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Sector Report

Report 2 – Autonomous Mining Equipment

By | New Technology & Innovation, Reports, Sector Report | No Comments

RFC Ambrian has released the second report in its series on new technology and innovation. This report examines one of the most talked about areas of new technology and innovation in the mining sector, the development of autonomous mining equipment. Which has reached an important level of maturity, including both surface and underground equipment, and most notably surface mine haulage trucks…

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Report 1 – Mining 4.0 and Corporate Strategy

By | New Technology & Innovation, Reports, Sector Report | No Comments

RFC Ambrian has released the first in a series of reports on new technology and innovation in the mining sphere and touch on some of the concepts and issues being discussed around the implementation of new technology in the mining industry, including ‘the fourth industrial revolution’ and ‘Mining 4.0’. This report also takes a look at some of the strategies…

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African Gold M&A — The Market’s Open

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Today we are publishing a thematic report on African Gold M&A entitled The Market is Open. In this report we take a look at the past, present and future for M&A activity in the African gold space (excluding South Africa). We review M&A activity over the past ten years to provide some context, we assess the current strategies and financial…

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Coking Coal — Showing its Mettle

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The scarcity value of the commodity and investable companies in the coking coal space makes it an interesting and under-analysed sector for equity investors. Combined with above-consensus forecasts for commodity prices, our analysis suggests that the outlook is bright. This view appears to be shared by many corporates, with the recent prices paid for high-quality projects in the asset market…

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