Columnists

SA gold miners guilty of wishful thinking

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South African gold producers will see 20% to 60% of their gold production losing money below $1,200/oz ... which accounts for the wishful thinking.

Karoo gas just hot air without exploration

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The SA government's decision to start processing Karoo gas exploration permits can only be good news in the effort to have knowledge trump emotion.

Molefe’s terminal not just a ruse

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Transnet's Brian Molefe said plans to build a terminal were not a ruse to get the coal sector to part with export entitlement to black firms. Can we believe him?

DMR registers tardy October for miners

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There have been three instances in the past month where slow response times to mining applications has had direct consequences to business.

Was Glencore, Rio tilt mere opportunism?

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Perhaps Glencore's interest in Rio Tinto suggests the iron ore market isn't in quite the quandry its participants say it's in - at least in the long-term.

ARM’s Motsepe reluctant to sever Harmony link

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Patrice Motsepe, chairman of African Rainbow Minerals, doesn't tolerate other under-performing assets in the group ... except for its 14.6% stake in Harmony.

Sibanye Gold rejects ‘optimistic’ Amplats

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The horse-trading for Amplats' Rustenburg shafts is well underway with Sibanye stepping back from deals insisting it won't pay for 'optimistic' platinum prices.

AngloGold recap like paying school fees

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AngloGold Ashanti is asking shareholders to stump up double the amount they expected in a balance sheet recap in order to make its de-merger plans tick.

Glencore plays waiting game with JSE

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Glencore believes its South African following is gathering pace while the interim results show the company has the basis of a portfolio differentiator.

Exxaro turns mind to BEE restructure

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Exxaro Resources' BEE holdco structure 'expires' in two years time and could see the firm's CEO, Sipho Nkosi, retire a wealthy man.