Ceaser Siwale The Southern African Development Community (SADC) finds itself at the intersection of a global logistics crisis, a structural commodity boom, and an unprecedented push for sustainability compliance. For Small and Medium Enterprises (SMEs) that form the essential support structure for the region’s vast mining sector, navigating this turbulent environment means recognising that auditable sustainability […]
The Ai Bubble?
Observed By Tshepo Magagane [USD1.5trn that openAI has committed to spend – oh, it is loss making] “extreme euphoria” “look at chart – double bottom – those are fundamentals” “numbers dont matter because this is changing the world” “I have seen this before” “flammable items not red flags” “enron = off balance sheet exposures – […]
Even If You Have A Cursory Interest in M&A, This Is The Deal To Follow.
Analysis By Tshepo Magagane – Executive A bids for C – what appears to be superior offer B comes in bidding – B has anti-trust concerns – so it promises to give a huge part of the price before the deal consumates or is approved (it will only retain economic rights – not voting rights) […]
The GDP Fetish and What It Conceals
Guest Writer: Savior Mwambwa Despite rapid GDP growth averaging 7.7% annually in the 2000s during the copper boom, poverty remained widespread, with 60% of Zambians still below the poverty line in 2022, and between 1996 and 2015, the number of people living in poverty actually increased by 2.5 million. This is not an anomaly but […]
Africa – transition – the continent is alone in this!
Written By Tshepo Magagane If we are waiting for any Western entity to come and unlock this for us…..we are still hallucinating! We need to be truly smart about unlocking this FOR OUR OWN BENEFIT! We are currently observes in this whole thing and it is getting worse. Let us use whatever capital is available […]
Truly Unlocking Africa’s Potential!
Written By Tshepo Magagane If Africa was to actually lead the unlock of mining – it would create private capital ecosystems – I will continue to put the Khoemacau eg if a local vehicle – Batswana or other SADC – had just put up USD8m, they would have turned that into USD500m – even at […]
Unlocking Capital for Africa’s CRM
As the world requires more mining in the age of electrification Capital has been simply decimated for the sector How does the world untangle this Gordian-Knot? Historic Context – Merchant Banking was the cornerstone of Mine definition and development Eg Strategic Equities book at Merchant Bank would be at USD10bn (unlocking from geophysics stage) This was […]
USD Reserve currency – what does it mean?
By Tshepo Magagane Does the concept of a reserve currency work anymore? And the argument various currencies has been: GBP – in a drift EUR – gamble CHF – restricted in size RMB – restricted regulation wise But now with the USD (canary in the coal mine is Microsoft yielding less than Treasuries) * Sanctions […]
China – Using Its Playbook to Get Back in The Game?
Comments By Tshepo Magagane The level of naivety is truly scary and surprising at the same time! Few egs 1. In the mid-00s during the lead up to Chinese Steel production – we were very close to ArcelorMittal – through its deals from EEurope, WEurope, SAmerica, Africa, NAmerica… …all done, even the takeover of Arcelor […]
A Bull Run on an Influx of Cash
By Tshepo Magagane I truly understand why people capitulate 1. Perpetual motion of free money – governments / economies cant stand any normalisation of the cost of money 2. Price discovery is truly dead – ETFs buy at any price Brilliant read – with a heavy quants background, I always detested how much emphasis people […]