Exploration is more often than not disappointing w/ Kiran Morzaria CEO Cadence Minerald #kdnc
Season 3, Episode 43, Sep 22, 2023, 03:00 PM
00:00 - Introduction & interest in geology
11:02 - Mining Cycle & Public Attitude to Mining
20:17 - Where are we in the cycle commodity demand curve?
27:35 - Early Mining Career Experience
30:49 - Kiran's Approach to management
35:35 - Exploration is more often than not disappointing
40:32 - Cadence
47:41 - Exit Strategy/dividend/disposal
52:04 - Amapa Iron Ore
58:44 - Closing Thoughts
11:02 - Mining Cycle & Public Attitude to Mining
20:17 - Where are we in the cycle commodity demand curve?
27:35 - Early Mining Career Experience
30:49 - Kiran's Approach to management
35:35 - Exploration is more often than not disappointing
40:32 - Cadence
47:41 - Exit Strategy/dividend/disposal
52:04 - Amapa Iron Ore
58:44 - Closing Thoughts