Anglo may sell amid Minas Rio haemorrhage
Analysts fear Anglo American may never recoup the $14bn investment it expects to spend on its Brazilian iron ore project, Minas Rio.
Lonmin deal is rational (if price is right)
Glueing together Xstrata's platinum mines with those of Lonmin could make sense, and
form a new consolidator in the industry. But the price has to be right.
Lonmin’s public rebuff of Davis raises stakes
All eyes on Mick Davis as Lonmin blows the lid on Xstrata's boss' attemps to make right on his worst investment.
Cutifani stays at AngloGold ahead of ‘pivotal’ year
Mark Cutifani, AngloGold CEO, believes 2013 will become a pivotal year for the firm’s
South African mines, the shape of which partially turn on highly charged and much-
changed wage negotiations.
Cutifani named as possible Carroll replacement
In assessing possible candidates for the top job at Anglo American, it’s the name of
AngloGold Ashanti’s Mark Cutifani that keeps cropping up.
Lonmin wage deal starts to register
Restructuring at Lonmin is a consequence of its wage deal, a short-term palliative
that only delayed some difficult challenges for the company.
Death bell tolls for NUM in platinum belt
The National Union of Mineworkers has to admit it has let its members down.
Davis not the guy Anglo is seeking
Culturally, the man who made Xstrata - while admirable in many respects - is
not the person who will fit the bill at Anglo American. Here’s why.
Rest of Africa laps up investment
Asia is pouring billions of dollars into the rest of Africa, whereas it’s becoming
hard to name a new investment by a foreign company of any significant size in
SA.
SA dealt coup de grace to Anglo’s Carroll
Across many metrics, Cynthia Carroll’s Anglo was as competitive as any of its peer
group, except for South Africa, the itch that couldn’t be scratched.