Helen Cartwright
Editor
Twenty-two years covering metals and mining finance, latterly on a sell-side commodities desk. Writes the front-page framing notes and signs off every jurisdiction claim.
About this publication
AurumPivot Research is a standalone publication. It is not part of a network, it does not syndicate or republish other outlets, and it carries no sponsored or paid placements. Where we cover a company, we say what is verifiable, what is claimed by the company and what remains unaudited.
Editor
Twenty-two years covering metals and mining finance, latterly on a sell-side commodities desk. Writes the front-page framing notes and signs off every jurisdiction claim.
Senior analyst, producers
Reads quarterlies for a living. Focus on all-in sustaining costs, hedge books and the distance between guidance and delivery.
Senior analyst, capital allocation
Former buy-side. Tracks dividends, buybacks, streaming deals and how boards spend a high gold price.
Markets
Bullion flows, real yields and official-sector demand. Prefers positioning data to narrative.
Latin America and Iberia
Permitting, community consent and the slow arithmetic of ramp-ups in the Andes.
Geology and resource statements
Economic geologist. Assesses drill results, resource categories and the gap between inferred and bankable.
East Africa
Licensing regimes, refining policy and artisanal supply chains, reported from primary documents where they exist.
Trade and logistics
Export routes, refining capacity and the paperwork that decides where value is captured.
We publish two to four notes a week, weighted to reporting season, plus a longer desk review at the end of each month. We do not run breaking news and we do not chase a daily schedule. If a filing has not been read, the note waits.
Every note names its primary sources: filings, resource statements, licence records, central bank releases or published exchange data. Company statements are attributed as claims until an independent document supports them. Estimates are labelled as ours.
Corrections are made on the page, dated, with the original wording described. We do not delete published notes. Where our view changes, we publish the revision rather than editing the argument out.
Nothing published here is investment advice, a recommendation or an offer to deal. Contributors may not trade the securities they cover in the five sessions either side of publication.
We do not publish a public postal address for the desk. Legal correspondence should be sent to the editorial address above and will be acknowledged within five working days.