Columnists

AngloGold recap like paying school fees

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AngloGold Ashanti is asking shareholders to stump up double the amount they expected in a balance sheet recap in order to make its de-merger plans tick.

Glencore plays waiting game with JSE

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Glencore believes its South African following is gathering pace while the interim results show the company has the basis of a portfolio differentiator.

Exxaro turns mind to BEE restructure

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Exxaro Resources' BEE holdco structure 'expires' in two years time and could see the firm's CEO, Sipho Nkosi, retire a wealthy man.

Amplats, a keen spectator of BHP Spinco?

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Amplats has suggested listing its Rustenburg assets if it can't get a good price which makes it a specially interested spectator of BHP Billiton's demerger plans.

Fire in the belly for Northam’s Dunne

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The last time a former Impala Platinum left the company with a point to prove it led to exciting ride that was Aquarius Platinum, led by Stuart Murray.

Will investors cotton on to Spinco’s line?

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Whilst a rational solution to portfolio simplification for BHP Billiton, there must be questions about how the assets in the unbundled company will attract investors.

Will Cutifani answer call for Anglo change?

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Investors will be keeping a keen eye on Anglo American CEO, Mark Cutifani, on July 25 for signs that he is taking bold action in restructuring the group.

Curtain rises on platinum sector horse-trading

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Amplats wants to sell its Rustenburg assets at book value and is in "no rush" and may even list them as a second option. So the horse-trading has started then ....

Africa-hardened Bristow fears for SA

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Mark Bristow, CEO of Randgold, says his company makes a mockery of geo-political risk but he fears for the future of South Africa.

Exxaro R5.3bn iron ore gambit on the brink

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Exxaro has spent R5.3bn establishing itself as an operator of iron ore, but as with Anglo American's expensive foray into the mineral, costs have caught up with the enterprise.