Mining Finance
Perfect for finance professionals looking for a holistic guide to financing mining companies. Build your skills and confidence in the areas of credit analysis and deal structuring, and give yourself an edge in the workplace.
What you will learn
Fast-track your career as an analyst or dealmaker in the mining sector.
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Understand the phases of a mining life-cycle from early mineral exploration to closure, and be able to identify the key funding methods used for each stage.
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Gain a deeper understanding of how to fund mining companies, and be able to craft the optimal capital structure consisting of senior and subordinated debt, and equity.
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Know the material risks faced when investing in mining companies, and understand how funders factor risk into their evaluation of potential returns on investment.
Course curriculum
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1
Mining Finance
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A message from the instructor
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How to use this course
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Desired Learning Outcomes Survey
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2
Chapter 1 - The Mining Life-cycle
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Chapter 1 - The Mining Life Cycle
FREE PREVIEW -
Chapter 1 - The Mining Life Cycle (Quiz)
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3
Chapter 2 - Funding Sources and Capital Structures
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Chapter 2.1 - Introduction
FREE PREVIEW -
Chapter 2.2 - Equity
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Chapter 2.3 - Streaming Royalty and Prepayment Facilities
FREE PREVIEW -
Bonus Lesson: Prepayment Facilities, Royalties and Streaming
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Practice Activity: Streaming, Royalty, and Prepayment Facilities
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Chapter 2.4 - Debt
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Chapter 2.5 -The Optimal Capital Structure
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Chapter 2.6 The Cashflow Waterfall
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Chapter 1 and 2 Summary
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Chapter 2 - Funding Sources and Capital Structures Quiz
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Practice Activity: Leverage and Return on Equity
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4
Chapter 3 - Project Finance
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Chapter 3.1 - Project Financing Introduction
FREE PREVIEW -
Chapter 3.2 - Typical Structure of a Project Financing Transaction
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Chapter 3.3 Security
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Chapter 3.4 Types of Security Interest
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Chapter 3.5 Important Parties in a Project Financing
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Chapter 3 Summary
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Chapter 3 - Project Finance Quiz
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5
Chapter 4 - Corporate Financing
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Chapter 4.1 - Introduction
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Chapter 4.2.1 - Types of Corporate Facilities
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Chapter 4.2.2 - Asset-Based Financing
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Practice Activity 4.2.2: Asset-Based Financing Modelling
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Chapter 4.2.3 - Export Credit Agencies
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Chapter 4.3 - Corporate Financial Analysis
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Chapter 4 Summary
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Chapter 4 - Corporate Financial Analysis Quiz
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Bonus Lesson: Alternatives to DCF Valuation
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6
Chapter 5 - Financial Covenants
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Chapter 5 - Financial Covenants
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7
Chapter 6 - Financial Modelling Introduction
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Chapter 6.1 - Introduction
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Chapter 6.2 - Profitability Drivers and Economic Assumptions
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Chapter 6.3 - Internal Profitability Drivers
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Chapter 6.4 - Building the Model from Scratch
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Chapter 6.5 - Process Flow (Putting the Links Together)
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Chapter 6.6 - Tax
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Practice Activity 6.6 - Tax
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Chapter 6.7 - Working Capital
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Practice Activity 6.7: Working Capital
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Chapter 6.8 - Debt
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Practice activity 6.8: Debt
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Chapter 6.9 - Accounting Statements
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Chapter 6.10 - Cashflow Model
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Practice Activity 6.10: Putting the Model Together
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Chapter 6.11 - Graphs Part 1
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Chapter 6.12 - Graphs Part 2
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Chapter 6.13 - Graphs Part 3
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Chapter 6.14 - Data Summary and Useful Functions
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Chapter 6.15 - Data Tables
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Chapter 6.16 - Goal Seek Breakeven Analysis
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Practice Activity 6.16 - Goal Seek Breakeven analysis
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ABC Mining Debt Tab Part 1
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ABC Mining Debt Tab Part 2
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ABC Mining Debt Tab Part 3
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Breakeven Analysis Copper Price
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8
Chapter 7 - Credit Analysis for Project Finance and Corporate Finance
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Chapter 7.1 Intro
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Chapter 7.2 - Preparation of Term sheets
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Chapter 7.3 - Risk Assessment
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Chapter 7.4 - Sources of Information
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Chapter 7.5 - Hedging
FREE PREVIEW -
Chapter 7.6 - Forwards Futures and Options
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Chapter 7.7 - Deal Pricing
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Chapter 7.8 - Contents of a credit paper
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Chapter 7.9 Executive Summary
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Chapter 7.10 Transaction Summary Part 1 (Abridged Termsheet)
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Chapter 7.11 Transaction Summary Part 2
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Chapter 7.12 Transaction Summary Part 3
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Chapter 7.13 Company Description
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Chapter 7.14 Deal Structure
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Chapter 7.15 Financial analysis Part 1
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Chapter 7.16 Financial analysis Part 2
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Chapter 7.17 Financial Model Forecasts Part 1
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Chapter 7.18 Financial Model Forecasts Part 2 Covenants
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Chapter 7.19 Stress Testing
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Chapter 7.20 Peer Comparison
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Chapter 7.21 Risks and Mitigants
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Chapter 7.22 Rating and LGD
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Chapter 7.23 Value Proposition
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Chapter 7.24 Credit Thesis
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Chapter 9 - Pitch Books and Presentations
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Chapter 9.1 - Introduction To Presentations and Pitchbooks
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Chapter 9.2 - Disclaimer
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Chapter 9.3 - Executive Summary
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Chapter 9.4 - Global Growth Outlook Part 1 (Market Update)
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Chapter 9.5 - Global Growth Outlook Part 2 (Market Update)
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Chapter 9.6 - Financial Model Analysis
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Chapter 9.8 - Proposed Solutions
FREE PREVIEW -
Chapter 9.9 - Recommendation and Way Forward
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Chapter 9.10 - Credentials and Deal Team
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Chapter 9.11 - Formatting and Layout
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Chapter 9.12 - Aesthetics
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10
Congratulations on Completing the Course!!!
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Course Completion
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Before you go...
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Instructor
Perry Fisher
Instructor
Perry Fisher
Perry has extensive experience in investment banking and education. While an investment banker he structured multimillion-dollar transactions, developed pricing models, managed investment-related risks, prepared client pitches and successfully closed deals. Prior to investment banking, Perry worked as a training facilitator for a small business incubator program. He also taught A-level Economics, Statistics and Mathematics at one of South Africa's most prestigious high schools, and authored mathematics textbooks for distance learning students. Perry holds a Bachelor’s degree in statistics and actuarial science and an honours degree in advanced mathematics of finance.
Satisfied Clients: Financial Services
