Authored by Tshepo Magagane Critical Minerals – How to think about Risk? Howard Marks In Mining; you have these “Perceived Risks” regarding the sector or regions in which you find mining Projects! Risk in Mining is not about Politics – you show that your knowledge of this sector is gossamer! Risk in Mining is Geology. Friedland has proved […]
Critical Minerals – (Part 3 – 26/Sep)
Written By Tshepo Magagane Critical Minerals – Copper Indicative CFs – as said, if you are building non-Tier 1 projects of 50ktpa; you can create Returns Opportunities whereby the payback Period is 1-yr (if everything goes well in Commissioning – worst case by Yr-3) Q&D / back of a matchbox – does it add up as […]
Critical Minerals (Part 2 – 25/Sep)
By Tshepo Magagane Critical Minerals Australia (bulks) vs Copperbelt (Zambia) – The Opportunity (country level and entrepreneurs) – I wax lyrical about how Australia managed to take advantage of Chinese Steel production in the 00s – remember, most Steel and Steel Making Raw Materials were written-off to zero in the late 90s and early 00s! 1. […]
Critical Minerals (Part 1 – 24/Sep)
BY Tshepo Magagane Critical Minerals – When selecting metals to focus on, as I have said “not all critical minerals present the same opportunities”! Copper super obvious BUT I have said “can a portfolio afford to lack Gold in an era of unstable geopolitics, CB continuing to debase FIAT, Major GoldCos producing at 1.5-1.9/oz while juniors are producing at […]
Zambia Mining Insaka Webinar
Speaker: Tshepo Magagane Insaka Webinar 19 September 2024 – Please register for the webinar on this link: https://zoom.us/meeting/register/tJIsde-uqz8rGdMRk2IGAZoHxu5ifFk6TGfl Critical Minerals – all important, but not created EQUAL! Copper – we need 10 more Escondidas, we need 10 more Kamoas – we need a myriad of Khoemacau! For Zambia to 3Mtpa of Copper production, you are […]
Maybe we do need the likes of Bill Gates or Stellantis?
Author: Tshepo Magagane – Pangaea Executive Director Maybe we do need the likes of Bill Gates or Stellantis? I say yes to the first part – Specialist Mining Funds stand at USD17-20bn globally, while the global identified copper capital requirements will come in at min USD200bn! To unlock Zambia’s independent projects, both the Chamber of Mines and myself […]
Minerals – Consensus & Stars Aligning!
Authored By: Tshepo Magagane Lithium – too many jackanapes making comments who have never deployed capital, let alone developed a project! 1. The Chinese are deliberately making sure that no other capacity is built – the German/Russian case study has emboldened China; they can see how much damage has been done to German industry – like “Pinky & […]
Unlocking Financing for African Mining Projects: Progress, Opportunities, and the Copper Investment Thesis
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 […]
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 […]
Copper Discoveries
Tshepo Magagane – Metals & Mining Executive Mining companies that still go “Oh we are looking for Copper but not in ‘risky’ jurisdictions” still do puzzle me! What is unfolding with Copper is something else – I thought what happened with Steel Making Raw Materials in the ’00s was a once-in-a-lifetime event! It was not […]