Agile Mining Services - Mining Outlook - Issue 16

Agility in Motion

Agility in Motion As South Australia’s mining sector gains momentum, Agile Mining Services is helping junior miners unlock value through operational expertise, technology integration, and capital-backed end-to-end project delivery. Kerry Mudge, Founder and Managing Director, tells us more Writer: Lily Sawyer | Project Manager: Thomas Arnold

AGILE MINING SERVICES ASIA PACIFIC

The mining industry in South Australia (SA) is on the cusp of something special – we have not been able to say that honestly for a long time.”

The opening words of Kerry Mudge, Founder and Managing Director of South Australian iron ore contractor Agile Mining Services (Agile), reflect a wider sentiment of optimism that can be felt across the region.

With a mature project pipeline and a commodity mix consisting of iron, copper, gold, uranium, and rare earths working in the state’s favour, SA’s mining status is on the rise.

Following 20 years with iron ore at the pinnacle, copper is now emerging as a leading asset for major mining

houses such as BHP. Indeed, junior mining companies in SA are now well placed to attract capital – not just chase it – which is why operationally credible delivery partners are becoming increasingly crucial.

“The bottleneck is delivery, not deposits,” he points out.

Challenges within the industry continue to persist, however, with more expensive capital, stretched lead times, and a lack of skilled operators.

In this context, Agile recognises that the opportunity is bigger than the challenge, which is why it has spent six years acting as the conduit between deposits and capital.

“Our core service is end-to-end open-pit mining – and end-toend means three things: project intelligence, operational excellence, and capital conduit,” Mudge outlines.

For Agile, project intelligence is where its engagement starts – working alongside the resource owner’s geology team, pressuretesting the resource model against the orebody, and rebuilding the mine plan based on reality rather than feasibility.

“Pit design, life-of-mine, shortinterval planning, drill-and-blast pattern design tuned to the rock rather than the equipment – all of it sits in the intelligence layer,” he explains.

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AGILE MINING SERVICES ASIA PACIFIC

Operational excellence is the part the market sees, with one operator assuming full accountability and one delivery partner running the full chain.

Capital conduit is what Agile believes matters most to its resource partners as it entails investing in assets via structured offtaker finance, equipment finance, and working capital packages.

“Agile-operated assets attract capital that unmanaged or piecemeal-operated assets cannot,” Mudge prides.

PROLIFIC PROJECTS Two iron ore projects are the heart of Agile’s story.

The first had been in care and maintenance for a decade before the company came in, restarted the mine, and lifted production from 1.2 million tonnes per annum (tpa) to 3.2 million tpa.

Having executed the plan endto-end – which saw the ramp up and stabilise stages selling nine million tonnes (t) of iron ore into seaborne markets – Agile’s team then transitioned to its second project.

A greenfield deposit, the second project was built from scratch under the company’s end-to-end model.

“Once running, the reserve started to grow, which came from understanding the deposit, investing in it, and turning new resources into reserves through in-house engineering,” Mudge details.

As a result, the reserve has grown to 14 million t during operations, with Agile now targeting 20 million t.

“That is a near-tripling of the asset’s enterprise value, earned through project intelligence – geology, exploration, and engineering – not just operations,” he specifies.

“You cannot deliver that as a contractor who only loads and hauls.

You have to be inside the geology and the planning, which is what the project intelligence does for the asset owner.”

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CALL TO ACTION Mudge believes the conversation around mining in Australia has become unbalanced of late.

“The industry has been bad at telling its own story for a long time, and the result is a generation of young Australians who cannot see themselves in this work, even though it is some of the most meaningful, well-paid, and technically interesting work on offer,” he emphasises.

Mudge believes Agile can play a role in changing that, which is why he writes publicly about how the business operates, why the company opens its sites to media and local communities, and why Agile treats the people on its crews as the face of the company.

“The industry will not be saved by glossy corporate campaigns. It will be saved by operators telling the truth about what they do,” he observes.

“If anyone reading this is in mining and frustrated about the way our industry is perceived — get in front of a camera, write the post, take the meeting with the school. The story will not tell itself,” Mudge urges.

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“WHETHER THE DEPOSIT IS IN CARE AND MAINTENANCE OR HAS NEVER BEEN MINED, OR THE COMMODITY IS IRON ORE, COPPER, OR SOMETHING F U R T H E R D O W N T H E P E R I O D I C TA B L E – W E A R E W E L L O N T H E WAY ” – K E R RY M U D G E , FO U N D E R A N D M A N AG I N G D I R E C TO R , AG I L E M I N I N G S E RV I C E S

therefore our job to be the most reliable name in that group,” Mudge asserts.

BUILDING A STORY

On the global market, SA’s favourable characteristics comprise world-class geology, lower geopolitical complexity, and a growing mid-tier producer base that is genuinely accountable for what it ships.

“For much of the market, this kind of accountability is the only reason to consider SA hematite at all. It is 6 | Mining Outlook Issue 16

Alongside its two core iron ore projects, Agile has also demonstrated its ability to move quickly when the market conditions are right.

“Our third iron ore project was sitting in care and maintenance with a small footprint and a complicated history. Then, the iron ore price spiked,” Mudge informs.

Agile restarted the site quickly to catch the rising iron ore price whilst the window was open, bringing in dry magnetic separation technology to lift the product specifications to where the deposit required it.

The company also engineered a flexible logistics solution that moved

ore to port without getting caught by rail and port-slot bottlenecks that would have killed the economics.

Although a small job, the speed of turnaround was a challenge as the market window would not wait.

“In a price cycle like that one, sometimes you only get one chance, and it can be easily missed. We mined the deposit well and moved on once the work was done,” he highlights.

This third project proved Agile can move quickly, deploy specialised technology, and engineer commercial flexibility when the window is open and the operating environment demands it.

“That capability is exactly what the next generation of SA producers – and the capital that backs them – is looking for,” Mudge informs.

Whilst its active operation continues, the company is working with several

AGILE MINING SERVICES ASIA PACIFIC

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clients to unlock the whole province around the project, which includes further hematite and magnetite deposits and copper, mineral sands, and gold resources – a multi-year, multi-asset opportunity.

Beyond this, Agile is progressing a pipeline with junior and mid-tier resource owners across Australia, including both restart candidates and greenfield sites.

“There is a real opportunity to replicate what we have achieved in SA – owners with proven deposits who need a partner that can rapidly set up an operation, run it smoothly and profitably, and build a story the capital markets will underwrite,” he surmises.

POWER OF TECHNOLOGY Whilst mining technology is often sold as a transformation story, Agile

08 8374 0340 minebusservices.com.au

believes that, when properly deployed, it lets a smaller operator behave like a larger one without inheriting the overhead.

“That is the lever we are pulling – and we have pulled it harder than most contractors of our size would,” Mudge confirms.

The clearest example is Agile’s partnership with Perth-based mining technology business, RaptorTech.

RaptorTech’s fleet management, collision avoidance, and high-precision GPS guidance solutions all run through one ecosystem, and Agile deployed and integrated the RaptorOS fleet management platform into its operations.

In practice, this involves live visibility, machine location, and asset status all mapped in a 3D digital twin of the pit.

As a result, in 2024 the partnership won the Premier’s Award for Productivity Improvement (Resources), issued by the South Australian Department for Energy and Mining.

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AGILE MINING SERVICES ASIA PACIFIC

AS A PROUDLY SA-OWNED AND OPERATED COMPANY, HOW DO YOU PRIORITISE THE COMMUNITIES LOCAL TO YOU WHEN IT COMES TO PROCUREMENT AND EMPLOYMENT OPPORTUNITIES? KERRY MUDGE, FOUNDER AND MANAGING DIRECTOR: “We are an SA company in a meaningful sense, not a marketing sense. The business is owned and headquartered here, our operations are here, and the majority of our supply chain spend stays here - that is policy.

“On procurement, our default is local first. When a piece of work can be done by a regional SA business at a competitive standard, that is where it goes.

“The secondary effect – the workshop in Whyalla that picks up the welding job, the trucking firm that picks up the freight – keeps regional SA viable for the next generation of mining workers. It also reduces operational risk: a local supply chain we know is more reliable than a fly-in, fly-out one we do not.

“On employment, we recruit regionally where the role allows. Our deliberate bias is to bring local people into operating roles and train them up rather than fly in a fully formed crew.

“Although this takes longer and costs more in year one, it pays back in retention, in the social licence side of the ledger, and in the workforce continuity that lets us move from one project to the next without rebuilding the team each time.

“SA has 1.8 million people and a mining industry that punches above its weight. If an SA-owned contractor cannot back the SA supply chain, no one will.”

“Agile and RaptorTech took the prize jointly, which is the right way for that award to land – the technology and the operator both have to deliver for it to mean anything,” he asserts.

The productivity gains afforded by RaptorTech across Agile’s operations have been significant and the Premier’s Award is a valuable thirdparty validation.

Elsewhere, the Agile Operating System is the company’s internal integrated platform – the data spine, workflow planner, and connective tissue that takes live data from the fleet and turns it into real-time decisions.

“Most smaller operators integrate vendor tools loosely and call it a system – we have gone further,” Mudge excites.

When it comes to automation and artificial intelligence (AI) more broadly, the early gains have been in maintenance scheduling, drill pattern optimisation, dispatch logic, and document handling.

“We are not running an autonomous fleet – we are using machine intelligence to take the cognitive load off our planners and supervisors so they can spend their day on the decisions that actually move the cost line,” he notes.

As such, the Agile Operating System is what positions the company well to absorb the next wave of AI and automation as it lands.

“Our philosophy is if a tool does not pay back inside 12 months, we do not deploy it. The companies that get hurt by technology are the ones who buy the brochure instead of the outcome,” Mudge states.

RESPONSIBLE OPERATOR With a holistic view of sustainability at its core, Agile is dedicated to protecting the environment, land, people, and cultures around it.

Environmentally, the company believes it should be able to leave a site and return it to the community in 8 | Mining Outlook Issue 16

AGILE MINING SERVICES ASIA PACIFIC

better shape than it found it.

“We plan to rehabilitate the mine from the outset – both because it is operationally right and because it shortens the rehabilitation tail that capital and regulators both watch,” Mudge elaborates.

When it comes to people, sustainability means overseeing a workforce that can do the job for 30+ years without burning out, getting

hurt, or giving up the family life that brought them to a regional operation.

“This shows up in our roster design, safety leading indicators, and turnover numbers. It is also the part of sustainability we are most disciplined about because it drives operating performance,” he affirms.

In terms of culture and country, Agile takes the responsibility of operating on Aboriginal land seriously

– as any SA-owned operator should.

It works with Traditional Owners on every site and treats heritage management as a core part of its operations, rather than a compliance function.

“There is no version of long-term mining in this state that does not start with that relationship being right,” Mudge impassions.

More than holding itself to high standards as an environmental, social, and governance (ESG) leader, Agile sees itself as a contractor that intends to still be here in 20 years.

“That ambition forces sustainability into every decision, whether we label it that way or not,” he assures.

Indeed, Agile’s perspective on community development and corporate social responsibility (CSR) in regional SA is consistent.

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“One of the institutions that works hardest for our people here is the Royal Flying Doctor Service (RFDS) – every operator at every one of our sites is one bad day away from needing the RFDS,” Mudge reflects.

Therefore, when a client came to Agile with an opportunity to contribute to RFDS, the answer was immediately yes.

Beyond this initiative, Agile is proud to buy local, employ local, and back the regional supply chain that keeps small SA towns viable.

“That kind of contribution compounds, because it builds the economic base of the place rather than the visibility of the brand,” he posits.

A BRIGHT FUTURE

“ W E P L A N T O R E H A B I L I TAT E T H E M I N E F R O M T H E O U TS E T – B OT H B E C AU S E I T I S O P E R AT I O N A L LY R I G H T A N D B E C A U S E I T S H O R T E N S T H E R E H A B I L I TAT I O N TA I L T H AT C A P I TA L A N D R E G U L AT O R S B O T H WAT C H ” – K E R RY M U D G E , FO U N D E R A N D M A N AG I N G D I R E C TO R , AG I L E MINING SERVICES

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Looking ahead, Agile intends to be the most capable end-to-end mining services business in Australia.

“Not the biggest: the most capable.

Capability and scale are different paths, and we are not interested in scaling past our ability to operate well,” Mudge confidently says.

The macro context defines this year, with SA on the cusp of a generational shift in terms of its pipeline maturity, commodity mix, and plethora of wellled junior miners attracting capital.

Agile is well-placed to deliver in this context, acting as the conduit between the credibility on the ground and the capital that wants to back it.

The company plans to grow its active iron ore operation towards its reserve target through disciplined operations.

Agile is also looking to convert the next opportunity in its pipeline – either a restart or greenfield project – without dropping the ball on existing operations.

Elsewhere, the company intends to continue investing in its people, particularly in operators and supervisors developed from within.

“We will also extend the Agile Operating System so we can run

AGILE MINING SERVICES ASIA PACIFIC

WHO IN THE INDUSTRY WOULD YOU SAY BENEFITS MOST FROM AGILE’S SERVICES? KERRY MUDGE, FOUNDER AND MANAGING DIRECTOR: “The clients who feel the value of all three pillars most are juniors and mid-tier resource owners. They come to us in two forms.

“The first is a brownfield project sitting in care and maintenance – the previous owner walked away, the orebody is still there, and the project needs a contractor who will restart it economically.

“The second is a greenfield – a deposit that has never been mined, where the owner needs an operating partner from day one.

“Our track record covers both. We have successfully restarted care and maintenance operations, run them well, and finished them cleanly. Our active operation is a greenfield we built from scratch.

“Our philosophy is: we think like a contractor but act like an owner. That is not a tagline – it is the way we structure contracts, deploy people, and challenge plans.

“If a client’s mine plan does not stack up, we say so, even when doing so is commercially inconvenient for us in the short term.

That posture is what binds the three pillars into one offer rather than three loose claims.”

more sites without losing the operating signal and build the capital relationships that allow Agileoperated assets to access the funding the moment is creating,” he tells us.

The company’s medium-term ambition is to be the contractor Australian junior and mid-tier miners think of first when they have a deposit and a decision to make – and the

contractor that capital managers and overseas investors think of when they are underwriting a producer.

“Whether the deposit is in care and maintenance or has never been mined, or the commodity is iron ore, copper, or something further down the periodic table – we are well on the way,” Mudge passionately concludes.

Tel: +63 456 733 231 info@agilemining.au

www.agilemining.com.au

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Tel: +63 456 733 231 info@agilemining.au www.agilemining.com.au

PRODUCED BY MINING OUTLOOK MAGAZINE