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 […]
Africa How Do We Use The Abundant Minerals
By Tshepo Magagane – Executive Metals & Mining Africa how do we use the abundant minerals – I have talked about the key lessons one imparts to new grads when joining “Energy & Resources Investment Banking” We need to focus more on the lessons from O&G and Utilities for Mining! If Africa misses this chance […]
GoldCos – How are you positioned
By Tshepo Magagane – M&M Executive How do you get new gold ounces at 1k AISCC? I don’t think you can ignore Africa even if you have zero risk appetite – confiscations are a thing of the past when you do things right in Africa (when you start teaming up with this politician to take […]
Why Copper
By Tshepo Magagane – M&M Executive Why Copper – VC like returns! Right Investing teams crucial – origination differentiator… A Chat with a mining entrepreneur who has run an LSE listed company and he summarized his position “metals that go into proven technologies”! That is Copper – it is simply about conductivity – we know […]