Commodities

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 […]

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 & […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]