Portfolio strategies to capitalise on the next phase of growth in junior mining
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Portfolio strategies to capitalise on the next phase of growth in junior mining

Filmed at 121 Mining Investment Cape Town - Febraury 2020

byThe Assay
2 years ago
Reading Time: 1 min read
  • After a prolonged period of underinvestment in juniors to what extent is investor appetite improving?
  • How to identify the next generation of successful companies?
  • Where should companies focus their business efforts to win over investors in 2020?
  • How has the lending environment evolved? What key role do banks now play in the capital raising mix for juniors?
  • How will smaller companies meet evolving ESG criteria with limited funds available?
  • Investor’s thoughts on commodities set to outperform in the next 12 months

 

Verne Grinstead, Senior Advisor, ANRH
Mark Sawyer, Senior Partner, Greenstone Capital
Peter Major, Director, Mining, Mergence
John Hodder, Co-Founder & MD Australia, Tembo Capital
Mandi Dungwa, Portfolio Manager, Equities, Kagiso Asset Management

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