End of a well trod road for Impala’s Brown
His company out-performed Anglo Platinum, dealt better with empowerment, but 2012
is a bridge too far for Impala Platinum CEO, David Brown.
Cape Lambert exit hints at market froth
Cape Lambert has announced plans in the last two months to sell down shares in two
west African iron ore projects, hinting at production and delivery risks.
Fever for iron ore intensifies
Exxaro's play for African Iron comes as large investments are made globally, particularly in Australia, to develop iron ore and coal mines.
Exxaro boxes clever but may yet get rival
Exxaro Resources planned and executed its bid for African Iron with precision making it tough for a rival bid. But has it done enough?
Kumba risk subdued, Amsa fortunes rise
Kumba won't have to backpay Amsa if iron ore supply agreement arbitration rules against the Anglo company, but has its 'manoeuvrings' been worth it?
Efficient markets erode returns
The excess returns captured by investors in commodity markets for assuming price risk are vanishing as more money chases them.
Why the Oppenheimers sold out of De Beers
BEST OF 2011: Nicky Oppenheimer is not saying why his family sold out of De Beers, but the answer appears to lie in family issues and financial strategy. First published 7 November.
Stage set for Govt to enter Amsa, Kumba fray
BEST OF 2011: All eyes now turn to next year's iron ore pricing arbitration between ArcelorMittal SA and Kumba Iron Ore. First published 15 December.
Be very afraid of nationalisation
The latest comments by Mines Minister Susan Shabangu on the nationalision debate are worrying. First published 3 August 2011.
The last chance saloon
BEST OF 2011: Is that the steely gaze of a riverboat gambler you see in the mirror? If so, deal yourself in for the JSE version of Texas hold 'em. First published 29 September.