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Summary
Explore how our experts leverage advanced research strategies to navigate volatile markets and unlock growth opportunities in the metals and mining sector.
Despite ongoing volatility in copper prices, the metal remains attractive due to long-term demand driven by the green energy transition. In this session, we will explore how the S&P Capital IQ Pro and Visible Alpha tools can help identify and evaluate strategic value-creation opportunities by reviewing recent transactions and events such as:
- New Gold's acquisition of New Afton: What operational and environmental performance metrics made this transaction attractive?
- Seismic events at Ivanhoe's Kamoa-Kakula mine: How can these events be monitored and their impact assessed?
Apply learnings so you can:
- Identify and assess M&A and strategic partnership opportunities using market trends and transaction comps
- Build scenario-based asset cash flow forecasts and compare internal projections with investment broker models
- Benchmark cost and carbon emission performance to align with operational standards and sustainability goals
- Leverage AI to extract insights on market sentiment and management strategy
Speakers
S&P Global Market Intelligence
Gareth Taylor
Director, Commodities, Industry & Company Data
Gareth Taylor has over 14 years of experience in the mining sector, including a 7-year tenure at S&P Global and now Director of Market Intelligence Commodities Industry & Corporate data. In this role, Gareth spearheads the design and delivery of corporate/market/portfolio analysis tools, as well as overseeing Commodity related ESG research and cross divisional synergy programs.
S&P Global Market Intelligence
Peter Killorn
Director, Commodities Business Development
With over 11 years of experience at S&P Global, Peter has held various roles dedicated to serving Commodities clients. His career has been marked by a deep understanding of the Metals & Mining sector, with a strong emphasis on delivering value and building lasting client relationships.
S&P Global Market Intelligence
Hamish Wells
Commercial Team Lead, Visible Alpha
Hamish is a Representative in the Visible Alpha desktop and feed distribution team at S&P Market Intelligence with a specialisation in biopharma market data aimed Corporates and Buyside professionals. He joined S&P Global as part of the strategic acquisition of Visible Alpha in May 2024. During his time distributing Visible Alpha's quantitative broker forecast dataset, Hamish has worked with a broad range of clients including Corporate Investor Relations, Private Equity, Professional Services, and Hedge Funds professionals before specialising in working with Healthcare professionals and Analysts. Before Visible Alpha, Hamish worked as an Equity Research Analyst covering US Tech. Hamish received a BSc in Economics from the University of Manchester in 2018.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.