Trends in Mining Equity Valuations

When:
May 29, 2024 all-day
2024-05-29T00:00:00-07:00
2024-05-30T00:00:00-07:00
Cost:
Free
Contact:

For its Wednesday, May 29, 2024, Discussion Group seminar, CIM’s Management and Economics Society is pleased to welcome:

Robert Cohen, Vice President and Portfolio Manager

Dynamic Funds

and

Greg Barnes, Managing Director and Senior Mining Analyst

TD Cowen

 

who will deliver an online presentation entitled:

Trends in Mining Equity Valuations

 

Abstract: Mining equity valuations vary widely over time and are driven by multiple factors including economic cycles, commodity price movements, operating and financial performance, risks and investor sentiment. Valuation metrics such as EBITDA, earnings and cash flow per share, and net present value, are typically used across the subsectors of the mining industry, capturing short-term and/or long-term financial performance. The magnitude of the metrics and the multiples at which the equities trade speak volumes about industry developments, the quality and growth prospects of the companies in the sector, and the degree of confidence that investors have in the outlook. We will take a look at how and why mining equity valuations change over time for precious and base metals and uranium.

 

About our presenter:

BIO: Robert Cohen, BASc., MBA, CFA, is a Vice President and Portfolio Manager at Dynamic Funds. He specializes in the mining industry and is head of the Dynamic Metals & Mining team. He manages concentrated precious metals and resource portfolios, leveraging his background on both the operational and investment side of the business. Robert joined Dynamic in 1998, and previously worked as a mineral process engineer at Canadian, Chilean and Australian copper and gold mines. He has a degree in Mining and Mineral Process Engineering (1992) and a Masters of Business Administration (1998) from the University of British Columbia, and obtained his Chartered Financial Analyst designation in 2003.

BIO: Greg Barnes, BSc, MBA, joined TD Securities in 2005 as the firm’s base metals analyst. He currently covers the Canadian large capitalization base metal and gold mining companies and has been an equity analyst for 29 years. He was previously a mining analyst for several Canadian independent brokerage firms and has a strong background in industry, having worked at Kennecott Canada – a subsidiary of Rio Tinto, Falconbridge Ltd and an engineering consultancy firm. He has been ranked as an All Star Analyst by Brendan Wood International for the past 18 years. Greg has a Bachelor of Science degree in geology from Queen’s University (1986) and a Master of Business Administration from York University (1990).

 

Please join us!

Wednesday, May 29, 2024, between 3:30pm – 4:45pm ET (12:30pm – 1:45pm PT)

 

How to Attend: The seminar is complimentary. Please register for it by Tuesday, May 28, 2024, to secure your place. RSVP via Eventbrite (click HERE) if you are interested in attending it.

 

 

Sponsored by:

IAMGOLD Corporation - Home

 

 

 

Keep up to date by checking us out at: www.cimmes.org

 

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Click HERE to register!

 

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