S3 Ep43: Exploration is more often than not disappointing w/ Kiran Morzaria CEO Cadence Minerald #kdnc
00:00 - Introduction & interest in geology 11:02 - Mining Cycle & Public Attitude to Mining 20:17 - Where are we in the cycle commodity demand curve? 27:35 - Early Mining Career Experience 30:49 - Kiran's Approach to management 35:35 - Exploration is more often than not disappointing 40:32 - Cadence 47:41 - Exit Strategy/dividend/disposal 52:04 - Amapa Iron Ore 58:44 - Closing Thoughts