Written By Tshepo Magagane If Africa was to actually lead the unlock of mining – it would create private capital ecosystems – I will continue to put the Khoemacau eg if a local vehicle – Batswana or other SADC – had just put up USD8m, they would have turned that into USD500m – even at […]
Buying Gold Assets – what do you pay at this stage?
By Tshepo Magagane I mean, the likes of Thor, I would happily pay a premium and buy it at 2-3x PER! But others, what do you input as LT gold price? It has value destruction written all over it there! In a gold story, you are coming in at 1. NAV 2. Prices have moved […]
Copper challenges – They Are Vast!
By Tshepo Magagane I have been following Chemaf for the past 15yrs! Close to USD700m has been sunk into this! It is at best a Tier 4 project. BUT see the fight the Chinese are putting to get hold of it, you have seen Special Forces from the US also entering this fight. Or the […]
Boy Child Advocacy Zambia In Yet Another Partnership As It Donates Football Kits
Guest Writer: Davies Sikopo Snr The Boy Child Advocacy Zambia has officially handed over two sets of football jerseys to the Blue Foxes Football Club, a Kwame Nkurumah University League Team of Kabwe, Central Province. The donation, made possible through the generous sponsorship of Pangaea Securities as part of its Partnership initiative with the Boy […]
Being a Traditional Man is An Act of Rebellion
Men will take their lovely family for a meal at a restaurant and won’t fuss about the chicken piece on their plate. A day or two later, at home, see how he becomes ungovernable after getting served with a drumstick. Man is one version in public and another in the comfort of his home. If Charity […]
Zambia’s Agriculture Sector From Recovery to Resilience
Chabala Sunkutu 2025 has been a remarkable year for Zambia’s economy. After the challenges of recent years, we’ve seen a strong rebound that is restoring confidence across industries. Real GDP grew by 4.5% in Q1 and 5.2% in Q2, and both the IMF and the government project full-year growth between 5.8% and 6.0%, which, if […]
Unlocking Capital for Africa’s CRM
As the world requires more mining in the age of electrification Capital has been simply decimated for the sector How does the world untangle this Gordian-Knot? Historic Context – Merchant Banking was the cornerstone of Mine definition and development Eg Strategic Equities book at Merchant Bank would be at USD10bn (unlocking from geophysics stage) This was […]
USD Reserve currency – what does it mean?
By Tshepo Magagane Does the concept of a reserve currency work anymore? And the argument various currencies has been: GBP – in a drift EUR – gamble CHF – restricted in size RMB – restricted regulation wise But now with the USD (canary in the coal mine is Microsoft yielding less than Treasuries) * Sanctions […]
Gold – positioning for me was around 2020/21! Copper IS NOW!
By Tshepo Magagane I was looking for structured offtake solutions for this Credit Fund at the time. One company is chaired by my ex-boss! They were going through PF – price was about USD1,200/oz. He was happy to hear from me but immediately went “nope, thank you very much Tshepo, I have approached this PF […]
China – Using Its Playbook to Get Back in The Game?
Comments By Tshepo Magagane The level of naivety is truly scary and surprising at the same time! Few egs 1. In the mid-00s during the lead up to Chinese Steel production – we were very close to ArcelorMittal – through its deals from EEurope, WEurope, SAmerica, Africa, NAmerica… …all done, even the takeover of Arcelor […]