Comment By Tshepo Magagane Zambia’s Copper Renaissance – really simple, of the 3Mtpa target, 800tkpa has to come from independent projects! https://research.massifcap.com/p/zambia-s-copper-renaissance?utm_campaign=zambia-s-copper-renaissance&utm_medium=newsletter&utm_source=research.massifcap.com&_bhlid=293b58d214f82873ed23384bebbfce5ebf3c8427 Independent projects need to go through the following: MRE – let us assume USD5m PFS – USD60m BFS – USD100m PF – USD160m (equity) However, as you go into production – on the […]
Life is a Black Friday!
It can be quite disheartening when Black Friday rolls into town and you’ve got barely enough to see you through the day. Lining up to purchase inanimate objects may have its detractors but the modern man will always have a bargain to spend his hard-earned money on. a masterclass on how to dig a hole. It’s […]
G20 – South Africa takes over the Presidency!
By Tshepo Magagane Yes, focus on Transition Finance – which prioritises “local ownership” of assets……but dont wait for some messiah……SA has the deepest capital pools on the African continent……which do zilch for development……as all intermediaries just clip fees to live “first world lives” [3-7% charges while ETFs come at a cost of 0.2% – and […]
What’s Your Spend On App Subscriptions
By James Chona Have you ever thought about how much the average business person now spends on app subscriptions?—over $100 per month! This morning, while waiting to start tracking the truck with an abnormal load passing through Lusaka🤭, I took a look at some of the most-used subscriptions, and wow!! 1. ChatGPT Pro (Plus): $20 […]
Barotse Highway Limited Announces Special Purpose Vehicle for Construction of 371 Kilometer Road Connecting Mutanda to Kaoma
FOR IMMEDIATE RELEASE Kasempa, 1 December 2024 – Barotse Highway Limited (BHL), a Special Purpose Vehicle (SPV), has signed a concession for the construction of a crucial 371-kilometer road connecting Mutanda to Kaoma. This strategic development is poised to unlock logistics and trade in Zambia, addressing the significant challenges posed by the current road infrastructure. The […]
Opening Up Zambia’s Western Corridor
By Pangaea Securities Team Pangaea Securities is proud to announce its role as Financial Advisor to Barotse Highway Limited, the concessionaire responsible for the Concession Agreement signed on December 1, 2024. This agreement covers the Design, Build, Finance, Operate, Maintain, and Transfer (DBFOMT) of the 371km Mutanda-Kaoma Road in Zambia’s North-Western and Western Provinces. This milestone infrastructure project is set […]
We Need Some Adults In The Room
Personal Account By Brad Magrath I’ll never forget the first time an investor told me, “We need some adults in the room.” I was a co-founder in my 40s at the time, so the feedback triggered.That said, we were stuck. Growth felt like trudging through mud in wellies or stumbling home drunk with friends—unpredictable and […]
Pivot Decisions That I Regret
Personal Experiences By Brad Magrath 🚀 In the journey of entrepreneurship, we make countless decisions daily, but only a few are truly critical to long-term success. Reflecting on my time as a founder, I recognize three pivotal decisions I regret, and I take full responsibility for these moments: 1️⃣ Founder Role: An early investor advised […]
A Stroke of Luck, Faith, and History
Written By James Chona On Saturday, 17th October 2015, during the annual Presidents Putter competition at Chainama Hills Golf Club, I achieved something that fewer than five top 100 ranked golfers have ever done — an albatross on hole number 16, using a Srixon 3 golf ball (which I have kept as seen in the […]
BHP / Anglo – Standstill Expiring
More importantly, Anglo executing the strategy communicated to shareholders: * Already 2 selldowns of Angloplats to increase free-float for demerger * Sold Aus coal – dont agree with it * Making progress on Copper side in SAmerica – this is the most crucial Copper – talked about the latest Chinese moves in the likes of […]