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 […]
Unlocking Financing for African Mining Projects: Progress, Opportunities, and the Copper Investment Thesis
By: Pangaea Metals & Mining Team Introduction Unlocking financing for African mining projects is crucial to capitalising on the continent’s immense mineral wealth. Despite producing 30% of the world’s minerals, Africa receives only 5% of global capital investment in mining. The shift from traditional merchant bank financing due to Basel III (BIII) regulations has created […]
European Megafunds
(from Pitchbook see: “Time to Close” & the Importance of IR teams) Author: Tshepo Magagane – Executive Are they as important as Investing Teams – an argument to be made there?!? Specifically, time between funds has decreased, going from a median of 5.4 years for the 2013-2015 period to 3.3 years for the 2022-2024 period […]
When A Man Starts Seeing Someone
One of these days, when you’re watching Arsenal Football Club torture its fans with hope, enjoying a drink with your friends … tell them you’ve started seeing someone. Who is she? Where did you meet? How did this happen? So, what will happen to your current family? Are you ready to abandon it all? You’ll […]