Syllabus For The Subject Mining Machiney

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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