natural resource companies

In the long run, aluminum is quite interesting. But that's the material the management team has to work with. And who's going to invest in that? You know, those types of statistics would be quite helpful in addition to a more qualitative assessment of the management team. But political risk is really a people risk, much more than it is a, sort of, aggregate statistics risk. Just the first question off the bat. Why do you think it's taken so long for the thesis to come to fruition in the market? But, Will, thanks so much for taking the time to talk with us today. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. And that it represents a significant opportunity for those who are willing to do the work to understand which of these, sort of, real asset businesses that are carbon producers have management teams and business models that are trying to set themselves up to transition, rather than simply, sort of, continuing to do business as usual. WhatsApp acquired by Facebook), Total number of people associated with this hub, Full Name: First and last name of a Person, Primary Organization: The organization associated to the person's primary job, Primary Job Title: The person's primary job title, CB Rank (Person): Algorithmic rank assigned to the top 100,000 most active People, Total number of events associated with this hub, Location: Location of the Event (e.g. But either way, the economics of coal, as a business, it just doesn't really work very well here. See how we helped Goldcorp digitize their mines with real-time data to improve safety and operations. [13], In May 2016, CEO and chairman Scott D. Sheffield retired and was succeeded by Timothy Dove. The result? Organizations in this hub have their headquarters located in United States, North America; notable events and people located in United States are also included. But if you had to guess, you know, looking out 10 years from now that we're in this transition of our energy infrastructure, how do you think our energy infrastructure looks different ten years from now than it does today. New digital technologies give mining, metals, forest products and building materials companies a once-in-a-generation opportunity to tackle industry-wide challenges like changing commodity prices and global competition. Why the Western world has decided to basically cede their... what was a leading position in that industry, is beyond me. And then, of course, for a lot of businesses these days, there's also intangibles and those will have various ways you can attempt to evaluate the value of. We can't power these electric cars without nickel, lithium, copper again, and a whole host of other metals. Japan, San Francisco, Europe, Asia), CB Rank (Event): Algorithmic rank assigned to the top 100,000 most active Events, Total amount raised at IPO of all the organizations associated with this hub, Median amount raised at IPO of all the organizations associated with this hub, Total valuation at IPO of all the organizations associated with this hub, Median valuation at IPO of all the organizations associated with this hub, Average date at which organizations in this hub went public, Percentage of organizations in this hub that have removed their stock from the stock exchange, United States Natural Resources Companies. We are proud to be associated with quality companies developing noteworthy investment opportunities, and associations with interests and links to global markets. Thomson: I guess, there are, sort of, two reasons. Series A, Seed, Private Equity), Average of the Crunchbase Ranks of the organizations in this hub, Organization Name: Name of the Organization, Total Funding Amount: Total amount raised across all funding rounds, CB Rank (Organization): Algorithmic rank assigned to the top 100,000 most active Organizations, Trend Score (30 Days): Movement in Rank over the last 30 days using a score from -10 to 10, Total number of funding rounds associated with this hub, Total funding amount raised across all funding rounds, Total number of acquisitions made by organizations in the hub, Announced Date: Date that the Funding Round was publicly announced, Organization Name: Name of the organization that got funded, Transaction Name: Auto-generated name of transaction (e.g. That being said, one does, of course, want to look at the tangible book value for a lot of businesses we look at, because that's the substance which the management team has to work with. It seems like a lot of people get in trouble with that. And how do you measure this as an investor? Copyright © 2020 The Natural Resources Forum - All Rights Reserved - Registered in Scotland SC411492 - Registered Office - 272 Bath Street, Glasgow G2 4JR - Privacy policy - Cookies. [7], In June 2010, the company announced a $1.15 billion midstream joint venture with Reliance Industries for assets in the Eagle Ford Group. So the gap just continues to grow. I mean, if all of a sudden the rules change halfway through or whatever, I mean, that's why the cost of these things escalates and they end up costing 3 or 4 times what they were originally projected to be. Reshape your future by combining deep business insight with technology. Sciple: So it sounds like the folks who are making that power, the final end commodity that's coming out that you're going to use in your power grid, is where you're seeing a massive amount of overinvestment, but on the actual commodities that are necessary to constructing those assets, there's incredible underinvestment. So we try to assemble a portfolio that thrives under multiple diverse scenarios. How are IPOs trending over time in this hub? As the fiber-based packaging industry experiences rising demand for sustainability, learn four strategies to consider for greater circularity. And then they've got to raise, sort of, friends and family capital, for intents and purposes, that level of capital in a public market. Do you see that as an opportunity today, and if so, can you walk us through the thesis there? Hartzell: Yeah, no, that's a good suggestion for folks. Thomson: Yeah, absolutely. And so physical assets have a critical role to play in actually facilitating a transition to a low-carbon economy. In this episode of Industry Focus: Energy, Nick Sciple and Motley Fool analyst Buck Hartzell chat with the founder and managing partner of Massif Capital, Will Thomson, about the state of listed real assets, principally mining, energy, infrastructure, and global investment opportunities for the long and short terms. Or because we're just not adequately investing cash in these subsectors for whatever reason? To the degree that policymakers incentivized the build out of nuclear, the transition will be easier, and frankly, it will require less commodity production, if you will, than if they don't. Teck Resources Ltd. Revenue by fiscal year ($000) 2016: 9,300,000. Thomson: So at the moment, it's quite difficult. The structure of the mining industry and how mines are financed is -- I wouldn't call it broken, but the setup is a very challenging way to finance a critical industry. We don't really see that rigorous debate occurring in the United States. So they are operations that produce cash flow. And on the other side, where do you think things are overinflated? Safer. Top Investor Types Private Equity Firm , Venture Capital , Family Investment Office , Hedge Fund , Investment Bank. Now, there are strengths and weaknesses to that, and you want a diversity of opinions because you want a rigorous debate. It's a bit of a black box of what's going on in there. Japan, San Francisco, Europe, Asia), CB Rank (Event): Algorithmic rank assigned to the top 100,000 most active Events, Total amount raised at IPO of all the organizations associated with this hub, Median amount raised at IPO of all the organizations associated with this hub, Total valuation at IPO of all the organizations associated with this hub, Median valuation at IPO of all the organizations associated with this hub, Average date at which organizations in this hub went public, Percentage of organizations in this hub that have removed their stock from the stock exchange. And speaking of inflation, I mean, that's a huge thing. You know, I don't think we have some sort of inventory that we're aware of, of all the copper deposits. So lithium, we avoided the first sort of bubble, if you will. How does that factor into what you think about the prospects? I'm talking about thermal coal, not met coal here. From Essen and Perth to Houston and Singapore, our innovation centers empower natural resources industries with solutions to unlock Industry X. And even the ones that they've been pro, I mean, coal, we can, kind of, argue that it hasn't done well and the economics aren't that great. And so utilities have made the decision to continue to go into that trading market. Thomson: I guess, we can sort of go through -- let me look at our portfolio here and sort of go through things a little bit. I would say in real asset businesses, in some way, it's almost more critical than other industries, just because the operations leave very little room for error or misjudgment.

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