Industry Financial Analysis That Actually Makes Sense
Understand market movements and sector trends without the corporate jargon
We decode financial data from mining, agriculture, energy, and manufacturing sectors—turning complex numbers into practical insights you can use. Our training helps analysts think critically about industry patterns and economic indicators that matter.
Why Industry-Specific Analysis Matters
Generic financial models miss what actually drives sector performance. A mining company doesn't behave like a tech startup. Agricultural exports respond differently to currency shifts than service exports do.
Our programs teach you to read the signals that matter for each industry. You'll learn how commodity cycles affect balance sheets, why certain sectors correlate with infrastructure spending, and which indicators predict actual operational changes versus just market noise.
Resource Sector Fundamentals
Learn to assess mining operations, understand exploration costs versus production value, and read geological reports that influence financial forecasts.
Agricultural Market Dynamics
Weather patterns, export markets, and seasonal financing—discover how these variables interact with commodity pricing and farm operation sustainability.
Energy Transition Economics
Navigate the shift from traditional energy to renewables, understanding both legacy infrastructure valuations and emerging technology investments.
How We Think About Teaching Finance
Three principles guide everything we build into our curriculum and learning materials
Context Before Numbers
Financial statements don't exist in a vacuum. Before diving into ratios and metrics, we teach you to understand the operational realities behind the figures.
Critical Question Development
Good analysis starts with asking the right questions. We focus on developing your ability to identify what information matters and what's just noise.
Real Case Studies
Theory only takes you so far. Our materials draw from actual company reports, real market events, and documented industry shifts—not hypothetical scenarios.
Our Teaching Methodology
We've structured our programs around how people actually learn to analyze industries—building from concrete observations to abstract frameworks, not the other way around.
Each module starts with a real company or market situation. You'll work through primary documents—annual reports, ASX announcements, industry publications—before moving to analytical tools and frameworks.
This approach helps you develop judgment about when models apply and when they don't. That's the difference between calculating numbers and understanding what they mean.
What You'll Learn Across Different Sectors
| Industry Focus | Key Analytical Skills | Practical Applications |
|---|---|---|
| Mining & Resources | Reserve valuation, production cost analysis, commodity price sensitivity, capital expenditure assessment | Evaluating exploration investments, understanding royalty structures, analyzing merger rationale in consolidating markets |
| Agriculture & Pastoral | Seasonal working capital needs, climate risk assessment, export market dependencies, land asset valuation | Financing harvest cycles, assessing drought impact on operations, evaluating vertical integration strategies |
| Energy Markets | Infrastructure utilization rates, regulatory environment impact, transition technology economics, distribution network analysis | Comparing traditional versus renewable project returns, understanding grid connection costs, assessing stranded asset risk |
| Manufacturing | Supply chain finance, inventory efficiency, margin compression factors, capacity utilization metrics | Working capital optimization, make-versus-buy decisions, identifying operational leverage points |
Kieran Thorburn
Lead Instructor, Industry Analysis
I spent twelve years analyzing resource companies for institutional investors before shifting to education. What frustrated me most was how disconnected academic finance felt from actual industry operations.
When you're evaluating a lithium producer, you need to understand brine chemistry and processing methods—not just discount rate calculations. Same with agricultural companies: water rights and soil quality aren't footnotes, they're the business.
That's why our programs start with industry fundamentals. The financial analysis becomes much clearer once you understand what you're actually analyzing.
Applications Open for July 2026 Programs
Our next intake begins mid-year with courses spanning six to twelve months depending on your focus area. Program details and structure information available now.