Is Cutifani right to have shelved SA unbundling?
Rather than financial engineering, Mark Cutifani has sought to remove the South African discount in AngloGold (and Anglo American) through new 'conversations'.
Understated Sibanye may prove doubters wrong
Provided labour is on board, Sibanye Gold could prove a real winner in 2013; it certainly has the DNA to show why foreign investors once loved South African gold.
Shabangu’s Anglo grievance was justified
There's a case to be made for mines minister Susan Shabangu's fury as events leading up to Amplats' restructuring announcement clearly shows.
Three ‘bones of contention’ in MPRDA changes
Legal experts are concerned regarding amendments to the Minerals and Petroleum Resources Development Act. Here are three key bones of contention...
Why SA coal just can’t “get on with it”
South African business and government continue to talk past each other, especially in the strategically important realm of energy security. Here's some examples.
Rio write down hobbles Mozambique coal
The $3bn write-down of Rio Tinto Coal Mozambique suggests the country's aim of 100 million tonnes a year of coking coal exports is hopeful.
Shabangu, the gaffes & thrown gauntlets
Susan Shabangu, South Africa's mines minister, was never strong on understatement. The latest imbroglio, however, needs quick remediation. Here's why.
Tax overhaul folly as super-cycle proves elusive
Setting a watch to the super-cycle is an impossible task which is why Government should think twice about overhauling its tax regime.
5 talking points for 2013
Taxes and regulatory are among some of the items mining industry watchers can expect in Africa during 2013. Here's a few other probable themes....
Cutifani is a coup for Anglo, and defensive
Whereas Cynthia Carroll was appointed to change Anglo's DNA, Mark Cutifani is more about strategy implementation, a role his natural restraint will suit.