Columnists

Glencore plays IPO to perfection

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Glencore has done a good job of generating demand over supply for its shares, creating an advantage ahead of future bids in the commodity players’ market.

Exxaro’s Nkosi coy on Territory upside

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There's more to Exxaro's bid for Territory Resources than meets the eye, following the group's A$123m offer for the Australian firm that CEO Sipho Nkosi styles "a contest".

Petmin emerges from the shadow

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The normally sedate Petmin seems to have wandered from a safe pursuit of anthracite to a horde of early stage exploration projects. What will happen next?

GBG ponders Hollister spinoff

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Great Basin Gold CEO Ferdi Dippenaar is looking for ways to reduce the discount at which the company’s shares trade.

DRDGOLD courts Chinese suitors

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DRDGOLD may copy Gold One International by attracting investment from China, following talks between CEO Niel Pretorius and several Beijing firms.

Deja vu as Amsa exhumes Iscor Mining

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ArcelorMittalSA appears to think it’s better to lay down capital and operate a mine than to compete in the contract and spot markets.

The investment case for RMB’s coal ETN

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RMB’s newly launched coal-backed exchange-traded note has attracted some interest, but not everyone is a fan.

Two kinds of ounces in the ground

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What’s the price of gold thousands of metres below surface in South Africa? That’s the burning question following the recent sale of two marginal gold prospects to Chinese investors for R3.9bn.

Zimbabwe worth a second look

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Political risk in the southern African state is so towering that positioning in the country carries no premium.

Anglo’s unfinished business

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As Anglo American nears the end of its divestitures, the elephant in the room is what it will do with its 45% stake in De Beers.