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David Radcliffe

Research Analyst at Global Mining Research

David Radclyffe is Managing Director and Senior Mining Analyst at Global Mining Research, specializing in in-depth research on leading ASX-listed mining companies such as Evolution Mining. With over 15 years' experience as a mining analyst and 5 years in industry with North, Homestake, and Newcrest, he has held senior roles including Head of Australian Resources Research at CLSA, Head of Mining Research at Nomura and BMO Europe, and Head of Resources Research at Southern Cross Equities. Radclyffe is recognized for his rigorous coverage and sector insight, regularly contributing to earnings calls and broker research notes for top mining firms, though specific performance metrics or rankings are not publicly available. He is technically qualified as a geologist and geophysicist, providing a solid professional foundation to his market analysis.

David Radcliffe's questions to MAC Copper (MTAL) leadership

Question · Q1 2025

David Radcliffe of Global Mining Research inquired about the shaft production profile for the year, noting the mine has not achieved the implied ore hoisting rate for some time, and asked about potential grade upside that could support the annual targets.

Answer

CEO Michael James McMullen explained that due to successful dilution control and improved mining practices, the company is seeing better-than-expected grades, running around 4.1% versus guidance of 3.8-4.0%. He stated that this higher grade means they will likely achieve their annual metal production targets by hauling slightly less ore tonnage than previously anticipated.

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