Mining Heavyweight Mark Cutifani Weighs in on Capex Blowouts, Cost Curves & How Miners Can Re-Rate!

November 02, 2023 00:49:04
Mining Heavyweight Mark Cutifani Weighs in on Capex Blowouts, Cost Curves & How Miners Can Re-Rate!
Money of Mine
Mining Heavyweight Mark Cutifani Weighs in on Capex Blowouts, Cost Curves & How Miners Can Re-Rate!

Nov 02 2023 | 00:49:04

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Show Notes

We had the opportunity to sit down with Mark Cutifani, former CEO of Anglo American, CEO of AngloGold Ashanti, Chairman of De Beers, and current Chairman of Vale Base Metals to name a few.

 

We covered plenty of ground in our chat from managing your hedge book as a miner, to getting projects built on time, various jurisdictional risks, the emergence of Saudi Arabia, and plenty more.

 

Enjoy the yarn!

 

All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

 

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Chapters:

(0:00) Preview

(0:43) Introduction – No Matty

(2:55) Min Res Buying AZS shares?

(5:24) Min Res Bald Hill Price Tag

(10:47) Tickets sold out!?

(12:20) Marc Cutifani Joins Us

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