2. COMPANIES MENTIONED
Companies mentioned in the following presentation are cited for
CASE STUDY purposes only and are used as examples of business
models. Links are to public presentations and source materials.
3. GEOPOLITICS - HEADING TO 2013
TURNING RESOURCE ALLOCATION INTO PRODUCTIVE
CAPITAL Sovereign Wealth Funds for Madagascar mining, Mali
mining, Mongolia mining
THE END OF KLEPTOCRACY Transparency International and
the Globalization of Ushahidi
THE RISE OF THE SECOND WORLD Qatar and
Glencore/Xstrata
http://www.guardian.co.uk/business/2012/sep/20/xstrata-board-
meet-consider-glencore-deal-deadline-
approaches?newsfeed=true
GREEN MINING (Innovation and CSR Sustainalytics )
4. RYERSON GLOBAL MANAGEMENT
Canadian strengths in GLOBAL MANAGEMENT
Mining and resource management (BARRICK, KINROSS)
Ecosystem for financing junior mining companies (MINES
ONLINE)
Infrastructure (ENBRIDGE, CN, SNC-LAVALIN, ENCANA)
Network of political risk assessment (CIDA, NGOs)
Hydro construction globally leading expertise
Pipeline construction globally leading expertise
Railroad construction globally leading expertise
Infrastructure management (smart roads, power
grids, railroads, ports) globally leading expertise.
6. MALI, MADAGASCAR, MONGOLIA
RARE EARTHS AND CANADIAN DEALS
NEOMATERIALS AND RARE EARTHs A Toronto Story
http://www.molycorp.com/molycorp-announces-successful-close-
of-neo-materials-acquisition/
KHAN RESOURCES Managing in a Global Economy
VANADIUM and MADAGASCAR MINING
http://vanadiuminvestingnews.com/1282/energizer-resources-inc-
developing-a-world-class-vanadium-deposit-in-madagascar/
The Future of Mali Mining
http://www.greatquest.com/s/Presentation.asp
7. TORONTO AS A GLOBAL HUB OF
INNOVATIVE MINING FINANCE
(i) exploration technologies commercialization of geology and
economic geography;
(ii) environmental innovations for sustainable mining;
(iii) compliance with best practices for green mining;
(iv) an ecosystem of mining knowledge for corporate governance of
junior mining companies.
Stakeholders include TSX, law firms with mining deal revenue
base, mining finance institutions.
8. GLOBAL MANAGEMENT SKILLS-
SET
Water management ONE DROP XPV
Mining Finance GLENCORE RIO TINTO BHP BILLITON
Global networks BOARDS OF MINING COMPANIES
Head offices BARRICK, KINROSS, IAMGOLD
10. EXERTISE IN WHAT USED TO BE
CALLED “MEGAPROJECTS”
Pipeline and mines are engineering expertise
Building roads, railways
Understanding the geopolitics of pipelines and infrastructure for
mines.
11. HO TO SUSTAIN CANADIAN
COMPETTIVE ADVANTAGE
Innovative technologies (pipelines and sewers are still more
important )
Green geology (GPS)
SUSTAINALYTICS
Environmental and financial engineering (a) including aboriginals
in investment structure; (b) Google Maps looks at environmental
commitments
12. KNOWING HOW TO PUT DEALS
TOGETHER
What does a capital market do?
Who is putting mining deals together?
Ross Fitzpatrick CHANNEL RESOURCES
http://www.channelresources.ca/i/pdf/chu-presentation.pdf
13. INNOVATIVE WORK BEING DONE
http://www.chathamhouse.org/research/eedp/current-
projects/managing-resources-futures Jaako Kooroshy
Wilfrid Visser BUSINESS OF MINING
http://thebusinessofmining.com/
14. GREEN MINING COMPANIES
A CN of GREEN MINING (environmental monitoring and cleanup)
INDUSTRIAL ECOLOGY AND LAND RECONSTRUCTION
MANAGEMENT OF “CSR” and ABORIGINAL INVESTMENT
GPS AND GREEN PROSPECTING MINING AS INNOVATIVE
GREEN ENGINEERING http://www.intermap.com/
INFRASTRUCTURE or MEGAPROJECTS
WATER MANAGEMENT and ENVIRONMENTAL CLEANUP
15. GEOPOLITICAL RISKS - A
SUMMARY
SECOND WORLD changes global negotiating dynamic (rise of
Qatar and SWFs in deciding GLENCORE XSTRATA)
How did global leaders miss the breakup of Mali? What can we
learn from this?
Khan Resources and Ownership issues (Globalized capital
markets are a new reality. Who protects longterm Mongolian
interests?)
TURNING RESOURCE REVENUES INTO PRODUCTIVE
INVESTMENT (the real “CSR” issue for the 2010s). Resource
revenues either back Malian, Madagascan, Mongolian
entrepreneurs and link them to efficient capital markets or could
produce new kleptocracies.
