Summary
Over two decades experience in resources; including mining operations, corporate finance and as a resource analyst. Followed numerous market sectors, conducting fundamental demand and supply analysis, detailed financial modelling incorporating real-world business complexity. Encompassing cashflow and DCF valuations, growth and supply factors, with sensitivities.
The ability to marry big picture ideas with in-depth analysis resulted in between 2004 and 2014, an after-tax (including all taxes/losses) of >50% CAGR over that period.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Global
Countries:
(generalist)
Sectors:
Materials, Energy
Content Verticals:
Commodities, Thematic (Sector/Industry)