Mining Strategy Consulting & Due Diligence
Commissioned when the capital is large, the asset is physical and the answer is contested.
Sanctioning a build, underwriting an acquisition, settling terms with a host state. We accept mandates only where we can commit senior people to them, and we do the work in-country, in the boardroom and across the table as well as on the page.
What we do
Four practices, each answering one question.
01
Strategic Mandates
Where should the capital go, in what order, and should we make or buy?
We deliver
Decision memo · make-or-buy dossier · risk-adjusted model · strategic review
02
Transaction & Asset Red-Teaming
What is the strongest case against this deal?
We deliver
IC memo · red-team teardown · bankability review · base-rate dossier
03
Resource Risk & Governance
Which risks sit outside the model, and which can the board act on?
We deliver
Sovereign risk map · jurisdictional review · governance review · chokepoint map
04
White-label Research
What is the case the consensus is missing?
We deliver
White-label report · thesis note · chart pack · standing retainer
Who we work for
Operators, capital, research houses and sovereigns → How we work
Every mandate follows one method, shown in public.
01 · Context
The base rate, the history, and the number the room has stopped questioning. We establish what is known before anyone offers an opinion about it.
02 · Framework
A defensible structure for the decision: an argument that survives cross-examination and names its own assumptions.
03 · Quantified impact
What it is worth, in figures, with the downside priced before the upside is sold. A number the client can act on and defend.