MINING MACHINEY Table of contents Process plant exposure preferable to mining operations The changing face of mining investment Focus on Brownfield investment favours equipment Opex budgets favour process plant exposure Equipment characteristics: consumables vs spares and service Assessing portfolio exposure Atlas copco: good aftermarket exposure, but fool’s gold Metso: grinding a strong position; diamond in the rough Sandvik: underperformance belies breadth of portfolio Weir: strongest aftermarket revenue exposure Disclosures in respect of section 34b of the german securities Trading act Contacts: Investment banking
MINING MACHINEY
Table of contents
Process plant exposure preferable to mining operations
The changing face of mining investment
Focus on Brownfield investment favours equipment
Opex budgets favour process plant exposure
Equipment characteristics: consumables vs spares and service
Assessing portfolio exposure
Atlas copco: good aftermarket exposure, but fool’s gold
Metso: grinding a strong position; diamond in the rough
Sandvik: underperformance belies breadth of portfolio
Weir: strongest aftermarket revenue exposure
Disclosures in respect of section 34b of the german securities
Trading act
Contacts: Investment banking
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