About Us

Mining investment advisory
built on experience

We combine mining and infrastructure experience with economic modelling and investment analysis. Our principal-led team helps owners, investors and institutions assess value, compare options and understand material risks, with specialist input matched to each assignment.
Meet the Team
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Mining investment decisions
grounded in reality.

Decisions about mining projects, acquisitions and competing uses of capital depend on evidence that may be incomplete, inconsistent or overly optimistic. Material assumptions, infrastructure dependencies and long-term obligations can change asset value, funding requirements and the preferred investment option. Clients need to understand what drives the economics, which risks matter and whether the available evidence supports their next capital decision.

Project Economics & Investment Analysis is Minesmart’s lead capability. We build and challenge financial models, compare alternatives and connect relevant specialist evidence to investment consequences. We assess material risks and quantify exposures where the decision and evidence justify it. Our conclusions explain the economic basis, decision conditions and prioritised actions, including when the evidence supports changing course, deferring or stopping.

our framework

We connect the factors that shape value, risk and delivery.

Our framework organises investment evidence across six dimensions and 20 assessment categories. We tailor the depth of review to your decision, the asset stage and the material risks.
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We assess evidence together to understand value, compare alternatives and identify the material risks, dependencies and conditions that shape your investment decision.
See our assessment framework

Meet our team

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Pieter du Plessis
Principal, Project Economics & Investment Analysis
Pieter leads project economics and investment analysis, drawing on mining, investment banking and World Bank consulting experience. He builds and challenges financial models, compares investment options and tests downside exposure to inform valuation, acquisitions and capital allocation.
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Siri Genik
Principal, ESG & Stakeholder Integration
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Siri leads ESG, stakeholder and governance assessment, identifying material risks, obligations and evidence gaps. She connects environmental and social findings to investment implications, working with relevant specialists to clarify commitments, decision conditions and practical next steps.
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Marc Lincoln
Principal, Technical, Infrastructure & Delivery
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Marc leads technical, infrastructure and execution assessment, drawing on Anglo American and De Beers experience. He challenges scope, cost and schedule assumptions, tests delivery plans and assesses operating capability to identify constraints that could change the investment case.
Our Values

Principles that guide our work

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Independence
We assess conflicts before accepting work, disclose material interests and decline assignments where conflicts cannot be managed. Our recommendations follow the evidence, including when it supports changing course, deferring or stopping.
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Integration
We connect relevant evidence across the six dimensions to assess asset value, risks and investment alternatives. Material dependencies and specialist assessments inform the economic analysis, decision conditions and practical next steps.
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Rigour
We challenge material assumptions, check the model logic and document sources, methods and limitations. Risk assessment and quantification are proportionate to the decision and evidence, so clients can trace the basis of our conclusions.
Independent judgement, integrated evidence and rigorous analysis give you a clear view of value, risk and the conditions that matter to your investment decision.
Discuss a decision
Get Started

Bring clarity to your
‍next investment decision.

Tell us what you need to decide, what information you have and when you need an answer. We’ll discuss how Minesmart can help and propose a focused scope with clear deliverables.
Discuss a decision
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