An insider's guide to the mining sector. An in-depth study of gold and mining shares / Руководство для инсайдеров по горнодобывающему сектору. Подробное исследование акций золотодобывающих компаний

The first edition of this book covered those subjects that I believed were fundamental to acquiring sufficient knowledge about the mining sector to invest in it with confidence. In doing this I dipped into a wide number of subjects and tried to extract the points and issues most relevant to successful investing. Since then the mining and metals sector has experienced a massive bull market and this has led to a number of new or enhanced influences for the sector arising.
The key subjects looked at in the first edition covered the main mining countries which have listed mining companies, metals both great and small with a separate section for gold, the listed mining companies themselves from the giant diversified groups to the minnows of the exploration sector, the main mining stock markets, and some history (always important in analysing mining markets where lightening often does strike twice) including a view on the Bre-X disaster and the 60s Australian nickel boom. This new edition brings all the above up to date, and also expands the scope of the book by looking at the growing influence of China, India and environmental concerns on the mining and consumption of metals. In terms of share markets the position of AIM versus the Canadian and Australian markets is examined in some detail and I also take a close look at the alternative investment areas of ETFs, etc. Lastly, I put the current mining bull market into context and speculate on whether we are in a super cycle for metals and therefore for miners.
The book finishes with an updated section on the main issues relating to dealing, settlement and information sources. <...>