A man who picks out the right clothes for an occasion, drives carefully on the road, speaks eloquently and can cook a decent meal? He’s usually celebrated as a catch. But when he budgets and plans for his money, it’s always a different story. You could be one of the most handsome men in the […]
Play with it a little bit.
Every man can pretend it doesn’t affect him or that he’s already experiencing it. But there comes a time, without good fortune for some in their early forties, where a man simply has to look at how nothing seems to move naturally unless he plays with it. Life does become mundane. Repetitive. Work, home, church. […]
Royalties v Shareholding
Royal Bafokeng’s secret sauce was converting Royalties into Equity By Tshepo Magagane At the very base, Equity gives you: 1. Strategic Input 2. Operational Influence 3. Most importantly CURRENCY – which enables the ability to transact 4. When it comes to the argument that NI can be manipulated by companies; that is the role of […]
South Africa Grid Localisation
By Tshepo Magagane This could be a good test to see how much Copper value-addition is done in Africa!Remember that currently it is cheaper to bring end-copper products through Durban port from China than it is to bring them from Zambia – something has to change. 1. 14,500km of Transmission lines – will require about […]
The Sulphur Acid… Acid Test
Africa’s supply chain crisis is not about oil. It is about what sits beneath it. By Ceaser Siwale Everyone is watching Crude. The downstream has already moved past it. Sulphuric acid is not a commodity most people track. It should be. It underpins phosphate fertiliser, copper cathode production, cobalt processing, and a chain of industrial inputs […]
Stop Pitching. Start Aligning.
Why the Smartest Investors in Africa Are Winning Deals Before They Walk Into the Room By Ceaser Siwale | March 2026 There is a hard truth that many in the boardroom still struggle to grasp: in the African investment landscape, the pitch is often over before you even walk through the door. As Amne Suedi recently observed, […]
Africa, These Minerals Belong To Us
By Tshepo Magagane The West is underpinned by the wealth that has been extracted from Africa. For Zambia to get to 3Mtpa, you need 800ktpa to come from Independent Projects. From MRE, PFS, BFS, PF; it will take USD12-15bn. However, when these projects come into production – they will be throwing off that much in […]
Why Are There Issues With Mining Pipeline
By Tshepo Magagane …every other analyst wanted to avoid the mining team! “dont be stupid, you are going to make your money in extractives” an Aussie MD to me as a junior talking about a rotation into the healthcare team (top notch team)… …when Ken passed on, I knew that we were approaching Peak China […]
Impact Banking – “IMPACT is the only sustainable form of Capitalism”!
By Tshepo Magagane Why we do what we do! “if not us, who will”! Zambia Railways Limited (ZRL) has appointed Pangaea Securities as Transaction Advisor to mobilise US$60 million from Development Finance Institutions (DFIs) and private sector investors to support the rehabilitation of the country’s railway infrastructure. The funding will complement a €50 million grant […]
Davos 2026: The Intersection of Intelligence and Infrastructure
Shared Experiences By Ceaser Siwale The World Economic Forum (WEF) and INSEAD 56th Annual Meeting in Davos, held from January 19–23, 2026, marked a decisive pivot in the global energy narrative. Under the theme “A Spirit of Dialogue,” the focus shifted from long-term climate ambition to the immediate, physical realities of energy security, industrial competition, and the resource-intensive nature of the AI revolution. Highlights […]