Long term investor and private equity portfolio manager Bert Koth presents How the last two years changed mining private equity – Macro Trends and their impact on mining PE strategy, deal making and capital raising.
We hear the the impacts on deal making capacity and capital availability from drivers including the energy transition – adding to metals tightness higher prices; the impact of pricing risk correctly and high valuations deterring PE deals; the ESG paradox taking capital away from mining while requiring greater input to the energy transition and where cost inflation is playing it’s part.
Website: www.denhamcapital.com
Guest:
Bert Koth, Managing Director & Partner, Denham Capital
Mining investment news, insights, and company profiles
Macro Trends & Their Impact on Mining PE Strategy, Deal Making & Capital Raising – Denham Capital
