BDO in Australia’s Post

The September 2024 BDO Explorer Quarterly Cash Update has been released today. As usual it has received plenty of coverage in the media. What does it tell us? Overall trends are down in terms of cash being raised, exploration expenditure and cash balances. Of course there are strong spots and weaker spots as well as opportunities. Make sure that you read the full report using the link in this post.

Australian 🇦🇺 Exploration - Quarterly Cash The September 2024 BDO Explorer Quarterly Cash Update has been released today. What does it tell us? Overall trends are down in terms of cash being raised, exploration expenditure and cash balances. Of course there are strong spots and weaker spots as well as opportunities. Consolidation expected… #exploration #edenam #mining #bdo

The creation of a minerals Super Region offers a unique opportunity for the region’s countries to collaborate and leverage existing resources and expertise. Vice Chairman and Chief Investment Officer CMOC Group Limited, Steele Li discusses the nature of the Super Region as an advantage in and of itself. Learn more here: https://bit.ly/4g5g3rh Join the discussion at #FMF25: https://bit.ly/FMF25RegEN

Key challenges in M&A processes Investors should be mindful of the following challenges which are likely to arise in critical minerals M&A processes in the short and medium term:  #Valuation discrepancies; #Geopolitical risks; Balancing #resource #nationalism and investment promotion; and  #ESG due diligence and disclosure obligations. Take a look at the article where we examine each of these challenges in turn. Tihomir Svilanovic, Laura Hulett, Patrick Leyden, Rebecca Major, Greg Mulley, @Jay Leary, Irina Akentjeva, Paul Morton #ESG #Africa #togetherwecan https://lnkd.in/d5ycmXuf

As we continue to expand our #investment and #attraction expertise, we’re excited to introduce Ralph Breaden. MAICD, AMICDA, Cdec. and Mitchell Rawlins to our Critical Minerals Queensland team.   Together, they’re set to amplify Queensland’s position as a leading destination for critical minerals investment.   𝐇𝐨𝐰 𝐰𝐢𝐥𝐥 𝐭𝐡𝐞𝐲 𝐝𝐨 𝐢𝐭? ✅ By leveraging the Queensland Critical Minerals Prospectus to highlight high-impact opportunities and expertly guide investors through the project development pipeline. ✅ By building strategic partnerships, by connecting industry leaders with investors, fostering collaborative, long-term relationships that drive innovative project development. ✅ By enhancing Queensland’s global reputation through targeted international outreach, showcasing our commitment to ESG principles and sustainable growth. ✅ By driving investment promotion by hosting international delegations, leading investor roadshows, and engaging in global forums to position Queensland as the premier hub for critical minerals investment.   Ralph and Mitchell are energised to put Queensland on the map as a global leader in #criticalminerals, a sector essential for clean energy technologies. With the right balance of expertise and passion, we have no doubt they’ll bring these goals to life.   Welcome aboard, Ralph and Mitch!

Big M&A action. Marcellus and Utica Implications. All of the Alpha (outside of tech) exists in O&G, but your portfolio isn’t exposed because of ESG. #manda #oilandgas #finance #marcellus #naturalgas

Tower Resources Namibia potential in the spotlight as Chevron deals into Walvis - Proactive Investors UK: Tower Resources Namibia potential in the spotlight as Chevron deals into Walvis  Proactive Investors UK

Some great analysis by PwC's Lachy Haynes showing that only about 20% of our Australian Critical Minerals projects are currently investable. Whilst Govt Incentives have a role to play - we also need to catalyse private capital injection and focus on developing project clusters that can achieve economies of scale

This week, Dannika Warburton of Investability IR and I hosted our Market Talk | Investor Relations and Media Collaborations "Developers and Producers" Luncheon in Melbourne. MarketTalk, a new investor event series launched by Sydney-based Investability IR and Perth-based ResolveIR, brought together four ASX-listed resource developers and producers for an afternoon of presentations on Thurday, March 21 at Melbourne’s Chancery Lane Bistro. Focused largely on traditional commodities such as iron ore, lithium, coal and oil and gas, the one-day event is designed to bring institutional investors face-to-face with the management teams behind high-quality natural resource development and production companies. The 10-minute presentations were followed by a five-minute Q&A session, lunch and drinks, as CEOs and managing directors outlined their upcoming plans, flagship projects and goals over the 6-12 months. Our dynamic team of CEOs delivered exceptional presentations to a packed audience of institutional and high net worth investors. Their insightful discussions provided compelling investment cases, with plenty of catalysts for share price appreciation. 💼💰📈 Our audience heard from: Fenix Resources Limited, Executive Chairman John Welborn Aspire Mining Limited, CEO Sam Bowles ADX Energy Ltd, Executive Director John Begg Pursuit Minerals Ltd, Managing Director & CEO Aaron Revelle Thank you to CEOs and Media Partner Stockhead for their invaluable participation in our recent event. Their collective efforts have been instrumental in reaffirming our commitment to delivering top-tier investment opportunities to our stakeholders. Read the full article in The Australian (includes interviews with our presenting companies) 👇🏽👇🏽 Nara Kassam Jillian Fernandes Dannika Warburton Investability IR #InvestabilityIR #ResolveIR #Leadership #InvestmentOpportunities #ShareholderValue #Teamwork #ASX #stockstowatch #investingnews #investing #stocks #producers #developers #resources #energyproducers

🌱 Elevating Indigenous Voices in Mineral Exploration 🌱 As we anticipate changes to the BC Mineral Tenure Act, it's crucial to amplify Indigenous perspectives in every step of project design, exploration, and implementation. AME - Association for Mineral Exploration "What We Heard" Report, now available, captures invaluable insights from discussions with Indigenous communities and industry stakeholders. This report underscores the importance of genuine collaboration and integrating Indigenous knowledge and priorities into our practices. By embracing these perspectives, we can foster innovation and build stronger, more respectful partnerships that benefit all. Kirby Muldoe, Hup Wil Lax A, shared at the Kitimat Session, "I encourage the mining industry to consult early and to consult often with Indigenous Peoples, before you even set foot on Indigenous Territories, while you are still in the planning stage. I am sure I speak for many Indigenous Peoples when I say we are not against resource extraction, we are for responsible and sustainable extraction methods. In this time of ever-changing climate, global warming, extreme and unpredictable weather events, droughts, heat domes, floods, wildfires, etc. we must do everything we can to reduce our emissions and careless use of resources such as water. Investment in the mining industry will not cease to exist implementing the UNDRIP and FPIC, it will ensure certainty for investors." Let's shape a future where Indigenous voices lead the way in sustainable exploration and responsible resource management. Together, we can ensure our role in the energy transition is guided by respect, inclusivity, and shared prosperity. Read the full report here: https://lnkd.in/g3QAGqpw #MineralExploration #IndigenousLeadership #CollaborateForChange #Partnerships #RespectfulExploration