Columnists

AMCU, Eskom & the market lead opinion rankings

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Opinions about the Association of Mineworkers & Construction Union and Eskom's coal troubles attracted the most interest from Miningmx readers in 2015.

Logic of AngloGold demerger plan clear to see

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AngloGold Ashanti's September quarter figures published recently show why it would made sense to re-package the South African assets.

When AMCU calls a strike, it means business

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Joseph Mathunjwa's Association of Mineworkers & Construction Union has made a business case out of undermining central bargaining - a tactic that wins members.

Glencore pain long in the making

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Long-standing concerns about how Glencore's trading division, apparently never addressed, come back to haunt the group.

Third time lucky for John Wallington?

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John Wallington has had some corporate scrapes since quitting Anglo in 2008. In his latest role, he may be able to share insights from some invaluable war stories.

Logical, fair: Amplats, Sibanye deal lauded

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The view from analysts is that betting on future prospect rather than historical fact is actually the most logical means of Amplats selling its Rustenberg assets.

Eskom Optimum suit may be a long shot

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Eskom may have to take its place in the queue of creditors should business rescue proceedings at Optimum Coal Holdings and the mine fail.

Harmony investors to sanction life-saving deal?

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Whilst we wait for South African gold shares to pull out of their headlong dive, let's speculate on what might be going on at Harmony Gold.

Harmony value typical of crazy SA gold shares

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The valuations of Harmony Gold and Pan African don't seem to stack up and while that's par for the course in SA's gold sector, it makes for intriguing possibilities.

Recapitalise Eskom if you want to save jobs

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An Eskom tariff and above inflation wages will break South Africa's gold industry. So why wasn't this point made at MIGDETT which is all about saving jobs?