Sibanye-Stillwater CEO Richard Stewart has stepped into the top job at a time when the company is printing money in its gold and PGM operations. But success during the favourable times in the cycle is driven by what a mining company does through the cycle. From cost control measures through to strategic commodity investments, there are many strategies that Sibanye-Stillwater uses to create long-term shareholder value. In this excellent discussion, Richard gives us deeper insights into the operating environment and how the group positions itself over time.

Challenges have resulted in notable M&A activity, legal developments, and an energy market transformation.

In the 60th edition of Unlock the Stock, Orion Minerals joined us for the first time to talk about the projects that they are in the process of raising money for and developing in South Africa.

In the 48th edition of Unlock the Stock, Afrimat returned to the platform to talk about the recent performance and strategic focus areas for the group. The Finance Ghost co-hosted this event with Mark Tobin of Coffee Microcaps and the team from Keyter Rech Investor Solutions.

A paradigm shift is needed: from viewing mining companies as direct providers of development to seeing them as catalysts for sustainable economic ecosystems.

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.

The mining industry has been all the rage this year, with commodity prices driving inflationary pressures across the globe. Ghost Mail readers get a 40% discount on Who Owns Whom research reports, including on this sector.

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.