In this episode of Beneath the Principles, we unpack why mergers and acquisitions (M&A) are so prevalent in the mining industry compared to other sectors. What drives companies to join forces or take over others, and how does it reshape the competitive landscape?

In this debut episode of Beneath the Principles, we dive into the key principles that guide Michael in selecting mining companies for investment. Michael shares his approach to identifying value and mitigating risk in an often volatile sector.