Hand of Cutifani in early Anglo conservatism
The decision not to investment in Mozambique, and even the move to prolong
discussions on the Amplats restructuring suggest typical Mark Cutifani conservatism.
Tarkwa strike reveals risk in leaner Gold Fields
Gold Fields may have ridded itself of its riskier South African gold mines, but in
becoming leaner, it has become less easy to smooth production.
Dark clouds on Mozambique’s coal horizon
Anglo has a reduced appetite for Mozambique and there's speculation Nippon and Rio Tinto may join it amid grumbling of little economic benefit for local communities.
BHP’s Hillside already costing Eskom R10.7bn
A letter penned by BHP Billiton SA chairperson, Xolani Mkhwanazi, and published in Business Day, defending the group's Eskom tariff doesn't tell the whole truth.
Eskom faces test financing junior coal plan
The spate of equity financings in the South Africa coal market provides evidence that loan finance for new ventures is increasingly difficult to secure.
What about this ‘legal’ contract, Billiton?
The decision-making and activities of Eskom and BHP Billiton in respect of South Africa's power needs show a historic tendency for bungling and incompetence.
What’s wrong with gold shares: a personal view
In this bright, incisive, and hard-hitting analysis, portfolio manager Brenton Saunders picks apart the wrongs and evils of the gold investment business.
Governance failures dog Gold Fields, DMR
Gold Fields should have taken the DMR to court if it found its BEE deal had been irregularly stuck, a situation only poorly written mining law could see develop.
Making the case for unfashionable coal
Coal prices are subdued at present but there's no doubt within the industry that the dirtiest mineral of all will make a comeback before long.
Pan African strategy intact after CEO quits
The surprise resignation of Jan Nelson from Pan African Resources would not about a difference of opinion on company strategy, according to the joint interim CEO.