Mark Connelly on Why Every Miner is for Sale скачать в хорошем качестве

Mark Connelly on Why Every Miner is for Sale

We sat down with Mark Connolly, one of the most prolific deal-makers in the Australian mining industry, to dig into what it really takes to build and sell a mining business. With a track record that includes Adamas → Endeavour, Papillon → B2Gold, Cardinal → Shangdong and many more, Mark has been at the table for more transactions than almost anyone in the ASX mining space. In this conversation, Mark covers: • His “go or grow” philosophy and how he sets expectations from day one on a board • Why the CEO role is the loneliest job in the company — and what makes a great one • The difference between a good non-exec director and one who overreaches • How to navigate activist shareholders, private equity and misaligned investor horizons • What really happens behind the scenes during a takeover and why speed and certainty win • Why mining needs more M&A Follow Mark on socials: LinkedIn:   / mark-connelly-57a9694   📰 THE DIRECTOR'S SPECIAL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining https://www.moneyofmine.com/subscribe ------------------------------------------------------- ▶️ CHAPTER TIMESTAMPS 0:00 - Everything For Sale 2:50 - Chair Role and Board Boundaries 12:20 - Board Alignment and Incentives 18:20 - M&A Offers and Deal Process 25:40 - Valuation Cycles and Case Studies 48:20 - Capricorn Deal Mechanics 49:50 - How the Deal Began 52:30 - Retail Pushback Explained 55:40 - Takeover Battles and Board Judgment 1:16:30 - Industry Incentives and Wrap Up ------------------------------------------------------- 🤝 OUR PARTNERS Thank you to the mining services businesses that make this show possible: Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/gro... Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial: https://marketech.com.au/focus?utm_so... SS&C Intralinks - Powering deals with unmatched security and efficiency | https://www.intralinks.com/ Exceed Capital – Diversify your portfolio with Exceed’s property trusts - https://www.exceedcapital.com.au/sp-p... ------------------------------------------------------- 📌 FOLLOW US Join our group chat: Discord:   / discord   Subscribe to our podcast: Spotify: https://open.spotify.com/show/0LsIJIs... Apple: https://apple.co/3Fdocwx Follow us on all social platforms to stay up-to-date: Twitter: https://x.com/moneyofminepod Instagram:   / moneyofminepod   LinkedIn:   / moneyofmine   Facebook:   / moneyofminepod   TikTok:   / moneyofminepod   Our personal Twitter accounts: Travis Ricciardo:   / travmoneyofmine   Jonas Dorling:   / jdmoneyofmine   ------------------------------------------------------- ⚠️ DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/privacy-p...