By Tshepo Magagane I was looking for structured offtake solutions for this Credit Fund at the time. One company is chaired by my ex-boss! They were going through PF – price was about USD1,200/oz. He was happy to hear from me but immediately went “nope, thank you very much Tshepo, I have approached this PF […]
A Lack of New MRE Copper Projects
By Tshepo Magagane Why is the a lack of new MRE Copper projects Globally and especially in Africa? It requires historical context. You can write-off 90s mostly for Commodities and Mining. And then if you bring in the dot-com; you will understand how hellish things were in the early 00s. Assets were being written down! […]
2 Copper Stories: Article on Financing and FQM Head Geo Interview2 Copper Stories:
Written By Tshepo Magagane 1. Copper Industry needs to invest USD2.1trn to meet demand My Transition obsession – as I have said, “Africa missed out on Chinese Steel Production demand driven commodities rally while Australia fully capitalised on this to not only build at a national level but to create local capital pools”. 1. There […]
Insights From Knowing 0.5% of the Global Billionaires
Henri Pierre-Jacques Co-Founder and Managing Partner at Harlem Capital 🧵There are ~3,000 Billionaires globally and I’ve gotten to know 16 of them 8 of them are investors in Harlem Capital and 8 of them I know personally. Here’s what I’ve learned from knowing 0.5% of the Billionaires 1) They rarely ever stop working Every single one—ranging in […]