By: Pangaea Metals & Mining Team Introduction Unlocking financing for African mining projects is crucial to capitalising on the continent’s immense mineral wealth. Despite producing 30% of the world’s minerals, Africa receives only 5% of global capital investment in mining. The shift from traditional merchant bank financing due to Basel III (BIII) regulations has created […]
European Megafunds
(from Pitchbook see: “Time to Close” & the Importance of IR teams) Author: Tshepo Magagane – Executive Are they as important as Investing Teams – an argument to be made there?!? Specifically, time between funds has decreased, going from a median of 5.4 years for the 2013-2015 period to 3.3 years for the 2022-2024 period […]
When A Man Starts Seeing Someone
One of these days, when you’re watching Arsenal Football Club torture its fans with hope, enjoying a drink with your friends … tell them you’ve started seeing someone. Who is she? Where did you meet? How did this happen? So, what will happen to your current family? Are you ready to abandon it all? You’ll […]
EU Africa strategic Partnerships
Author: Tshepo Magagane Firstly, I won’t fault the EU in Brussels (and in other cities), but agreements without Capital mean nothing! I repeat, no fault on the EU side – they really get it! But at the implementation level, there are huge problems—you still have too many people who view Africa through an 80s lens! And when […]
Know who will bury you alive
When your casket is mounted and wheeled into the church, your family and friends seated in the pews will turn to welcome you for that final farewell. There will be men who were closest to you wheeling your casket. A friend, a brother, a cousin, a son or nephew and then people will see one […]
Beyond The First Step
Credit to: Chabala Sunkutu – Senior Analyst Pangaea Securities It is a well-known conundrum that Zambia’s economy is heavily dependent on copper production and export. Once a middle-income country, Zambia has been sliding towards poverty since the 70s when copper prices declined on the world market. Albeit, current high prices of copper on the international […]
Beyond the Grind: Harnessing the Power of Networking
Author: Ceaser Siwale – Chief Executive In the fast-paced world of modern careers, the common belief that hard work alone is the key to success is deeply ingrained in many young professionals. The mantra, “This is the time to grind,” often resonates strongly with those in their 20s, driving them to focus intensely on their […]
Navigating the Complex Terrain of De-dollarisation
Views and Thoughts By Ceaser Siwale – Chief Executive Pangaea Securities The recent initiative by the Bank of Zambia (BoZ) to explore de-dollarisation has sparked a debate among various stakeholders. The BoZ’s proposal to limit the use of the US dollar in domestic transactions, with certain exceptions like exports, tourism, and large infrastructure projects, is […]
Private Capital is Here to STAY
Thoughts from Tshepo Magagne – Executive Metals & Mining The trick (or rather the challenge) is how to unlock this Gordian knot that is Financing African Mining Projects for the Transition… …the thing in all the conversations we are having is that “no one is saying – you guys are crazy” – just wringing their […]
Iron ore – It Has Vast Ramifications!
By Tshepo Magagne – Executive Metals & Mining WA Iron Ore has a lower cost structure, but if you input USD60/t v USD80/t in LT, you can immediately tell that it is going to impact Royalties, Sales Taxes, PAYE, and Corporate Taxes… So Australia has to find a way to plug that gap in taxes! An Aussie […]