Misplaced coal pessimism has left Thungela oversold
FEW JSE stocks have swung as wildly as Thungela. From a 52-week high of R140.81 in February 2025 to barely R81 by October, the...
Should gold miners pay more cash to investors?
HOW gold miners spend money from bonanza cash flows will be a key test as the sector nears the end of a remarkable year.
Using...
SA needs better solutions than an export tax to save ferrochrome
THE government’s proposed actions to save the waning local ferrochrome industry will adversely affect the chrome mining sector — a high criticality mineral and...
Why Future Coal thinks it can win back the banks
COAL is enjoying a resurgence in reputation. Last month the 300-year-old Lloyd’s of London abandoned one of its climate commitments by allowing its insurers...
The GNU needs to take a leaf out of business’ playbook
EVERY August for the past six years since we acquired the Lonmin operations, I have taken time to reflect deeply as we prepare to...
Govt’s minerals exploration target is a policy fever dream
STATS SA’s first quarter 2025 GDP data quietly confirms South Africa’s ongoing collapse as a global exploration destination. Real capital formation in mineral exploration...
Africa is front and centre in critical minerals conversation
WHETHER you are in Washington, Kinshasa, Beijing, Johannesburg or London, critical minerals are high on the agenda. It is the topic of conversation in...
SA’s Mantashe: stuck in an endless BEE loop
THERE'S a long-standing view around town that the South African Government gaslights its mining industry with horror legislative proposals as a negotiating technique.
There may...
Former Harmony campaigner is Copper 360’s last chance
THE scale of former Harmony Gold CEO Graham Briggs's job at Copper 360 will become apparent when the junior miner publishes its year-end numbers...
Listing De Beers is the only way out for Anglo American
RECENT reports suggest Anglo American is exploring listing options for De Beers. In my opinion, this is the only route that Anglo can realistically...