Sure, there are men among us that simply refuse to give up on Arsenal FC and that’s admirable but there’s something about how we handle pain that seems to be specific to men. The ability to endure sickness in silence is a rising problem. A man will stare into an empty fridge in a house […]
Copper Supply Shocks!
By Tshepo Magagane It is so difficult to explain to people outside the industry what the challenges are with copper supply are. Even if you assume just 35Mtpa by 2030 (see that I am not even talking about 50Mtpa) – give me a list of new projects out there that can produce just 200ktpa? 200ktpa […]
How Well Do You Know Yourself?
We all know a guy at ZESCO, someone in procurement, the husband to the CEO or the only mechanic in Lusaka who knows how to fix a Ferrari. There’s always someone we know for something and it is a mark of the well-connected man to have a powerful contact list in his phone. To be […]
Is Your Life Age Appropriate?
There’s obviously nothing wrong with having a youthful disposition but there’s a time in any man’s life when he is called upon to be age-appropriate ranging from his decisions, dress sense and diet. It begs the question, are you age-appropriate? As a dashing young man about town, you’ve probably had a few wild nights where […]
The Ai Bubble?
Observed By Tshepo Magagane [USD1.5trn that openAI has committed to spend – oh, it is loss making] “extreme euphoria” “look at chart – double bottom – those are fundamentals” “numbers dont matter because this is changing the world” “I have seen this before” “flammable items not red flags” “enron = off balance sheet exposures – […]
Even If You Have A Cursory Interest in M&A, This Is The Deal To Follow.
Analysis By Tshepo Magagane – Executive A bids for C – what appears to be superior offer B comes in bidding – B has anti-trust concerns – so it promises to give a huge part of the price before the deal consumates or is approved (it will only retain economic rights – not voting rights) […]
Zambian Men are Aging like Fine Counterfeit Wine.
Zambian men are aging like fine counterfeit wine.A forty-six year old Zambian man in 2025 is nothing like a year forty-six old man in 1990. We’re expected to be successful earlier in life, while managing the early onset of middle age. Wasn’t it sixty year olds who had grey hair? I started going grey in […]
About Staying In Your Lane.
These new cars, man. They talk to you, park themselves, wake you up when you’re sleepy at the wheel. But the one thing that stands out is the lane assist feature – bringing you back into your lane when the vehicle is moving off its course.Men, with all the love we have for our cars, […]
As People Pile In
By Tshepo Magagane As people pile into mining without any knowledge or experience – understand these simple things – this should simply have never been issued. I want to see the NPV at 1.3k downside. I want to see base case at 1.8k. Spot is upside. Think about it simplistically: * Debt provider – for […]
The GDP Fetish and What It Conceals
Guest Writer: Savior Mwambwa Despite rapid GDP growth averaging 7.7% annually in the 2000s during the copper boom, poverty remained widespread, with 60% of Zambians still below the poverty line in 2022, and between 1996 and 2015, the number of people living in poverty actually increased by 2.5 million. This is not an anomaly but […]