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MINING MACHINEY
Table of contents
Process plant exposure preferable to mining operations
The changing face of mining investment
Focus on Brownfield investment favours equipment
Opex budgets favour process plant exposure
Equipment characteristics: consumables vs spares and service
Assessing portfolio exposure
Atlas copco: good aftermarket exposure, but fool’s gold
Metso: grinding a strong position; diamond in the rough
Sandvik: underperformance belies breadth of portfolio
Weir: strongest aftermarket revenue exposure
Disclosures in respect of section 34b of the german securities
Trading act
Contacts: Investment banking