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16min chapter
Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]
Business Breakdowns
Financial Modeling and Valuation in Mining and Infrastructure Businesses
This chapter delves into the financial model and valuation considerations for a business amalgamating mining and infrastructure components. It discusses the complexity of understanding the evolving business, the potential undervaluation of the infrastructure segment, and strategies for value unlocking through project modeling, EBITDA metrics, and capital allocation. Moreover, it examines the synergy between the two businesses, potential splitting scenarios, evolution from high-cost to low-cost assets, hedging strategies, risk management, and key risks beyond commodity prices that the company faces.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode