In this webcast presentation, Donald Coxe discusses:
• Defining "value" for basic materials companies and understanding how valuations may be tied to long-term cycles in the global economy.
• Understanding the two-cycle theory of resources
Donald Coxe defines "value" for basic materials companies and explores how valuations may be tied to long-term cycles in the global economy. He also discusses the two-cycle theory of resources and how to determine appropriate valuation methods for each industry in the energy sector. Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.