Metals & Mining

Our Metals and Mining coverage spans the sector from the diversified majors to established mid-caps and pre-production businesses. The team follows companies with exposure across the commodity spectrum and utilising a range of techniques in the mining, smelting and processing of minerals. Our research approach incorporates detailed sector reports, presentations and company-specific notes, backed up by quick reaction comments on day-to-day news flow. We aim to provide a thorough understanding of the sector from a macro perspective, as well as at a company specific level by incorporating views on individual commodities along with comprehensive knowledge of technical and financial issues relevant to the stocks we cover. Our research is supported by quantitative models, regular site visits and frequent dialogue with industry contacts and senior management at the companies we cover. The team was ranked No.2 in the 2008 Thomson-Extel Survey for small-cap companies.