It’s lost on us just how much damage we’ve done to one another’s mental health. That we’re constantly in this overt competition for whose is faster, bigger, prettier. The male ego is a dancefloor filler, where every one of us has shuffled to a tune or two. We like to ask each other: “Where are […]
Why We Stop Talking.
In our sunset years, sometimes sooner, we stop talking. We only offer an opinion when it is asked of us. We take action only when we are called upon. As we get older, it dawns on us that masculinity is invisible until it’s needed. Look at how the older, unfashionable men come through in times […]
A Lack of New MRE Copper Projects
By Tshepo Magagane Why is the a lack of new MRE Copper projects Globally and especially in Africa? It requires historical context. You can write-off 90s mostly for Commodities and Mining. And then if you bring in the dot-com; you will understand how hellish things were in the early 00s. Assets were being written down! […]
Bottom Line Up Front
By Ceaser Siwale The recent U.S. military action against Iran marks a severe geopolitical escalation with immediate, far-reaching consequences for global markets and business operations. The primary threat is a potential closure of the Strait of Hormuz, a chokepoint for approximately 20% of global oil and LNG supplies. This is not a moderate risk; it is a […]
No One Is Coming To Save Us!
Africa capital solutions starting to take shape… We just did last mile capital into PF for a mining project; this was local capital! We are working to unlock the Western Corridor of Zambia – DBSA, FQM, BHL, and others – local & regional capital pools! Why I always say, you need for the GEPF, PIC, […]
Mining Mergers & Acquisitions
By Tshepo Magagane Mining M&A, does it solve anything? – the biggest problem is that it does not bring virgin ore to the market and worse, the ecosystem of juniors being turned into mid-tier single projects and then being acquired by the majors has totally broken down. In addition, capital from Merchant Banks is lacking […]
MSCI Metals v World (Mining Returns)
By Tshepo Magagane Banking is about creating that deal list! I never really got any reprieve when we joined from the M&M team (was sector agnostic largely) but it was honestly deal after deal! People who made proper money in mining positioned in the late 90s into the early 00s – that is when you […]
When Grief Grips A Man
By Luu Machila I was over 800 kilometres away from home when, just the first night upon arrival, word reached me announcing the passing of my brother, Cheelo Machila, at only 34 years. The world stopped spinning. My mouth was dry, my brain paused, hands and legs were numb. My faith was put to the […]
Give Yourself Some Credit.
Men’s perpetual paranoia that they’re going to lose it all might actually be the reason they end up with much less than they’ve spent years building. Overthinking is crippling. Where your business, health, marriage or career is thriving, the tendency to push the pedal harder is something most of us are guilty of. We’re in […]
Higher Finance In Mining
By Tshepo Magagane Cap-floor-mechanisms – why did lenders stop requiring hedging as part of the CP for Project Finance? Hedging makes money for the provider, not the producer – see the hedge unwind costs that normally go through the P&L of miners… …well over 2 decades including the last super-cycle – have never seen it […]