Tronox investors resented Exxaro merger
Tronox shares fell through the floor after Exxaro unveiled its merger bid as investors thought a more lucrative cash bid would be deterred.
AngloGold’s perils of future promises
Did AngloGold Ashanti’s Mark Cutifani open a Pandora’s Box by announcing the
company will work to address its low dividend yield profile?
Heed Numsa, Tito
The Reserve Bank chief ignores labour union Numsa's concerns at his peril, says Jan de Lange.
Mvela may buy Optimum Coal
Industry sources claim Mvelaphanda Resources is running the rule over the well-run Optimum colliery, says David McKay.
Unions taking SA gold sector in downward spiral
The South African gold sector will soon start negotiating wages with employees which, when granted, will be the third salary increase in 12 months.
Platinum market may swing into deficit
There would be a 300,000 oz swing in platinum supply which could spell good
news for the platinum price, even if South African platinum companies are
struggling to benefit from it.
A counter-consensus argument for PGM prices is beginning to emerge
IT'S been a horrible year for platinum group metals (PGM). Platinum and palladium prices, which comprise 70% to 80% of total South African production,...
Harmony value typical of crazy SA gold shares
The valuations of Harmony Gold and Pan African don't seem to stack up and while that's par for the course in SA's gold sector, it makes for intriguing possibilities.
Game afoot on BHP potash bid
BHP Billiton has opened bidding for Potash Corp. at just under $40bn but other bids could follow testing the miner's resolve, and its balance sheet.