Tag:
Mining
Library
Rhodium, a rose by another name?
Ghost Mail reader Greg Salter has written a wonderful piece on rhodium, the unsung hero of the South African economy during Covid. It's absolutely worth a read.
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Energy and Commodities
Pan African Resources: more gold and less debt
Pan African Resources is a rock solid operator that has outperformed its peers over the past year. Of course, as luck would have it, it's the one gold miner I didn't buy in 2021.
Energy and Commodities
Unlock the Stock: Tharisa plc
Tharisa plc's management team joined Unlock the Stock to give a presentation of the business and answer questions from investors.
Agriculture and Food Producers
Omnia: a special year
Omnia has comprehensively beaten the market this year. With cyclical exposures and a major fight with SARS, there's much for investors to consider.
Energy and Commodities
Transnet is still hurting Thungela
Thungela is printing cash. It would print even more if Transnet performed properly. Nonetheless, investors are waiting for a hopefully juicy dividend in August.
Diversified Industrials
Barloworld trudges through the mud in Russia
Barloworld's latest results confirm that the company is sticking it out in Russia, recognising a R1 billion impairment in the Eurasia division.
Energy and Commodities
AngloGold margins under pressure
AngloGold Ashanti has reported much improved cash flows, but EBITDA margin has deteriorated.
