Extract By Tshepo Magagane I have run out of superlatives to describe its idiocy! It is not that it is lacking… It is not that people dont understand that it is required… It is not that people dont understand that you need to be aggressive… It is not that they dont get that you need […]
You’re Never Too Old – Or Young – To Mess Up
Men used to wait until their flag was flying at half-mast and their head was balding. Modern day mid-life crisis is no longer the preserve of the retiree or 50-something year old man. It’s creeping up on men at the peak of their powers, youthful and full of so much promise. We tend to want […]
US Elections – Copper Upgraded
By Tshepo Maganane Benedikt Sobotka Former Group CEO of Eurasian Resources Group (ERG) | Co-Chair of the Global Battery Alliance | General Partner Alpha Future Funds ### Impact of the US Election on the Mining Industry – some scenarios: – Push for more US Metals Sovereignty: Transitioning from a major net importer to an exporter […]
Trump 2.0: What’s Ahead for Emerging Markets
Opinion By Mutisunge Zulu 3 Key Pointers: #themarketbrain
Private Credit – An Existential Threat to Banks in Mining?
By Tshepo Magagane YES! Project Finance as a product is already under pressure from increasing regulations – why you have seen so many banks exit sectors such as aircraft/shipping – they could simply not extend the tenors of 7-10 years that were required. PF in mining normally has tenors of c5yrs – this is increasingly […]
Position vs. Purpose: Why Your Worth Isn’t Tied to a Job Title.
Penned by James Chona Many of us have experienced it and I am actually experiencing it as we speak– the phone calls slow down after leaving a role or position. Suddenly, those connections seem to fade, and it feels like our relevance is tied to that important position we once held. People who once called […]
Do You Really Work Well Under Pressure?
The modern man’s CV is thing of beauty, isn’t it? Among the gems are standard lines like being ‘a team player’, ‘working well under pressure’ and ‘a results-oriented individual’. Quite nice. So, how does this play out in real life? The duality of modern man is that he has to be an undertaker during the […]
Hostility Towards Capital
Opinion by Tshepo Magagane Carried interest (NB: The UK has always had rule of law, unalienable property rights and good schools, the “trifecta” for capital) – I think the best line was from an MP of a key fund a few months back “we have people in offices around the world, so it wont be […]
Africa is Going to Miss Out on the Transition
Authored by Tshepo Magagane Africa is going to miss out on the Transition – I am more certain of it as each day passes! These institutions were not built with Africa’s development agenda an objective – the shock feigned shock horror from Africans is puzzling! What you should be more concerned about are institutions on […]
Gold – Premium to NAV
By Tshepo Magagane Since I started being trained in M&M 2 decades back, Gold companies always commanded a huge premium to NAV/NPV NAV/NPV is simply the Discounted CashFlows over Life of Mine! NAmerican operating companies used to command a 2.5-3.0x Premia over their NAV/NPV; SAfrica will all the “perceived issues” would command 1.8-2.0x! There was […]