By Tshepo Magagane When QE started post GFC, the below was our overriding thesis at the HF – note the emphasis on real assets such as Commodities; it is even more urgent now, the USD is being debased (the US is like an EM country that has been taken over by a military dictator – […]
The African Copperbelts
By Tshepo Magagane Sometimes it is so difficult to really convey the opportunity at hand! The average project can generate an EBITDA margin of cUSD5,000/t (DRC will be higher given the higher grades). Now this about when Copper prices start to move – it is just dropping to the bottom line! I have the attached […]
Astronomer Inc. and the Implications of the “Coldplay Affair”
By Ceaser Siwale Background Astronomer Inc. is a prominent player in the data orchestration space, providing a unified DataOps platform powered by Apache Airflow to enable enterprises to manage complex data pipelines for AI, analytics, and real-time applications. Founded in 2015, the company has grown into a unicorn-status entity but has recently faced leadership turmoil […]
The Devil is in the Duality
Experts with PhDs framed on the walls of their homes or offices will tell you that opening up is one way of dealing with your problems head on and keeping the beast of self harm or suicide at bay. We must open up as men about the things that are eating us alive. Talk to […]
Is the United Arab Emirates the New Leading Investor in Africa
The United Arab Emirates (UAE) has emerged as Africa’s leading foreign investor over the past decade, particularly in 2024, pouring billions into critical sectors such as port infrastructure, agriculture, and mining projects. Unlike traditional partners such as China and Western nations, the UAE’s approach is characterised by a policy of non-interference in domestic politics, focusing instead […]
Turning Water Into Wine.
Unless profoundly delusional, a man will know when it’s time to leave the stage. Younger, shrewd executives, faster athletes, edgier, handsome and better dressed men in the club or open plan office. Everywhere you look, you’re yesterday’s man. This is when a man realizes that he’s no longer the bee’s knees. His moment in the […]
🎯OST: A Case Study Of“Push‑and‑Dump”
By Ceaser Siwale ⚡️ Price Action Summary Between mid‑June and early July, OST skyrocketed from ~$3.16 to ~$9.02, driven by heavy volume and speculative chatter, only to be followed by a brutal collapse: 📉 Financial Snapshot: Fundamentals in Decline Despite the rally attempt: 🔍 Suspicion of “Pump‑and‑Dump” Key hallmarks appear in trading data and community activity: 🧠 Technical & Volume Behaviour 💵 Business vs […]
We Did This To Each Other
It’s lost on us just how much damage we’ve done to one another’s mental health. That we’re constantly in this overt competition for whose is faster, bigger, prettier. The male ego is a dancefloor filler, where every one of us has shuffled to a tune or two. We like to ask each other: “Where are […]
Why We Stop Talking.
In our sunset years, sometimes sooner, we stop talking. We only offer an opinion when it is asked of us. We take action only when we are called upon. As we get older, it dawns on us that masculinity is invisible until it’s needed. Look at how the older, unfashionable men come through in times […]
A Lack of New MRE Copper Projects
By Tshepo Magagane Why is the a lack of new MRE Copper projects Globally and especially in Africa? It requires historical context. You can write-off 90s mostly for Commodities and Mining. And then if you bring in the dot-com; you will understand how hellish things were in the early 00s. Assets were being written down! […]