Lauren Pashley

Last year Newmont, a large US-domiciled gold miner, paid a 35% premium to acquire Newcrest Mining in a cash and scrip deal. We held Newcrest in the Firetrail High Conviction Fund prior to the bid and maintained our holding in Newmont after deal completion.

Decarbonisation is one of the most important challenges of our time, but it is also often one of the most difficult to successfully invest in.

When it comes to analysing a company’s impact on the environment, it is important to look below the surface.

After a quiet decade for deals, mergers and acquisitions (M&A) activity in the resources sector has boomed in 2023.