Knowledge

March 8, 2017
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Alpha Transport: A Little Digital Goes a Long Way

By: David Flake, VCI Business Development Manager Introduction Trucking is the life blood of the U.S. economy and tends to be a leading indicator of its health. The trucking industry is a cyclical sector that includes about 110,000 for-hire carriers and 350,000 independent owner-operators. There are many critical issues for the industry including regulations like Hours-Of-Service (HOS) and the Compliance, Safety, Accountability (CSA) program, and challenges around driver shortages, retention, health/wellness and distraction, and even the lack of available safe truck parking. With many uncertainties about the future, it’s imperative […]
March 8, 2017
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Financial Analysis of Oil and Gas Market – February 2017

Despite the near record increase in U.S. oil inventories last week – an increase of 13.8 million barrels – oil prices traded up in February. The abnormal crude stock increase took inventories close to 80-year record levels at 508 million barrels, and is evidence that should worry oil bulls. However, the oil markets were not deterred. In fact, that has been a defining characteristic of the market in recent weeks – optimism even in the face of some pretty worrying signals about the trajectory of the market. Bubble size represents […]
March 8, 2017
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Financial Analysis of Gold Market – February 2017

Gold has been on a bull run since it bottomed at 1,125 last December, one day after the Fed Meeting. Gold made its first run from 1,125 to 1,220, up 95 dollars, then pulled back and made its local bottom at 1,180. The run resumed then and topped at 1,247 on Feb 8th. It closed at 1247.60 on March 1, 2017. Bubble size represents market cap FIGURE 1: PERFORMANCE OF GOLD MINERS Description: Figure 1 highlights the performance of the gold mining industry for the month of February 2017 (x-axis) […]
March 8, 2017
VCI-February-newsletter

Digital transformation is ultimately about culture

If you as a talented executive find your head spinning with hundreds of options to digitize your operations, here is a pointer. A decade ago, popularized technology innovation migrated from redesigning salt shakers and door handles to tackling the industrial world. Along the way, autonomous vehicles, knowledge hubs and collaboration centers entered our work space and occupied much of our thinking time. That was a decade ago. On the other side of this story is the future made up of artificial intelligence, machine learning with real time information piped from […]
January 31, 2017
Strategy and Digital Transformation

Strategy and Digital Transformation

We develop strategies with some objectives in mind: Digital transformation is about optimizing the performance of the company. Often the organization begins to sense panic, that they have fallen behind in their business execution constructs and now need a specific intervention so that the organization can catch-up with current digital developments and hopefully jump the learning curve on a few ideas that would give them a competitive advantage. It’s true that in the wonderful world of technology advances, many companies have found new fortunes by changing their business model – […]
January 31, 2017
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Financial Analysis of Oil and Gas Market – January 2017

It will not surprise any investor in oil and gas and related businesses that theirs is a cyclical business. Prices run up when supplies fall short of demand, hover around peak for a few years, then tumble as new supply sources are developed and demand growth slows down. 2016 has not been an easy ride for anyone at any level in the industry. Last year would have been an epic fail had it not been for the Saudis cutting 1.2m bpd, Iraq reducing output by nearly 20%, and Russia leading […]
January 31, 2017
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Financial Analysis of Gold Market – January 2017

Gold managed to rebound slightly in 2016, rising 8% and making back a bit of the lost ground that it has suffered in previous years. A new U.S. president has entered the Oval Office this year. His policies, while embraced by Wall Street, are untested largely. Trump’s first few days in office and he has already signed a bunch of executive orders making good on some of his campaign promises. Suffice it to say geopolitical tensions are fraught at this point and this could be good news for gold. Month-to-date […]
January 31, 2017
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2017 MARKET UPDATE – January

2017 started with improved valuations for commodity producers as investors realized they neglected this sector too much. The miners have not had such good market performance since 2008 and the oil & gas sector looks equally good. But behind the scenes, the deliberate efforts to improve margins remain the critical play. There is no fundamental reason to believe that price increases will bring external relief. We believe that following structural investments to impact unit costs, the best sustainable management activity this year will be to continue transforming the sector towards […]
December 18, 2016

Early results from the 2016 Innovations State of Play survey

Check out early results from the 2016 Innovations State of Play survey of more than 700 global mining executives at The Pick. The Pick is Australia’s premier resources sector investment magazine distributed via The Australian Financial Review across all Australian capitals. View the online version here https://the-pick.com.au/innovation-state-play/
December 16, 2016
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2016 In Review – Our Insights

2016 is most certainly a year of note. Remember, we started the year with a mining index that was at a 12-year low. Since then, the FTSE all-share mining index has doubled in value and is among the best performing sectors in Europe. From the crises management and debt reduction pledges of all the large players, we now have Anglo American and Glencore’s stock prices up 310 per cent and 220 percent, respectively. The near drowning weight of debt at the beginning of the year gave way to companies not having […]
Paul Leonardi's Bio

Paul Leonardi is the Duca Family Professor of Technology Management at UC Santa Barbara. He holds appointments in the Technology Management Program (TMP) and the Department of Communication. He is also the Investment Group of Santa Barbara Founding Director of the Master of Technology Management Program.

Dr. Leonardi’s research, teaching, and consulting focus on helping companies to create and share knowledge more effectively. He is interested in how implementing new technologies and harnessing the power of informal social networks can help companies take advantage of their knowledge assets to create innovative products and services.

He has authored dozens of articles that have appeared in top journals across the fields of management, organization studies, communication studies, and information systems research. He is also the author of three books on innovation and organizational change. He has won major awards for his research from the Academy of Management, the American Sociological Association, the Alfred P. Sloan Foundation, the Association for Information Systems, the International Communication Association, the National Communication Association, and the National Science Foundation.

Over the past decade, he has consulted with for-profit and non-profit organizations about how to improve communication between departments, how to use social technologies to improve internal knowledge sharing, how to structure global product development operations, and how to manage the human aspects of new technology implementation.

Before coming to UCSB, Dr. Leonardi worked at Northwestern University on the faculties of the School of Communication, the McCormick School of Engineering, and the Kellogg School of Management. He received his Ph.D. in Management Science and Engineering from the Center for Work, Technology, and Organization at Stanford University.

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Willem Buhrmann's Bio

 

Willem Buhrmann is an experienced mining professional that has extensive African and international experience in project management, strategy implementation and corporate finance. Willem was previously Business Development Manager (Africa) for Rio Tinto Energy and more recently consulted to the wider mining industry including majors and a variety of juniors. He holds degrees in finance (Chartered Accountant) and the legal world (LL.B.)

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