Sector Expert: Paul Adams

DJ Carmichael

Image: Paul Adams

Paul Adams is a geologist and head of research at DJ Carmichael. He has 16 years of experience in the mining industry, in Australia and elsewhere, and was previously chief geologist and evaluations manager at Placer Dome's Granny Smith mine. He is a member of the Australian Institute of Mining and Metallurgy and has a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia.

Recent Interviews

Paul Adams: Macro Trumps Micro in Resource Sector (11/3/14)

Investors in Australia's junior mining sector are feeling the same pain as those in North America but Paul Adams, an analyst with brokerage firm DJ Carmichael in Perth, believes select junior resource companies will outperform the broad markets as macro-level events impact certain commodities. In this interview with The Gold Report, Adams suggests that strong demand fundamentals in nickel, zinc and uranium could mean better years ahead for equities with exposure to those commodities. Adams also discusses DJ Carmichael's new investment strategy and several companies that fit into it.

Paul Adams: Investor-Friendly Australian Projects Around the World (3/11/14)

Rather than shoot for the stars, Paul Adams of DJ Carmichael argues that junior miners should focus on more modest projects best suited to maximizing shareholder value. This means projects with reasonable capex, good grades and short turnaround times. In this interview with The Mining Report, Adams suggests gold, copper, iron ore and rare earths projects that can weather the complete commodities cycle, as well as a fascinating gold-silver outlier in Peru.

Recent Quotes

"NTU should be the world's next major dysprosium producer outside of China."

The Gold Report Interview with Paul Adams (11/3/14)
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"HCH sought areas that fulfilled its criteria and found, negotiated and acquired three projects very quietly."

The Mining Report Interview with Paul Adams (3/11/14)
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"NTU is blessed with one of the simplest mineral assemblages, dominated by xenotime."

The Mining Report Interview with Paul Adams (3/11/14)
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"HCH extended Productora's Habanero zone to a strike length of 600m."

— Paul Adams, DJ Carmichael (12/12/13)
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