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There is no manual.

Sticky July 29, 2024 User1 No comments yet

By Kachepa Mtumbi

Culture, ESG & SDGs, Social & Lifestyle

A man with kaso will always be ugly.

May 20, 2026 User1 No comments yet

A man who picks out the right clothes for an occasion, drives carefully on the road, speaks eloquently and can cook a decent meal? He’s usually celebrated as a catch. But when he budgets and plans for his money, it’s always a different story.  You could be one of the most handsome men in the […]

Culture, ESG & SDGs, Social & Lifestyle

Play with it a little bit.

May 20, 2026 User1 No comments yet

Every man can pretend it doesn’t affect him or that he’s already experiencing it. But there comes a time, without good fortune for some in their early forties, where a man simply has to look at how nothing seems to move naturally unless he plays with it.  Life does become mundane. Repetitive. Work, home, church. […]

Capital Markets, Culture, ESG & SDGs, Social & Lifestyle

Royalties v Shareholding

May 20, 2026 User1 No comments yet

Royal Bafokeng’s secret sauce was converting Royalties into Equity By Tshepo Magagane At the very base, Equity gives you: 1. Strategic Input 2. Operational Influence 3. Most importantly CURRENCY – which enables the ability to transact 4. When it comes to the argument that NI can be manipulated by companies; that is the role of […]

Capital Markets, Culture, Financial Markets, Social & Lifestyle, Technology

What Separates Great Investment Bankers from Great Artificial Intelligence

May 16, 2026 User1 No comments yet

Chabala Sunkutu Investment Banking Associate | Transaction Analysis, Valuations & Capital Markets Everyone is talking about how artificial intelligence is transforming investment banking. And they’re right, it is. But the conversation keeps missing the most important point. The biggest value an investment banker brings to a deal isn’t financial modeling. It isn’t combing through thousands […]

Commodities

Copper – Just Came Across This Screening Table 

May 8, 2026 User1 No comments yet

By Tshepo Magagane To be honest, at the time, I was still a Bulks guy – it was easier to get the driver right quickly when looking at distressed assets! The 2010s were not great for Copper stocks, but that is when you needed to be positioning. The second-best time is right now. And look […]

ESG & SDGs, Key Sectors

South Africa Grid Localisation

May 8, 2026 User1 No comments yet

By Tshepo Magagane This could be a good test to see how much Copper value-addition is done in Africa!Remember that currently it is cheaper to bring end-copper products through Durban port from China than it is to bring them from Zambia – something has to change. 1. 14,500km of Transmission lines – will require about […]

Commodities

Stockpiling

May 8, 2026 User1 No comments yet

By Tshepo Magagane US 12bn stockpiles – I believe in these 2 statements when it comes to the US – and remember stockpiles are just that, they do not replace yearly production! 1. It can displace China – just given the depth and variety of capital BY INCREASING THE STANDARDS OF OPERATIONS 2. It needs to […]

Financial Markets, Key Sectors

Is Nationalism Compatible with Economic Sovereignty

May 5, 2026 User1 No comments yet

Reflections on KK Day – Tuesday 28 April 2026 By Savior Mwambwa Today, Tuesday, 28th April, is Kenneth Kaunda (KK) Day. KK Day is a Zambian holiday in form, but in substance, it belongs to all of Africa and to the wider Global South. Kenneth Kaunda was a founding architect of the Frontline States, a […]

Commodities, Culture, Financial Markets, Social & Lifestyle

DRC 100m from US and UAE “Paramilitary”

April 28, 2026 User1 No comments yet

….to protect the mines. By Tshepo Magagane A pantomime of the leopold-era for SNL. Sierra Leone first lady put it best “for every USD100m of minerals that leave the country, we get USD10,000”! Protecting the Congolese Minerals from the Congolese who own  them. The DRC can never have peace until the Congolese have peace. This […]

Commodities, ESG & SDGs, Financial Markets

The Sulphur Acid… Acid Test

April 16, 2026 User1 No comments yet

Africa’s supply chain crisis is not about oil. It is about what sits beneath it. By Ceaser Siwale Everyone is watching Crude. The downstream has already moved past it. Sulphuric acid is not a commodity most people track. It should be. It underpins phosphate fertiliser, copper cathode production, cobalt processing, and a chain of industrial inputs […]

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  • A man with kaso will always be ugly.
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