Money of Mine
Mineral Media
Mining Private Equity Unmasked (Fraser Perry)
DEC 16, 202567 MIN
Mining Private Equity Unmasked (Fraser Perry)
DEC 16, 202567 MIN
Description
<p>Today we’re going deep into the world of mining private equity with Fraser Perry. </p><p>If those words don’t mean an awful lot to you, don’t worry, because we’re going back to basics. We break down: </p><p>• What mining PE is </p><p>• The scale & impact it has on the industry </p><p>• How these investors are incentivised </p><p>• And what mining PE will look like in the future </p><p>The goal is to pull the veil off from influential groups like Orion, Appian, RCF, EMR through to Tembo, Hawkes Point and many others. </p><p>We hope you enjoy this seriously educational ep. </p><p>Connect with Fraser Perry on <a href="https://www.linkedin.com/in/fraserperry/" target="_blank" rel="noopener noreferer">LinkedIn here</a>. </p><p>…………… </p><p><strong> </strong></p><p><strong>TIMESTAMPS </strong></p><p>(0:00) What is private equity in mining?<br>(7:00) Understanding gross multiples<br>(10:40) How PE makes money in mining<br>(14:20) The rise of minority investments<br>(19:50) Project risk & investment stages<br>(28:40) Incentives, fees, and fund manager behavior<br>(41:30) Do private equity funds get the best deals?<br>(52:30) Shifts in the competitive landscape<br>(59:30) Closing thoughts & final questions</p><p>…………… </p><p>Join 15k+ subscribers to the <a href="https://www.moneyofmine.com/subscribe" target="_blank" rel="ugc noopener noreferrer">Director’s Special</a>: one daily email with all the news that matters in mining </p><p>…………… </p><p> </p><p><strong>PARTNERS </strong></p><p>Thank you to the mining services businesses that make this content possible: </p><p> </p><p><a href="https://www.switchtechnologies.net/" target="_blank" rel="ugc noopener noreferrer"><strong>Switch Technologies</strong></a> – Engineers solving your mine site problems | email <a href="mailto:[email protected]" target="_blank" rel="ugc noopener noreferrer">[email protected]</a></p><p><br></p><p><a href="https://www.exceedcapital.com.au/the-collective" target="_blank" rel="ugc noopener noreferrer"><strong>Exceed Capital</strong></a> – Diversify your portfolio with Exceed’s property funds<a href="https://www.intralinks.com/" target="_blank" rel="ugc noopener noreferrer"><strong>SS&C Intralinks</strong></a><strong> </strong>- Powering deals with unmatched security and efficiency</p><p><a href="https://www.rocktechnology.sandvik/en/products/ground-support/" target="_blank" rel="ugc noopener noreferrer"></a></p><p><a href="https://www.rocktechnology.sandvik/en/products/ground-support/" target="_blank" rel="ugc noopener noreferrer"><strong>Sandvik Ground Support</strong></a> – The only ground support you’ll ever need </p><p> </p><p><a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom" target="_blank" rel="ugc noopener noreferrer"><strong>Focus by Marketech</strong></a> – All your mining news and market needs in one powerful platform | <a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom" target="_blank" rel="ugc noopener noreferrer">10-day free trial</a> </p><p> </p><p><strong>…………… </strong></p><p> </p><p><strong>FOLLOW & CONNECT </strong></p><p>• YouTube: <a href="https://www.youtube.com/@MoneyofMine" target="_blank" rel="ugc noopener noreferrer">@MoneyofMine</a> </p><p>• Twitter / X: <a href="https://x.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">@moneyofminepod</a> </p><p>• <a href="https://www.linkedin.com/company/moneyofmine/" target="_blank" rel="ugc noopener noreferrer">LinkedIn</a> | <a href="https://www.instagram.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">Instagram</a> | <a href="https://www.facebook.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">Facebook</a> </p><p>• Travis Ricciardo: <a href="https://x.com/TRAVmoneyofmine" target="_blank" rel="ugc noopener noreferrer">@TRAVmoneyofmine</a> </p><p>• Jonas Dorling: <a href="https://x.com/JDmoneyofmine" target="_blank" rel="ugc noopener noreferrer">@JDmoneyofmine</a> </p><p>• Email us <em>Word on the Decline</em>: [email protected] </p><p><br></p><p><strong>…………… </strong></p><p> </p><p><strong>JOIN THE GROUP CHAT </strong></p><p><em>Note: the Messenger group chat has been sunset by Facebook. We have migrated to a Discord server</em></p><p>• Join the Money of Mine <a href="https://discord.gg/vb7XxW4X6q" target="_blank" rel="ugc noopener noreferrer">Discord Server</a> </p><p> </p><p><strong>…………… </strong></p><p> </p><p><strong>DISCLAIMER </strong></p><p>All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our <a href="https://www.moneyofmine.com/c/privacy-policy" target="_blank" rel="ugc noopener noreferrer">full disclaimer</a>. </p>