VANADIUM BULLS COME OUT TO PLAY
A sudden flurry in the vanadium space has seen London-Aim-listed Bushveld Minerals step on the gas to bring its low-cost integrated vanadium mining and processing project into the spotlight on the...
View ArticleHUNG OUT TO DRY
South Africa has got the short end of the stick in the latest BHP Billiton commodity selection. To be demerged out of the group are aluminium, manganese and thermal coal – all South Africa-centric....
View ArticleBUYBACK OUT OF STARTING BLOCK
BUYBACK OUT OF STARTING BLOCK – Miner and marketer Glencore is earning kudos for making a firm share buyback commitment. A host of mining analysts heaped lavish praise on the London-, Hong Kong- and...
View ArticleDIVERSIFICATION IN REVERSE
The world’s most valuable mining company is reversing the diversification it put in place only 13 years ago under South African Brian Gilbertson and American Paul Anderson and being split in two under...
View ArticleMINING MINEFIELD
Mining lives, breathes and has its being in new investment. It cannot exist without new investment because it voraciously depletes the very assets that give strength its balance sheet. The long delay...
View ArticleIRON WILLED
Iron-ore prices may stay at lows of $70/t to 80/t for as long as three years, former BHP Billiton executive Alberto Calderon warns, and fund adviser Liberum cautions that fourth-quarter supply restock...
View ArticleCORPORATE CARE NOT CANNIBALISM
If firms are overdoing share buy-backs and starving themselves of necessary investment, artificially propped-up share prices will eventually tumble, The Economist outlined this month, while urging...
View ArticleMESMERISING MINING LAWS
The minds of potential investors must surely boggle at South Africa’s mesmerising mining law tangle made up of amendments, proposed amendments and the Minerals and Petroleum Resources Development Act...
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