Anglo weighed Anglo Pt unbundling
In the belief structural and country issues might be holding it back, Anglo American seriously gave thought to handing shares in its platinum company to investors.
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.
Realism surfaces at wage talks
The year’s round of wage negotiations is almost done, and it seems as if it went down much better this time than last year.
Denials as miners are doing a runner
Rio Tinto now finds itself in the same boat as De Beers in that both have been steadily selling off SA assets while maintaining all along they are not divesting from the country.
SA gold shares near ‘inflection point’
What do UBS, James Turk and Mark Cutifani have in common? A belief that South African gold shares will be seized upon by value investors.
Getting nervous over Glencore
Analysts are finding it odd that Glencore, which earns a good deal of its profits from trading, would want an asset where it can't actually trade the coal.
Miners helpless to stem resource nationalism
Amid all the sound and fury, Zimbabwe seems to be pushing through with indigenisation anyway - an apparent immunity from divestment risk other African nations are also demonstrating.
Optimum swoop is Glencore at brutal best
Glencore's recent swoop for shares in Optimum, taking its position to 24% of the coal firm, is a clear signal it values control of SA coal flows to be crucial.
Nationalisation debate a red herring
The debate regarding nationalisation is a bit of a red herring. Better, rather, keep a watchful eye over how government is furthering its beneficiation policies.
Platinum and the environmental terrorist
This writer takes issue with the view that the platinum sector has landed in a serious hole and should best be avoided, as argued by columnist Vic de Klerk. These are his reasons.