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Lonmin, Impala may return to debt, equity markets

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Impala may struggle to finance its R30bn capital programme while Lonmin was delaying the inevitable by failing to address its cash burn, analysts said.

Miners may test SA Govt’s BEE charter in court

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End-March currently stands as a critical moment for the SA mining sector as a government report about the status of the 10-year BEE process falls due.

Northam R2.5bn book-build augurs well for BEE

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Shares worth R2.5 owned by ENRC in Northam were placed with investors at the slimmest of discounts - an outcome the firm said augured well for its BEE deal.

Sasol in Eskom power talks, weighs LNG plan

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Sasol said it was seeking three- to five-year power purchase agreements with Eskom, and said it was discussing an LNG plant with government departments.

Exxaro to revise GMEP after latest Eskom snafu

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Exxaro Resources said it would revise the configuration of its R10bn Grootegeluk expansion following the delay in synchronisation of Eskom's Medupi power station.

RoC, Exxaro to return Mayoko to drawing board

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Exxaro said it and the Republic of Congo would be realistic about building Mayoko as iron ore is trading $20/t below the level at which the project was benchmarked.

Transnet says won’t budge on Glencore tariff

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Transnet chief negotiator on rail tariffs said Glencore was just trying to get the government firm to compensate it for the decline in the coal price.

Assmang hooks ferroalloys smelter

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Assmang, a joint venture between ARM and Assore, is to bring the curtain down on its last ferroalloy smelter in Machadodorp following a strategic review.

Glencore lifts payout in show of confidence

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Glencore improved the year-end payout to shareholders despite acknowledging the commodity market had not recovered as quickly as some expected.

Platinum buyers seek to limit SA output risk

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Royal Bafokeng Platinum CEO, Steve Phiri, made the alarming observation that his clients were buying recycled material because SA production was too risky.