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West African Gold — Plenty to Play For

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In an 80-page report, Jim Taylor and David Bird have reviewed the state of the West African gold sector. The piece includes features on the area, the main countries involved and the companies active in the space. The gold industry in West Africa remains healthy. Gold output is robust, with slowly declining average grades partly offset by improved recoveries. Six…

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Where are we in the mining capital cycle?

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The mining industry is cyclical. Sir John Templeton famously said that the four most expensive words in the English language are: “this time it’s different”. Taking this into account, it’s worth having a look at the capital cycle in relation to the mining industry to get some pointers as to where we are in the cycle and what we could…

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