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Risk and Value Analysis

The CET Risk and Value Analysis group produces dynamic, world-class research geared towards the vision of supporting financially optimal decision-making within exploration and mining.

Our mission is to influence and inform the strategic rationale through which senior decision-makers in the sector make their investment choices.


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  • 30 July 2016

    Sharing the benefits: enhancing Australia’s global leadership in the mining value chain

    This report examines the globalisation of the Australian mining industry, which is often not well understood amongst commentators and policy-makers. The authors find that Australian mining has grown well beyond Australia’s borders, powered by world-leading knowledge and t...

    Jim Redden, Ian Satchwell

  • 31 May 2014

    Australia vs the World

    Every year, Canadian based think-tank The Fraser Institute produces a survey of mining company executives to determine which jurisdictions around the world are most attractive to the mining sector. The survey is watched closely by industry insiders to see where respective juris...

    John Sykes, Allan Trench

  • 28 February 2014

    Class of 2013 ASX Minerals IPOs

    Last year, we picked 2012 as the bottom of the Australian minerals IPO cycle. We were wrong - with 2013 subsequently bringing the poorest performance of the sector in the past decade. This continued decline raises the very significant question of whether IPOs can sustain the lo...

    John Sykes, Allan Trench

  • 28 February 2014

    An economist, a scientist, and a geologist walk into a bar...

    There are two main paradigms of thought in resource depletion. Economists tend to subscribe to the 'opportunity cost' approach, seeing rising commodity prices as a sign of resource depletion. Scientists, in particular environmental scientists, look at resources as a 'fixed stoc...

    John Sykes, Daniel J. Packey, All...

  • 23 January 2014

    Applied Energy Power Investment

    Greenhouse gas (GHG) intensive fuels are currently a major input into the Australian electricity sector. Accordingly, climate change mitigation policies represent a systematic risk to investment in electricity generation assets. Although the Australian government introduced car...

    Mahdi Shahnazari, Jonathan Whale,...

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    Aug 10, 2015
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  • Exploration IPO performance: more ‘what you do’ than ‘who you are’

    Jun 16, 2015
    This week Chris Gemell guests in to Strictly Boardroom to look for clues to share price performance among more than 100 exploration IPOs. The ultimate success for a mineral exploration company is to locate an exciting new discovery that quickly progresses from first drill intersection towards a low-cost operating mine. For all but very few exploration companies, however, such success does not occur immediately, if indeed at all.
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  • Spotting quality gold assets early

    Mar 05, 2015
    Recent CET Geoscience Honours Graduate, Matthew Kanakis, produces a landmark study which will interest both gold explorers and investors equally. The outcome, put simply shows that instead of costs falling as mine grade increased; there was no easily discernible relationship between costs and grade despite the abundance of cost and grade data in the study (which covered the information reported by companies throughout the July to September and October to December periods in 2013).
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  • UNCOVER, towards the future of Australian exploration

    Mar 04, 2015
    THIS week Allan Trench acts as unofficial messenger for the ground-breaking UNCOVER initiative – seeking to unlock the hidden mineral wealth across the unexplored frontiers of Australia. Strictly Boardroom suspects that many readers would have already heard of the UNCOVER initiative, an emerging collaborative effort being championed across industry, state and federal geoscience organisations and by universities alike. For those readers reading of UNCOVER for the first time, the concept owes its origin to a Theo Murphy Think Tank* convened by the Australian Academy of Science.
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  • Gold rebound could lead to royalty rise

    Mar 03, 2015
    Gold price “out of the doldrums” but will an increase in royalties be beneficial? Pietro Guj (CET/UWA) and Allan Kelly (Doray Minerals) talk to Jonathan Barrett of the Financial Review with their opinions.
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