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New threat from mineral supply crisis

New threat from mineral supply crisis

Miners will battle to manage the reputational impact metal shortages may have on policy objectives

From the Capital

13 JUN 2019
Developers need to spread their wings

Developers need to spread their wings

Poor projects in safe-haven jurisdiction remain poor projects

TSF D-Day arrives

TSF D-Day arrives

Industry set to split between the wills and will nots

MJ comment

11 JUN 2019
US won't be biggest loser in REE war

US won't be biggest loser in REE war

The multiple risks in rare earth elements for everyone, including China

Miner's right

10 JUN 2019
How big is gold demand?

How big is gold demand?

Understanding and accurately reporting statistics is no trivial matter

From the Capital

06 JUN 2019
Money talks

Money talks

The message to miners from the investor community has become explicit

MJ comment

05 JUN 2019
The iron throne: the stress of iron ore kingship

The iron throne: the stress of iron ore kingship

The pressure is on to spend the growing cash pile but that would be a mistake

Ramaphosa proves doubters right

Ramaphosa proves doubters right

Strong union leader hasn't become strong head of state

Forum

04 JUN 2019
Battery metal miners face new challenge

Battery metal miners face new challenge

Lithium is being squeezed as rising costs meet falling prices

Miner's right

03 JUN 2019
WGC rebuts 'exaggerated claims'

WGC rebuts 'exaggerated claims'

World Gold Council responds to From the Capital column

Forum

31 MAY 2019
Wanted: a new gold funding model

Wanted: a new gold funding model

Defining a profitable opportunity means little if those profits aren't returned to shareholders

From the Capital

30 MAY 2019
Time for direct shareholder access

Time for direct shareholder access

Shareholders have the means to immediate information from management and that should be good for all

Case for copper builds as Chinese walls rise

Case for copper builds as Chinese walls rise

Copper cuts could run deeper as demand surges

Miner's right

27 MAY 2019
Mining: the next chapter

Mining: the next chapter

Companies face the familiar challenge of nationalisation, if in a slightly augmented form

Humphreys

23 MAY 2019
Copper exploration values uncertain

Copper exploration values uncertain

The value attached to unsure development potential is lower than executives would like to admit

From the Capital

23 MAY 2019
Juniors can't kick bad habits

Juniors can't kick bad habits

A lack of recognition decades of poor returns have scarred investors is retarding meaningful reform

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