About DUQUANT ANALYTICS
Welcome to DUQUANT Analytics! This website is dedicated to providing in-depth insights and analysis in the fields of future facing commodities and the mining companies that should benefit from tailwinds for growth driven by the energy transition. The aim is to continuously learn and explore the critical elements that will drive a sustainable future, and to write and share these findings. The passion lies in exploring the intricate dynamics of the various commodities, mining and energy companies, and the essential green elements that are pivotal to our transition towards a cleaner, more sustainable world.
MISSION
“To provide investors with quantitative based insights, coverage and a leftfield perspective on future facing commodities like critical green metals, rare earths, energy, precious metals and the companies that mine them”
An innovative macro approach to analyzing international resource companies aims to transform the complex mining operational and results data into clear, actionable investment strategies that drive success by way of:
Private Consultations and Research Analysis
- Research Discussions: One-on-one consultation sessions to help you or your team navigate your research projects with expert advise and insights.
- Company Analysis: Detailed evaluations, breakdowns and analysis of companies in the mining, commodity and energy sectors, tailored to your specific needs.
- Valuations: Equity valuations can be conducted on companies in the mining and commodity sectors, – DCF, NPV, multiples approach, peer analysis.
Reach out via contact page.
Stay Informed:
In-depth analysis on each of the critical commodities.
Insights into the mining companies responsible for sourcing critical metals like copper, lithium, cobalt, rare earths and more.
A focus on precious metals as a hedge against inflation and devaluation of fiat currencies.
Latest developments in renewable energy technologies.
In-depth analysis on the energy companies that are keeping the lights on, and those leading the transition.
Analyzing the trends and forecasts that will shape the future.
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About Me
DUQUANT Analytics is the birthchild of the curiosity Keenen du Toit has for the mining sector. Born in the City of Johannesburg, South Africa, and being surrounded by largest gold mine dumps on earth, this sparked a deep fascination for mining all his life. South Africa accounted for c.33-40% of all gold ever mined, with the Witwatersrand Basin being the largest gold deposit known to man. South Africa also holds more than 80% of global platinum reserves, accounts for 70% of annual manganese production and 75% of chrome production. Growing up in a country with such a diverse geology is bound to get any mining enthusiasts gears grinding. After completing a master’s degree dissertation based on platinum mining companies in South Africa, there was a passion to keep researching precious metals and the mining sector.
Keenen du Toit founded DUQUANT Analytics in 2024 with a passion to uncover and share the developments taking place in mining around the world. Prior to DUQUANT Analytics, he was a sell side analyst at a stockbroker in South Africa, was exposed to a few SA mining companies during his tenure and also had some exposure to private equity. Equipped with a skillset in building financial models, conducting research and making quantitatively based decisions, this sets the foundation for DUQUANT Analytics.
Keenen holds a Master’s of Commerce in Investment Management, a Bachelor of Commerce Honours in Investment Management and a Bachelor’s of Commerce in Finance degree from the University of Johannesburg. He also completed Level I of the CFA program.
Mining Research Categories
Precious Metals
Critical Green Metals
Energy Players