Food for thought
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Whetstone Distribution Partners with DecisionNext to Enhance Protein Price Forecasting
SAN FRANCISCO, California – January 20, 2026 – DecisionNext, the leading AI platform that helps companies optimize commodity buying and selling decisions, today announced …
Read ArticleShould you care about dividends – mining and progressive dividends?
This generous dividend policy had been backed by extremely strong commitments from management. Andrew Mackenzie, CEO of BHP Billiton, said in August last year “You …
Read ArticleHow to make good returns by investing in mining stocks – a disciplined approach
It should be simple enough to make money from commodities: they are cyclical, the peaks and troughs are mostly obvious and, oddly enough, there are counterparties willing …
Read ArticleThe great mining ‘Liquidation Sale’ – time to buy distressed assets?
There is gloom everywhere – analysts are competing with each other as to how low they can make their forecasts. Everywhere, the headlines are negative. Bloomberg is …
Read ArticleRestructuring Sales Territories
Restructuring Sales Territories During the past 20 years selling software, I’ve seen Territory Division Strategies come and go. When Sales Executives make a …
Read ArticleMining companies’ most important asset - reputation
Benjamin Franklin Readers already know that Mine Insider is fascinated with how mining companies create and destroy shareholder value. Mine Insider has documented the ups …
Read ArticleHow to be a successful investor in mining stocks – a checklist of nine ways that mining companies can make money
Introduction Howard Marks, the well known investor, makes it sound simple: ‘The upshot is simple: to achieve superior investment returns, you have to hold non-consensus …
Read ArticleProphesies, Oracles and omens – why you should ignore single point forecasts
We have to stop using single point projections of the recent past to justify decisions (see the oil prices forecasts below for one illustration). It’s a given that …
Read ArticleTo cut or not to cut?
So which side is right? The question at the heart of the debate is whether mining companies can influence prices for their products. One side sees price as an externality …
Read ArticleWhat is in a Forecast?
Forecasting as a human activity has a long history. In ancient Egypt, priests monitor the level and clarity of Nile River using the Nilometers. From the measurements, …
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