Everybody wins in First Uranium deal
Village Main Reef CEO, Bernard Swanepoel, has done First Uranium an unexpected good turn in finding a blue chip backer for the struggling gold junior in the form of AngloGold Ashanti.
Case for Anglo grows
Anglo continues to attract positive investment coverage, a view that will be supported by its iron ore and diamond holdings.
Jinchuan is Bushveld’s new kingmaker
The deciding factor in who-gets-what in the Western Bushveld may no longer lie in some compromise between Impala and Amplats.
‘SA discount’ now entrenched
The so-called South African discount is now being applied to JSE gold shares in the same way the old 'gold premium' used to be the norm.
Lonmin’s quest for redemption
After years of underperformance, platinum producer Lonmin’s prospects seem
good - but it won’t be an easy ride.
You can’t morph nationalisation
Finding new means of economic transformation is crucial, but let's not confuse our international investors by thinking it can be started by morphing or subverting the nationalisation debate.
Nationalisation needs a chance
As soon as the view that nationalisation will result in mining assets being blindly seized by the state or thugs gets quashed, the proposal may lead to enormous benefits for SA.
This scavenger trader likes Julius Malema
Headlines such as "More people want to leave the country because of Julius" make Trader Vic very excited about new opportunities the media's fear of Julius Malema is going to create.
Pure play Forbes Coal to reap Asian whirlwind
The proposed listing of Forbes Manhattan Coal Corporation is further indication that despite infrastructure issues, SA's coal sector is responding to Asian demand.
Unlikely supply will sustain bulls
Nearly a quarter of new projects - equal to $125bn in capital - are unlikely to be developed, says a top bank giving fresh legs to the commodity boom worried about China GDP growth.