Broadhurst Mining Research offers tailored research and consulting services with a particular focus on the diamond and precious metals sectors. Please visit our website www.broadhurstmining.com to find out more.

Working through VSA Capital in London and the Umbono group in the US, I founded the Umbono Global Mining Fund, a US private fund investing globally in the mining sector. The fund focussed on long term opportunities in: commodity sub-sectors with the best long term fundamentals based on our own analysis (particularly where this differs from consensus); small, mid (and micro) caps with world class undeveloped resource bases; and undervalued producing companies where the benefits of price recovery, operational improvement, and growth options are overlooked.

Covering a range of mining companies from FTSE 100 down to small cap with a geographic focus on Africa including Anglo American, Randgold, Acacia Mining, Lonmin, Petra Diamonds, Centamin, and Diamondcorp

Sell side analyst role at a resource-focussed broker. Companies under coverage included Antofagasta, Lonmin, Aquarius Platinum, Gem Diamonds, Coal of Africa and Firestone Diamonds.

Part of a combined strategy and business development team, the role included: Valuation of competitor companies for potential M&A; Analysis in support of an investment into a greenfield Alumina refinery project in Guinea; Analysis of potential organic growth options in SE Asia, Guinea and South America; Input into Aluminium strategy – industry structure, supply/demand and price forecasts;

Initially as an analyst and later as project leader, I worked on various M&A, financial advisory and strategy consulting projects for clients in the mining, energy and telecommunications sectors, including: Advisor to De Beers on the disposal of the Dancarl mine to Crown Diamonds - which subsequently merged with Petra Diamonds; Strategy for the sale of Koffiefontein Mine; Advisor to AngloGold Ashanti on the sale of the Weltevreden mineral resource to Aflease; Various advisory projects for Eskom, including evaluation of future base load generating capacity options; Development of a market entry strategy for a second fixed line telecommunications operator in South Africa; Various strategy consulting and valuation projects for mobile telecommunications operator Vodacom, including customer segmentation, valuation of the customer base and valuation work associated with the acquisition of mobile Service Providers.