Analysed By Tshepo Magagane Not all metals are created equal! Not all commodities are created equal! Not all jurisdictions are created equal! Not all management teams are created equal! You need teams that understand Geology, Engineering, Social, Politics BUT most importantly Mine Finance. Why I will keep shouting about the opportunity the Transition presents for […]
Dark Arts Of Royaltiesย (thoroughly enjoyed this)
Articulated By Tshepo Magagane Why we have to continue being more innovative in attracting and slicing capital into Mine Finance to solve this gordian-knot of lack of capital to unlock mining projects. NB: Metals & Mining has a deluge of info – you have to be able to sieve and make sense of it – […]
Mastering Executive Presence: 6 Key Traits for Leadership Excellence and Corporate Success
Mutisunge Zulu Director & Chief Risk Officer | Qualified Risk Expert | Harvard & Manchester University Alumnus | Board Director | In this article, I aim to share my reflections, informed by diverse influences such as my faith, academic programs at Alliance Manchester Business School Harvard Business School Executive Education and importantly, both formal and […]
Barrick – Low Grade Realities in Copper (& Chemaf/Chinese)
Analysis By Tshepo Magagane NB: while on the other side – [Ivanhoe Mines is entering a new phase of strong free cash flow generation, following the completion of peak capital expenditures at its flagship Kamoa-Kakula copper complex] – dear me, he called it right!! 1. Lumwana – Zambia Low grades realities – Barrick using USD3/lb […]
๐๐๐๐๐๐๐๐๐๐โ๐ย ๐๐๐๐๐๐๐๐ย ๐๐๐๐๐๐๐๐ย โย ๐ย $๐๐๐ย ๐๐๐๐๐๐๐ย ๐๐๐๐๐๐๐๐๐๐๐
Written By Denise Cortรชs-Keyser ๐จย The global race for minerals is on.ย hashtag#AI,ย hashtag#EVs, andย hashtag#renewablesย are fueling demand for lithium, graphite, and rare earth metals. China dominates supply. The U.S. and Europe need alternatives. Mozambique holds some of the worldโs most strategic mineralsโyet remains largely untapped. The time to invest is NOW. ๐ย ๐๐จ๐ณ๐๐ฆ๐๐ข๐ช๐ฎ๐โ๐ฌย ๐๐ข๐ง๐ข๐ง๐ ย &ย ๐๐ซ๐ข๐ญ๐ข๐๐๐ฅย ๐๐ข๐ง๐๐ซ๐๐ฅ๐ฌโย ๐๐จ๐ฉย ๐ย ๐๐ฅ๐จ๐๐๐ฅย ๐๐ซ๐๐ฉ๐ก๐ข๐ญ๐ย ๐๐ซ๐จ๐๐ฎ๐๐๐ซย โ Supplies 10% of global graphite for […]
Mitsui Taking a Stake in an Iron Ore Asset: Interesting Valuation Perspective!
Written By Tshepo Magagane Firstly, they call it high grade and taking a closer look at it, this is 61% – so they cant be looking at HBI/DRI. They why pay up this much for the asset Relative comparison – PFS only coming out this year and first ore in 2030…yet they are paying 0.9x […]
Commodity Price forecasts – latest consensus numbers!
Analysed By Tshepo Magagane As much as they are a fool’s errand, you must pay attention to them for debt and equity models. I am going through the Barrick – Lumwana/Reko Technical reports. They are using this LT price as a scenario, but both projects would generate an IRR at USD3/lb (and interestingly, for Gold at […]
Insights From Knowing 0.5% of the Global Billionaires
Henri Pierre-Jacques Co-Founder and Managing Partner at Harlem Capital ๐งตThere are ~3,000 Billionaires globally and Iโve gotten to know 16 of them 8 of them are investors in Harlem Capital and 8 of them I know personally. Hereโs what Iโve learned from knowing 0.5% of the Billionaires 1) They rarely ever stop working Every single oneโranging in […]
๐ย ๐๐๐ซ๐ข๐๐โ๐ฌย ๐๐๐ฑ๐ญย ๐๐จ๐ฏ๐:ย ๐๐ก๐ย ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌย ๐๐ฅ๐๐ฒ๐๐จ๐จ๐คย ๐๐จ๐ซย ๐๐๐ซ๐ค๐๐ญ๐ฌ,ย ๐๐ซ๐๐๐ย &ย ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ
Thoughts By Denise Cortรชs-Keyser Africa isnโt just adapting to global trendsโitโs driving them. DRCโs mineral-rich region faces disruption, shaking global tech & EV supply chains.Africaโs GDP recalibration could redefine economic power & unlock new capital flows.Markets are volatile, and Africa is at the center of trade, energy, and investment shifts. This isnโt just news. Itโs […]
๐๐ก๐๐ญย ๐ข๐ฌย ๐๐๐๐ ๐๐?ย ๐๐ง๐๐๐ซ๐ฌ๐ญ๐๐ง๐๐ข๐ง๐ ย ๐ญ๐ก๐ย ๐๐๐ฌ๐ข๐๐ฌ
Thoughts From Denise Cortรชs-Keyser ๐ขย For centuries, Africa has sold its wealth to the world. But what if we kept that wealth within our borders? Right now, Africa trades more withย hashtag#China,ย hashtag#Europeย & the U.S. than with itselfโand thatโs a problem. ๐ย Only 15% of Africaโs total trade happens within the continentโcompared to 60% in Asia and 70% in […]