The Talk
Mining Equipment companies increasingly are attracting the interest of equity investors for their ability to impact and improve the productivity, emissions and safety of Mining operations around the world. In this seminar we will seek to highlight the listed Mining Equipment business models from a the perspective of capital markets, the key themes under discussion in the sub-sector, and the financial metrics that investors are drawn to when assessing these companies next to each other. The companies we will refer to in this discussion will include Epiroc, Sandvik, Metso-Outotec, FL Smidth and Weir group. While all of these companies operate in the Mining Equipment value chain they continue to generate a range of strategies, performance and execution that have resulted in very different levels of shareholder value creation across the economic cycle.
The Speaker
Max Yates is a Director in the Credit Suisse Equity research department. He specializes in analyzing Industrial companies and the associated end markets and has followed the major European Mining, Marine and Cables equipment companies for ten years. A key part of this role is understanding the evolving themes in various industries including ESG, building financial and valuation models on individual companies and speaking regularly with institutional investors on the sectors and companies he covers. Prior to this he has experience working for an Emerging markets specialized hedge fund and holds a BA hons degree from Trinity College Dublin.
For any additional questions or concerns about the Mines Mining Seminar contact mining@mines.edu