Prime Meridians – Myanmar, Mongolia And New Deals

Prime Meridians – Myanmar, Mongolia And New Deals
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This week in Pierce Points:

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Coal opponents scored a big win. U.S. courts ruled that approvals for new projects must consider climate change impacts.

Zimbabwe’s top platinum mine teetered. The Mimosa mine’s operator Zimplats says it may close due to new export taxes.

Fund Manager Profile: Zhang Hui Of China’s Southern Asset Management

investHistorically, the Chinese market has been relatively isolated from international investors, but much is changing there now, making China virtually impossible for the diversified investor to ignore. Earlier this year, CNBC pointed to signs that Chinese regulators may start easing up on their scrutiny of companies after months of clamping down on tech firms. That Read More

The Haynesville shale got a revival. Drilling and production are ramping up to meet export demand for LNG, and to Mexico.

Suitors lined up for Peru’s next mega-project. Buenaventura and Grupo Mexico may bid for the $2 billion Michiquillay deposit.

Japan looked for more international oil. A national goal to self-source imports means more project investment coming.

Myanmar, Mongolia and New Deals

The second-last item above was particularly interesting for me this week. Because I’ve just been putting the finishing touches on a major gold project investment.

That’s had me thinking from a perspective like the Peruvian government. Namely, how to attract the best offer on a quality asset.

Talking with investors over the last several weeks has generated a lot of thoughts on how to get the best deal. Hopefully one that works for all parties — things are best when everyone wins.

I’ll be putting together some instructive lessons from the experience for you soon. But first, I’m off on another trip — this time through Myanmar to review an exciting regional survey for copper prospects, and then to Mongolia.

Internet is going to be dubious next week and likely non-existent the week after — so dispatches may be light. In the meantime, all the best, wherever you are in the world.

Here’s to leaving on a jet plane,

Dave Forest

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Dave Forest writes Pierce Points Free Daily E-Letter, an advisory on mining and energy read every day by BP, Rio Tinto, JPMorgan, BNP Paribas, Repsol, GDF Suez, GE, Platts, Warburg Pincus, and the UN. Sign up for free at Mr. Forest has funded and managed over $80 million in global exploration and development in natural resources, and continues to design and develop projects globally. He is a professional geologist.
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