Columnists

Jury out on Anglo despite Cutifani barnstormer

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Anglo American's Mark Cutifani, dazzled when he set down an action plan aimed at resolving the firm's woes. Analysts, however, want to see action more than words.

Atlatsa union count a reminder of labour risk

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The coast is clear for Atlatsa Resources to produce much improved full-year results, but the labour climate remains a clear and present danger to investor hopes.

Harmony Gold’s Briggs opts for veld over forest

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Harmony Gold's enthusiasm for its massive Wafi-Golpu mine in Papua New Guinea has been replaced by a search for margin in safer, more familiar climes.

Is Froneman being heard over market noise?

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Sibanye Gold CEO, Neal Froneman, was audibly horrified the company had produced 40% of its market cap in cash - a sure sign the company is under-rated.

Why Fed wants banks to quit commodity trading

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Commodities trader Bevan Jones gives perspective on why the Federal Reserve wants banks to exit the sometimes opaque world of commodity trading.

CoM, unions play ‘chess with knives’

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The Association of Mineworkers & Construction Union has to adapt to its role in one of the most cynical clubs in South Africa's mining sector" collective bargaining.

CoM ups ante against intractable AMCU

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Having failed to have AMCU sign the framework agreement, the chamber has now turned to legal means to have the intractable union come in from the cold.

Kumba an opportunity for new look Anglo

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Kumba Iron Ore revealed lower than expected sustainable production at its flagship Sishen mine, but the business is still fundamentally in good shape.

Bristow mantra born of last gold slump

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Mark Bristow was running Randgold Resources the last time the gold price fell off a cliff which is why risk, conservatism, and returns dominate his outlook.

Mine deal will bring impetus to wage talks

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Gold wage talks due to formally kick off on July 11 will receive a major boost if all unions agree to the framework agreement for stability on South Africa's mines.