These modern kids call it “friends with benefits”. In essence, you get to enjoy the benefit of a woman’s companionship without months long due diligence or extortionate KYC. You see each other when you can, don’t owe each other birthday gifts or good morning texts. Quite a fascinating concept, this. One that men these days […]
Humanitarian and Economic Fallout of USAID Cuts
Observations By Ceaser Siwale, Executive USAID’s abrupt funding halt has delivered a shock to health and welfare programs across Africa. In early 2025, the U.S. government terminated roughly 90% of its foreign aid contracts, effectively ending some 10,000 USAID-supported projects worldwide. Termination letters went out to organizations fighting hunger and disease, informing them their life-saving programs […]
2 Copper Stories: Article on Financing and FQM Head Geo Interview2 Copper Stories:
Written By Tshepo Magagane 1. Copper Industry needs to invest USD2.1trn to meet demand My Transition obsession – as I have said, “Africa missed out on Chinese Steel Production demand driven commodities rally while Australia fully capitalised on this to not only build at a national level but to create local capital pools”. 1. There […]
The Paradox of People Management in High Finance: Balancing Autonomy, Efficiency, and Institutionalization
Thoughts & Insights from Ceaser Siwale Having spent the past 27 years in financial markets—24 of them in investment banking—I have witnessed firsthand the paradox that exists within our industry. While we excel at navigating mergers, deciphering complex financial models, and trying to anticipate market trends, many of us struggle when it comes to managing […]
Political & Country Risk – Why I Dont Listen To Credit Agencies!
Written By Tshepo Magagane When someone talks about it, ask them a simple question “when last were you there, how long were you there for, what business are you doing there”! I have this oversimplification of risk and totally mischaracterization! If Friedland had listen to any of these “quantitative measures, he would not have build […]
Mining Returns
Analysed By Tshepo Magagane Not all metals are created equal! Not all commodities are created equal! Not all jurisdictions are created equal! Not all management teams are created equal! You need teams that understand Geology, Engineering, Social, Politics BUT most importantly Mine Finance. Why I will keep shouting about the opportunity the Transition presents for […]
Dark Arts Of Royalties (thoroughly enjoyed this)
Articulated By Tshepo Magagane Why we have to continue being more innovative in attracting and slicing capital into Mine Finance to solve this gordian-knot of lack of capital to unlock mining projects. NB: Metals & Mining has a deluge of info – you have to be able to sieve and make sense of it – […]
Mastering Executive Presence: 6 Key Traits for Leadership Excellence and Corporate Success
Mutisunge Zulu Director & Chief Risk Officer | Qualified Risk Expert | Harvard & Manchester University Alumnus | Board Director | In this article, I aim to share my reflections, informed by diverse influences such as my faith, academic programs at Alliance Manchester Business School Harvard Business School Executive Education and importantly, both formal and […]
Barrick – Low Grade Realities in Copper (& Chemaf/Chinese)
Analysis By Tshepo Magagane NB: while on the other side – [Ivanhoe Mines is entering a new phase of strong free cash flow generation, following the completion of peak capital expenditures at its flagship Kamoa-Kakula copper complex] – dear me, he called it right!! 1. Lumwana – Zambia Low grades realities – Barrick using USD3/lb […]
𝐌𝐎𝐙𝐀𝐌𝐁𝐈𝐐𝐔𝐄’𝐒 𝐂𝐑𝐈𝐓𝐈𝐂𝐀𝐋 𝐌𝐈𝐍𝐄𝐑𝐀𝐋𝐒 – 𝐀 $𝟏𝟎𝟎 𝐁𝐈𝐋𝐋𝐈𝐎𝐍 𝐎𝐏𝐏𝐎𝐑𝐓𝐔𝐍𝐈𝐓𝐘
Written By Denise Cortês-Keyser 🚨 The global race for minerals is on. hashtag#AI, hashtag#EVs, and hashtag#renewables are fueling demand for lithium, graphite, and rare earth metals. China dominates supply. The U.S. and Europe need alternatives. Mozambique holds some of the world’s most strategic minerals—yet remains largely untapped. The time to invest is NOW. 📊 𝐌𝐨𝐳𝐚𝐦𝐛𝐢𝐪𝐮𝐞’𝐬 𝐌𝐢𝐧𝐢𝐧𝐠 & 𝐂𝐫𝐢𝐭𝐢𝐜𝐚𝐥 𝐌𝐢𝐧𝐞𝐫𝐚𝐥𝐬✔ 𝐓𝐨𝐩 𝟑 𝐆𝐥𝐨𝐛𝐚𝐥 𝐆𝐫𝐚𝐩𝐡𝐢𝐭𝐞 𝐏𝐫𝐨𝐝𝐮𝐜𝐞𝐫 – Supplies 10% of global graphite for […]