Views and Thoughts By Ceaser Siwale – Chief Executive Pangaea Securities The recent initiative by the Bank of Zambia (BoZ) to explore de-dollarisation has sparked a debate among various stakeholders. The BoZ’s proposal to limit the use of the US dollar in domestic transactions, with certain exceptions like exports, tourism, and large infrastructure projects, is […]
Private Capital is Here to STAY
Thoughts from Tshepo Magagne – Executive Metals & Mining The trick (or rather the challenge) is how to unlock this Gordian knot that is Financing African Mining Projects for the Transition… …the thing in all the conversations we are having is that “no one is saying – you guys are crazy” – just wringing their […]
Iron ore – It Has Vast Ramifications!
By Tshepo Magagne – Executive Metals & Mining WA Iron Ore has a lower cost structure, but if you input USD60/t v USD80/t in LT, you can immediately tell that it is going to impact Royalties, Sales Taxes, PAYE, and Corporate Taxes… So Australia has to find a way to plug that gap in taxes! An Aussie […]
A [very] Short Take on Zambia’s Debt Crisis: Analysing the Scales of Fiscal Policies and Debt Dynamics
Author: DEAN ONYAMBU This chart traces Zambia’s external debt as a percentage of Gross National Income (GNI) from 1970 to 2022. The analysis explores how successive administrations contributed to Zambia’s escalating debt levels, culminating in the significant event of a default in 2020, focusing on the scale and timing of debt increases. Critical Historical Periods […]
We Only Want Change From Bus Conductors
When a man changes, it happens gradually then suddenly. The long nights drafting proposals, months in the gym, years in lecture rooms, money quietly saved, a house painstakingly built. And then everyone comes along to tell anyone who will listen that he’s changed. Bana Chinja. That’s why as long as you’re not doing anything wrong […]
Copper Discoveries
Tshepo Magagane – Metals & Mining Executive Mining companies that still go “Oh we are looking for Copper but not in ‘risky’ jurisdictions” still do puzzle me! What is unfolding with Copper is something else – I thought what happened with Steel Making Raw Materials in the ’00s was a once-in-a-lifetime event! It was not […]
Africa How Do We Use The Abundant Minerals
By Tshepo Magagane – Executive Metals & Mining Africa how do we use the abundant minerals – I have talked about the key lessons one imparts to new grads when joining “Energy & Resources Investment Banking” We need to focus more on the lessons from O&G and Utilities for Mining! If Africa misses this chance […]
Pangaea Holdings, in collaboration with Youth Basketball League Hosts Crossover Foundation and NBA Star Precious Achiuwa
By Ceaser Siwale – Executive Lusaka, Zambia—In a remarkable demonstration of commitment to youth development and sports excellence, Pangaea Holdings, in collaboration with the Youth Basketball League hosted the Crossover Foundation and NBA Star, Precious Achiuwa in Lusaka from Saturday, August 3rd, to Monday, August 5th, 2024. The event brought together budding ballers aged 10 to 18 from across the […]
GoldCos – How are you positioned
By Tshepo Magagane – M&M Executive How do you get new gold ounces at 1k AISCC? I don’t think you can ignore Africa even if you have zero risk appetite – confiscations are a thing of the past when you do things right in Africa (when you start teaming up with this politician to take […]
Why Copper
By Tshepo Magagane – M&M Executive Why Copper – VC like returns! Right Investing teams crucial – origination differentiator… A Chat with a mining entrepreneur who has run an LSE listed company and he summarized his position “metals that go into proven technologies”! That is Copper – it is simply about conductivity – we know […]