Mitch Ryan joined Jefferies in October 2020, following six years as a buy-side senior analyst covering the ex-100 ASX universe. Prior to this Mitch was a Metals & Mining analyst at Macquarie from 2009-2014 with a primary focus on precious metals stocks. His experience includes four years as an ECM analyst at Bell Potter. Mitch is currently studying a Masters of Mining Engineering at UNSW. He has qualified as a Chartered Accountant and received a dual Bachelor of Science (Biomedical) & Commerce from the University of Queensland.

Dan Roden joined Jefferies in March 2021 as a Mining and Metals Equity Research Associate. Previously, Dan worked at BHP Iron Ore in the Pilbara for four years in the Short-Term Scheduling and Drill and Blast space, and also has experience in metallurgical coal and underground copper. Dan has a duel degree in Mining Engineering and Commerce.

What We Are Known For

• Deep understanding of the ASX listed Metals & Mining Sector
• Sector knowledge on relative outloooks
• A focus on upcoming catalysts, estimating upside/downside of an event

How Are We Different

• MIN (Underperform) https://jefferies-portal.bluematrix.com/report/3e940bad-3304-4606-b66e-8f788d9ad46e
• Paladin Energy (Buy): FY24 – Fission Impossible? (https://jefferies-portal.bluematrix.com/report/32dcc06a-cf2f-4a25-900a-d031b84ca71a)

Key Research Highlights

• Evolution: Detailed Site Visit Wrap (https://jefferies-portal.bluematrix.com/report/572da035-9ed2-4a81-800b-9b650ff0064b) 23 June 2024
• Sandfire: Detailed Site Visit Wrap (https://jefferies-portal.bluematrix.com/report/c6e5959f-dc5f-4634-8d1f-a97ce1e71919) 26 May 2024
• Northern Star: Gold price upside (https://javatar.bluematrix.com/docs/html/714e335e-bcc1-4fcf-9f11-84928ee70c21.html) 22 Aug 2024

Corporate & Strategic Access

• Tour – Japan, South Korea & China – EV Supply Chain
• Corporate Access – Capstone Copper Australian NDR