Why Glencore could change its mind on coal demerger
FOR confirmation thermal coal is back on the investment radar, look no further than a letter written to Glencore by Sydney-based Tribeca Investment Partners...
Gold Fields’ failure to buy Yamana was a major mistake
JUST over two years ago Gold Fields CEO Chris Griffith launched an audacious $6.7bn all-share takeover of Yamana Gold, a Canadian company. Less than...
Can BHP sway Anglo shareholders without a sweetener?
BHP is to give its proposed £38m takeover of Anglo American one final push this week, but it's unlikely to involve a price change.
Central...
BHP tilt for Anglo American “on a knife-edge”
GIVEN Anglo American has fruitlessly undertaken "multiple engagements" with BHP, which remains firmly committed to its proposed takeover structure of Anglo, it's a wonder...
Risky uranium too rich a bet, even for Sibanye-Stillwater
URANIUM is not a mineral Sibanye-Stillwater CEO Neal Froneman wants to take on again, not single-handedly at least; not even given its recent price...
SA’s latest PGM mine doesn’t inspire confidence
SOUTH Africa's platinum group metals sector may be battening down the hatches while prices languish but new production is coming on stream nonetheless. Canada's...
A counter-consensus argument for PGM prices is beginning to emerge
IT'S been a horrible year for platinum group metals (PGM). Platinum and palladium prices, which comprise 70% to 80% of total South African production,...
How the mining industry can kickstart gender diversity
"IT'S a man’s world."
James Brown sang the lyric that for decades has been repurposed to describe the global mining industry. But what is so...
Minerals Council members guilty of uneven disclosure
IS the South African mining industry withdrawing from public engagement?
There was a time when the vast majority of South African mining production was represented...
Power procurement is a project risk miners dare not get wrong
THE history of the South African mining and energy industries has been tightly intertwined for more than a century and both owe their very...