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Geoscience Society

Webinar: Where are we in the cycle?

PD Hours
Along with favourable geology, supportive cyclical conditions are critically important for commercial success in the mining industry. Cyclical positioning will dictate funding availability, market valuations and industry profitability.

About this event

This webinar will review the current cyclical position of the metals mining industry, tracking the path of the cycle over the past two years and its likely course through the early 2020s, comparing recent cyclical developments to cycles over the past 60 years.

As well as addressing where we are in the cycle, the presentation will highlight the importance of having a disciplined approach to cyclical analysis.  It will outline a methodology that seeks to cut through the daily news flow and proliferation of opinions in favour of a consistent approach which allows executives to understand more clearly the evolution of their cyclical circumstances.

Webinar participants will gain some historical perspective on the current cyclical positioning of the mining industry, the key drivers of the outlook and, most importantly, an appreciation of how they might track future cyclical developments with a consistently applied analytical framework.


John Robertson

Proprietor, Portfolio Direct
John Robertson is a consulting economist, providing independent macroeconomic and mining investment research. John has worked as a policy economist, corporate business strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra.

Since being Australia's top-rated commodities analyst and chief economist at one of Australia's leading investment banks, he has advised companies across the mining, consumer products, IT and biotech sectors on their capital market strategies.

Within the mining industry, John has been involved in commodity trading in Australia, London and New York as well as cross-border mergers and acquisitions. As an investment strategist and fund manager, he specialised in raising funds for investment in early stage mining investments.

John Robertson writes a long running weekly column covering capital market, corporate strategy, governance and valuation matters for London-based industry publication Mining Journal ('From the Capital'). Outside the mining and investment industries, he was a member of the human research ethics committee of a major Melbourne hospital for ten years.

Date and Time

Monday, 20 September 2021
3.00pm – 4.00pm (UTC+10:00)


AusIMM Member $0.00
Non-Member $30.00
Register now

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