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

/

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.

 

Thank you to our Podcast Partners:

Terra Capital – Specialist investment manager in the natural resources sector

Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more

JP Search – Recruitment specialists for the financial world

K-Drill – Safe, reliable, and productive surface RC drilling

SMEC Power & Technology – Electrical specialists for the mining industry

KCA Site Services – Underground mining machine hire for ITs, normets, trucks, and more

McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

Brooks Airways – Perth’s leading charter flight operators

Futureproof Consulting – Sustainability consultants providing ESG solutions for businesses of all sizes

 

Money of Mine Summer Event – if tickets are even still available….

 

Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group.

 

Subscribe to our weekly newsletter HOOTEROO HERALD

 

Follow Money of Mine on YouTube

Follow Money of Mine on Twitter

Follow Money of Mine on LinkedIn

Follow Money of Mine on Instagram

 

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

Other Episodes

Episode 0

September 23, 2023 01:12:26
Episode Cover

Hedge Fund Manager Reveals Secrets Behind M&A Investment Strategy with Ben Bailey

We get into the weeds of how Harvest Lane eek out returns year in year out through announced M&A deals and corporate events in...

Listen

Episode 0

September 21, 2023 01:11:54
Episode Cover

Sean Russo Reveals one of the Tactics Mining Companies Use which Investors Should Look Out For

We had a chat with the founder of Noah’s Rule, Sean Russo, to help us build knowledge on a vital aspect of financing mining...

Listen

Episode 0

November 30, 2023 01:00:02
Episode Cover

Joe Lowry on all thing’s lithium (ex-hard rock)! (Part 1)

Joe “Mr Lithium” Lowry is back on Money of Mine to discuss all things lithium, excluding the hard rock!   We figured we’ve spoken plenty...

Listen