“In our sector [junior mining] it’s never different. And so its very, very predictable corporate behavior and investment behavior. It’s trying to having a layer of objectivity to understand where you are in that cycle and invest accordingly. And so when you start to see, I’ll call it ‘low-risk M&A’, that’s normally the sign that you are at the beginning of a sustained movement in the underlying commodity price and obviously those equities tend to follow that,” shared Dr. Adshead-Bell
Nicole Adshead-Bell is the Director of Cupel Advisory. She is a PhD geologist by trade and has worked in the resource sector for more than 24 years. Her roles within the sector have varied from analyst to M&A facilitator to junior resource company board member. In this interview, Nikki provides commentary on a number of topics such as the current M&A market, risk in the market, importance of selling and a few comments on Hot Chili and Bravo Mining.
0:00 Intro
3:24 - Mega M&A deals in the resource sector
6:27 - Does financial market risk affect the M&A market?
8:51 - Where does jurisdiction rank in importance when it comes to M&A?
10:35 - Risk in the market
12:50 - External versus internal risk
19:10 - Metal price bet and outlook for profit
21:10 - Equity valuations in the current market
25:25 - What would a recession’s effect on copper price be?
27:12 - What’s the biggest risk to the copper bull thesis?
28.50 - Are you a value investor?
31:05 - How important is learning how to sell?
32:43 - How big of a concern is confirmation bias?
36:45 - Overview of Hot Chili and Bravo Mining
46:30 - Does value trump jurisdictional risk?
52:57 - Is a mineral resource a limiting news event?
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Nicole’s website: https://www.cupeladvisory.com/about
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