Some things become second nature even without being natural. Explain how multiple generations have maintained the inexplicable tendency to randomly stop a whole showroom vehicle and urinate in public? I mean, look at how we pick up our habits. There’s no rite of passage or module on how you’re supposed to convert every tree, wall […]
Critical Minerals (Part 1 – 24/Sep)
BY Tshepo Magagane Critical Minerals – When selecting metals to focus on, as I have said “not all critical minerals present the same opportunities”! Copper super obvious BUT I have said “can a portfolio afford to lack Gold in an era of unstable geopolitics, CB continuing to debase FIAT, Major GoldCos producing at 1.5-1.9/oz while juniors are producing at […]
Zambia Mining Insaka Webinar
Speaker: Tshepo Magagane Insaka Webinar 19 September 2024 – Please register for the webinar on this link: https://zoom.us/meeting/register/tJIsde-uqz8rGdMRk2IGAZoHxu5ifFk6TGfl Critical Minerals – all important, but not created EQUAL! Copper – we need 10 more Escondidas, we need 10 more Kamoas – we need a myriad of Khoemacau! For Zambia to 3Mtpa of Copper production, you are […]
Maybe we do need the likes of Bill Gates or Stellantis?
Author: Tshepo Magagane – Pangaea Executive Director Maybe we do need the likes of Bill Gates or Stellantis? I say yes to the first part – Specialist Mining Funds stand at USD17-20bn globally, while the global identified copper capital requirements will come in at min USD200bn! To unlock Zambia’s independent projects, both the Chamber of Mines and myself […]
When you remove China, Only 4% of the $410 Trillion of Global Private Assets is Allocated to Emerging Markets.
Authored By Tshepo Magagane Working in the bespoke, bilateral world – I can tell you how much an increased allocation to EMs will transform these countries! Yesterday, I posted about China – there are still some things unacceptable BUT I can see the impact that their investments in airports, roads, bridges, buildings are having across […]
China in Africa
Views and Perceptive From Tshepo Magagane China in Africa: From all conversations, these are not some drunken pub harangue; they are with decision makers. ” Their Africa strategy is still like it is 1984!” It is how do we start dictating terms – even at a very rudimentary basis – when I fly into various […]
Minerals – Consensus & Stars Aligning!
Authored By: Tshepo Magagane Lithium – too many jackanapes making comments who have never deployed capital, let alone developed a project! 1. The Chinese are deliberately making sure that no other capacity is built – the German/Russian case study has emboldened China; they can see how much damage has been done to German industry – like “Pinky & […]
Like an Airbus on Autopilot
Do you see how we implode like Arsenal FC in April after the breakdown of a relationship or marriage and the death of a spouse? Zambian man is like an Airbus on autopilot once home comforts become familiar. This is underlined by his failure to flourish in the aftermath of romantic routine. Suddenly, you have […]
2023YE Assessment of Zambia’s Top Banks
Let us assess the top banks for FY2023 using different financial metrics, considering that these results reflect last year’s performance and the landscape has shifted since then. 1. By Revenue/Market Share: Top performer: Zanaco Zanaco dominated in revenue, capturing 22.29% of the market share, followed by ABSA at 17.00% and Stanbic at 16.08%. Zanaco also […]
Zambia’s De-dollarisation Strategy: A Comprehensive Economic Analysis
DEAN ONYAMBU Zambia’s decision to implement de-dollarisation—reducing reliance on the US dollar in domestic transactions—marks a bold move to stabilize the kwacha and strengthen the efficacy of its monetary policy. Critics often cite failed attempts in countries like Venezuela and Zimbabwe, but these critiques overlook deeper economic contexts and policy missteps. By adopting a structured, gradual […]