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 […]
Zambia: A Year to the Polls โ Navigating Key Risks
Mutisunge Zulu As Zambia nears its 2026 polls, it could be facing mounting economic and political pressures. Like many African sovereigns, pre-election cycles drive policy shifts, often aimed at fulfilling electoral commitments. These developments also shape country and sovereign risk, influencing investor sentiment. 1. Power Deficit:- Energy security remains a concern. Despite improved rainfall, dam […]
Why the Copperbelt is SO Important to the Transition-First Quantum Cost Structure
By Tshepo Magagane – Pangaea Mining & Infrastructure Executive [Kansanshi – Copper C1 cash cost1 of $1.21 per lb was $0.08 lower quarter-over-quarter as a result of the drawdown of stockpiles Sentinel – Copper C1 cash cost 1 of $2.11 per lb was higher than the preceding quarter as a result of lower production volumes and higher tolling […]
Foreign Corrupt Practices Act suspended.
Written By Sheila Khama (extracted from a LinkedIn Post) Should Africaโsย Citizens, Institutions, NGOs and Governments Be Concerned? @FT reports that on February 11, 2025, the US halted enforcement of the FCPA using Presidential Executive Powers. Introduced by Carter in 1977, strengthened by Obama in 2010-Dodd Frank Act. One provision aimed to curb corruption from bribes […]
USD/ZMW Sigh: A Quick Look At The Road Not Taken…
BY DEAN N ONYAMBU The Market Brain astutely highlights a critical oversight in Zambia’s economic strategy. In 2024, the Bank of Zambia (BoZ) had a unique opportunity to establish a lower USD/ZMW exchange rate baseline. Subdued economic growth dampened import demand, reducing USD requirements and creating a strategic window for action. By deploying excess USD reserves beyond […]
The Ruin Of A Nation Begins In The Home Of Its People
BY DEAN N ONYAMBU Beneath the vast skies of Africa lies a land rich with promise. Its soil holds the potential for abundance, but its fate rests in the hands of those who nurture or neglect it. Progress does not arrive by chance; it emerges from within, shaped by its people’s choices, values, and actions. While […]