Podcasts about mining analyst

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Best podcasts about mining analyst

Latest podcast episodes about mining analyst

The POWER Business Show
Goldfields to acquire Gold Road Resources for R44bn

The POWER Business Show

Play Episode Listen Later May 5, 2025 7:46


Nosipho Radebe is in conversation with Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

acquire goldfields mining analyst
The POWER Business Show
Gold Fields ends operations at Ghana's Damang mine after govt rejects lease renewal

The POWER Business Show

Play Episode Listen Later Apr 14, 2025 8:27


Nosipho Radebe is in conversation with Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

The POWER Business Show
Impala Platinum skips dividend

The POWER Business Show

Play Episode Listen Later Feb 27, 2025 13:09


Nhlanhla Sehume speaks to Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

The POWER Business Show
Mine rehabilitation – an ongoing crisis in Gauteng?

The POWER Business Show

Play Episode Listen Later Feb 10, 2025 11:32


Nosipho Radebe is in conversation with Mining Analyst, David van WykSee omnystudio.com/listener for privacy information.

The POWER Business Show
Mineworker Conditions in South Africa

The POWER Business Show

Play Episode Listen Later Feb 7, 2025 10:21


Nosipho Radebe is in conversation with Mining Analyst, David Van WykSee omnystudio.com/listener for privacy information.

The POWER Business Show
BHP and Lundin Mining complete Filo Corp acquisition

The POWER Business Show

Play Episode Listen Later Jan 16, 2025 8:20


Nosipho Radebe speaks to Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

The POWER Business Show
Sibanye-Stillwater secures US$500 (R8.8bn) streaming agreement with Franco-Nevada

The POWER Business Show

Play Episode Listen Later Dec 19, 2024 11:19


Nosipho Radebe speaks to Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

The POWER Business Show
Mining Production and Sales Data - October 2024

The POWER Business Show

Play Episode Listen Later Dec 10, 2024 9:14


Nosipho Radebe speaks to Mining Analyst, David van WykSee omnystudio.com/listener for privacy information.

The Best of Weekend Breakfast
The effects of Illegal mining & Zama zamas syndicate.

The Best of Weekend Breakfast

Play Episode Listen Later Dec 7, 2024 20:48


Mining Analyst, David Van Wyk on the effects of Illegal mining & Zama zamas syndicates to society. David speak on how Zama Zamas operate, the problems they causing to communities and how criminals have taken advantage this.See omnystudio.com/listener for privacy information.

The Best of Breakfast with Bongani Bingwa
The issue of unauthorized mines and teenagers discovered within them

The Best of Breakfast with Bongani Bingwa

Play Episode Listen Later Dec 6, 2024 6:12


Peter Major, Mining Analyst speaks to Ray White about  efforts to deal with illegal mining in Sabie and Stilfontein.  See omnystudio.com/listener for privacy information.

The POWER Business Show
Liberty Coal launches R600m legal battle over alleged illegal mining operations

The POWER Business Show

Play Episode Listen Later Nov 25, 2024 12:17


Nosipho Radebe is in conversation with Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

The POWER Business Show
Pan African acquires Tennant consolidated Mining Group

The POWER Business Show

Play Episode Listen Later Nov 5, 2024 8:42


Nosipho Radebe speaks to Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

The POWER Business Show
BHP faces $47bn lawsuit over Brazilian dam collapse

The POWER Business Show

Play Episode Listen Later Oct 22, 2024 8:37


Nosipho Radebe speaks to Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

The KE Report
Mines & Money Webinar - Resourcing Tomorrow (Dec 3-5, London) - Investing In Critical Minerals Companies

The KE Report

Play Episode Listen Later Oct 21, 2024 178:14


I recently teamed up with Mines and Money to host a roundtable discussion on the investment landscape for critical mineral and the underlying equities. This was tied into the upcoming Resourcing Tomorrow conference in London on December 3-5th. I was joined by the following guests.   Amanda van Dyke, Managing Director, Sustainable Resources Strategy, ARCH Emerging Markets Partners Limited Marcos Camhis, Founder and Chief Executive Officer, @FOS Associates  Paul Renken, Senior Geologist & Mining Analyst at VSA Capital We delve into the market dynamics of key resources like lithium, nickel, silver, and tin, challenges facing junior mining companies, and strategies for securing funding and navigating geopolitical risks.   Click here to learn more about the Resourcing Tomorrow conference on December 3-5th in London. Use code 9HZHZY for a 10% discount!

The POWER Business Show
Jubilee Metals advances copper strategy with second open-pit mine

The POWER Business Show

Play Episode Listen Later Oct 7, 2024 10:08


Nosipho Radebe speaks to Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

The SharePickers Podcast with Justin Waite
2653: John Meyer: In 10 Years Time People Will Wonder Why They Bothered Looking at Combustion Engines

The SharePickers Podcast with Justin Waite

Play Episode Listen Later Aug 23, 2024 37:32


John Meyer: In 10 Years Time People Will Wonder Why They Bothered Looking at Combustion Engines John Meyer, Mining Analyst and Partner at SP Angel discusses why he thinks the price of lithium will start rising and the China crisis. John also covers the following companies: Atlantic Lithium #ALL Cornish Metals #CUSN Kavango Resources #KAV Aterian #ATE  THIS PODCAST IS NOT INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. PEOPLE IN THIS PODCAST MAY HOLDS STOCKS THEY TALK ABOUT PLEASE DO YOU ON RESEARCH.

The POWER Business Show
Sibanye Stillwater finalises gold prepayment deal - and refinances credit facility

The POWER Business Show

Play Episode Listen Later Aug 21, 2024 10:15


Noluthando Mthonti-Mlambo speaks to Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.

The SharePickers Podcast with Justin Waite
2630: John Meyer: Is there a Banking Crisis in China?

The SharePickers Podcast with Justin Waite

Play Episode Listen Later Jul 19, 2024 29:51


John Meyer, Mining Analyst and Partner of SP Angel discusses the problems China is facing, namely the housing collapse and the knock on effects on the levels of bad debt at the banks. This has also had an effect on consumer spending and GDP.  John also comments on Gold, Copper and the following companies:  Solgold #SOLG  Bushveld Minerals #BMN  Anglo-Asian Mining #AAZ  John Meyer: Is there a Banking Crisis in China?  ABOUT THE SHAREPICKERS INVESTMENT CLUB If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes.  They are relatively easy to correct.  My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill.  My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes.  I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on the MicroCap League.  Members of The SharePickers Investment Club also receive Justin's investment book: How to become a Microcap Millionaire - A 3 Step Strategy to Stock Market Success It teaches you:  WHAT are the best UK stocks to invest into using fundamental analysis  WHEN is the very best time to invest using technical analysis  HOW to manage your investments using portfolio management.  In the book Justin explains how his Stocks and Share ISA went from £30,115 in 2009 to £2,751,467 on the 1st May 2021. On the website there's also videos on how to learn about fundamental analysis and technical analysis.  To get 20% off your membership to the SharePickers Investment Club go to www.sharepickers.com/subscribe and sign up for my free cheat sheet. 

The SharePickers Podcast with Justin Waite
2625: John Meyer: You Can Do an Awful Lot with a Ton of Tin!

The SharePickers Podcast with Justin Waite

Play Episode Listen Later Jul 12, 2024 32:56


John Meyer: You Can Do an Awful Lot with a Ton of Tin!  In this video John Meyer, Mining Analyst and Partner at SP Angel discusses, Gold, Lithium, China's impact on commodity price plus the following companies: Atlantic Lithium #ALL Kodal Minerals #KOD BlueJay Mining #JAY Cornish Metals #CUSN  ABOUT THE SHAREPICKERS INVESTMENT CLUB  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes.  They are relatively easy to correct. See the video below called: Investors Avoid These Two Mistakes. My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill.  My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on the MicroCap League.  Members of The SharePickers Investment Club also receive Justin's investment book: How to become a Microcap Millionaire - A 3 Step Strategy to Stock Market Success It teaches you: WHAT are the best UK stocks to invest into using fundamental analysis WHEN is the very best time to invest using technical analysis HOW to manage your investments using portfolio management. In the book Justin explains how his Stocks and Share ISA went from £30,115 in 2009 to £2,751,467 on the 1st May 2021. On the website there's also videos on how to learn about fundamental analysis and technical analysis.  To get 20% off your membership to the SharePickers Investment Club go to www.sharepickers.com/subscribe and sign up for my free cheat sheet. 

HiFi Radio with

Wolfgang and Jack are joined by: Dalton Baretto – Metals and Mining Analyst at Canaccord Genuity. Michael Hainsworth - IDC Contributing Editor and Host of Where's My Jetpack.

Early Breakfast with Abongile Nzelenzele
Unpacking Employee Share Ownership Scheme protest at Sibanye Stillwater

Early Breakfast with Abongile Nzelenzele

Play Episode Listen Later Jun 5, 2024 5:28


Guest: Peter Major | Mining Analyst  Peter Major is a Mining Analyst and joins Africa to help us better understand Employee Share Ownership in the mining sector, as a protest at Sibanye Stillwater continues, with AMCU voicing their recent support for the workers.See omnystudio.com/listener for privacy information.

The John Perlman Show
Red tape holding back investment in exploration in mining in South Africa

The John Perlman Show

Play Episode Listen Later May 20, 2024 7:30


John chats to Peter Major, Mining Analyst about The department of mineral resources & energy is yet to put pen to paper on the service level agreement with the preferred bidder for the new automated mining cadastral system, which is meant to unlock investment in exploration and clear the backlog of mining and prospecting licencesSee omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Anglo Rejects BHP Again , Hwang Trial

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 13, 2024 42:14 Transcription Available


Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alon Olsha, Bloomberg Intelligence Senior Metals and Mining Analyst, discusses BHP saying Anglo American has rebuffed an improved takeover offer. Sonali Basak, Bloomberg Television Anchor, discusses Archegos Capital Management founder Bill Hwang's trial. Dryden Pence, CIO at Pence Wealth Management, joins to discuss his outlook for the markets. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, talks about how Tesla's distractions have created space for competitors in the US. Sesh Iyer, North America Co-Chair, of the Boston Consulting Group, discusses helping clients think through the levels of value for new AI.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

The SharePickers Podcast with Justin Waite
2584: John Meyer: This Signifies There's a Shortage of Copper

The SharePickers Podcast with Justin Waite

Play Episode Listen Later Apr 19, 2024 34:50


John Meyer, Mining Analyst and Partner at SP Angel talks about the treatment and refining charges of copper concentrate has gone negative which suggest there's a shortage of copper. John also discusses, Tin, Gold, Lithium, Cornish Metals #CUSN BlueJay Mining #JAY Kavango Resources #KAV Atlantic Lithium #ALL Atalaya Mining #ATYM Anglo-Asian Mining #AAZ Some of the benefits of being a member of the SharePicker Investment Club: * The UK's only MicroCap League: 100's of potential small cap investment ideas analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. * Free Investment Book: How to be a Stock Market Winner (3 Step Strategy) by Justin Waite. * Weekly Live Webinar: Justin analyses potential investment ideas, fundamentally & technically. He discusses his own holdings together with portfolio management and other aspects of investing. * Blog: Justin will post a blog when he invests in a new company, on the day he invests. * My Watchlist: This is a list of companies Justin think's may have some decent investment potential. * Stock Requests: Members suggest stocks to be analysed on the webinar. * Company Analysis: Website based research function using the most important metrics that move share prices. * Targeted News: Access to news from small companies releasing significant news. * Resources: Learner videos on income statements, balance sheets, cash flow statements and charts plus spreadsheets to help you personally analyse companies. * Chat: Access to the Club's chat group. For more information on the SharePickers Investment Club visit below: https://www.sharepickers.com/subscribe  NOTHING IN THIS VIDEO IS INVESTMENT ADVICE. INVESTING IN THE STOCK MARKET, ESPECIALLY SMALL COMPANIES CAN BE VERY RISKY. PLEASE DO YOUR OWN RESEARCH OR IF YOU ARE UNSURE PLEASE SEEK PROFESSIONAL ADVICE FROM A REGULATED ADVISOR.

The SharePickers Podcast with Justin Waite
2581: John Meyer dismisses Bulletin Board Rumours of Dead Sheep & Cows in Mine as Rubbish

The SharePickers Podcast with Justin Waite

Play Episode Listen Later Apr 12, 2024 33:38


John Meyer, Mining Analyst and Partner at SP Angel, dismisses Bulletin Board Rumours of Dead Sheep & Cows in Mine as Rubbish! John also talks about #Gold #Copper, Cornish Metals #CUSN CleanTech Lithium #CTL Strategic Minerals #SML Aura Energy #AURA Atalaya Mining #AYTM Goldstone Resources #GRL Kavango Resources #KAV Some of the benefits of being a member of the SharePicker Investment Club: * The UK's only MicroCap League: 100's of potential small cap investment ideas analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. * Free Investment Book: How to be a Stock Market Winner (3 Step Strategy) by Justin Waite. * Weekly Live Webinar: Justin analyses potential investment ideas, fundamentally & technically. He discusses his own holdings together with portfolio management and other aspects of investing. * Blog: Justin will post a blog when he invests in a new company, on the day he invests. * My Watchlist: This is a list of companies Justin think's may have some decent investment potential. * Stock Requests: Members suggest stocks to be analysed on the webinar. * Company Analysis: Website based research function using the most important metrics that move share prices. * Targeted News: Access to news from small companies releasing significant news. * Resources: Learner videos on income statements, balance sheets, cash flow statements and charts plus spreadsheets to help you personally analyse companies. * Chat: Access to the Club's chat group. For more information on the SharePickers Investment Club visit below: https://www.sharepickers.com/subscribe  NOTHING IN THIS VIDEO IS INVESTMENT ADVICE. INVESTING IN THE STOCK MARKET, ESPECIALLY SMALL COMPANIES CAN BE VERY RISKY. PLEASE DO YOUR OWN RESEARCH OR IF YOU ARE UNSURE PLEASE SEEK PROFESSIONAL ADVICE FROM A REGULATED ADVISOR.

The POWER Business Show
Harmony Gold strikes historic wage deal with all unions

The POWER Business Show

Play Episode Listen Later Apr 8, 2024 12:46


Noluthando Mthonti-Mlambo speaks to Mining Analyst, Peter Major about the wage agreement that guarantees mining labour stability that saw JSE-listed miner Harmony Gold sign a multiyear, above-inflation pay deal giving mineworkers raises of as much as R1,500 in 2029.See omnystudio.com/listener for privacy information.

The SharePickers Podcast with Justin Waite
2569: John Meyer on Gold, Copper, Arc, Atlantic, Cornish, Empire & Sovereign

The SharePickers Podcast with Justin Waite

Play Episode Listen Later Mar 22, 2024 21:27


John Meyer, Mining Analyst and Partner at SP Angel discusses, Gold, Copper, Arc Minerals #ARCM, Atlantic Lithium #ALL, Cornish Metals #CUSN, Empire Metals #EEE & Sovereign Metals #SVLM  Some of the benefits of being a member of the SharePicker Investment Club: * Free Investment Book: How to be a Stock Market Winner (3 Step Strategy) by Justin Waite. * Weekly Live Webinar: Justin analyses potential investment ideas, fundamentally & technically. He discusses his own holdings together with portfolio management and other aspects of investing. * Blog: Justin will post a blog when he invests in a new company, on the day he invests. * My Watchlist: This is a list of companies Justin think's may have some decent investment potential. * Stock Requests: Members suggest stocks to be analysed on the webinar. * StockScores: 100's of potential small cap investment ideas analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. * Company Analysis: Website based research function using the most important metrics that move share prices. * Targeted News: Access to news from small companies releasing significant news. * Resources: Learner videos on income statements, balance sheets, cash flow statements and charts plus spreadsheets to help you personally analyse companies. * Chat: Access to the Club's chat group. For more information on the SharePickers Investment Club visit below: https://www.sharepickers.com/subscribe

The SharePickers Podcast with Justin Waite
2565: John Meyer on Copper, Lithium, Atlantic Lithium, Savannah Res, Cornish Metals, Jangada Mines & Arc Mins

The SharePickers Podcast with Justin Waite

Play Episode Listen Later Mar 15, 2024 22:02


John Meyer, Mining Analyst & Partner at SP Angel discusses the rising price of Copper & Lithium plus Atlantic Lithium #ALL, Savannah Resources #SAV, Cornish Metals #CUSN, Jangada Mines #JAN & Arc Minerals #ARCM  John Meyer on Copper, Lithium, Atlantic Lithium, Savannah Res, Cornish Metals, Jangada Mines & Arc Mins This SharePickers Investment Club. Some of the benefits of being a member of the SharePicker Investment Club: * Free Investment Book: How to be a Stock Market Winner (3 Step Strategy) by Justin Waite. * Weekly Live Webinar: Justin analyses potential investment ideas, fundamentally & technically. He discusses his own holdings together with portfolio management and other aspects of investing. * Blog: Justin will post a blog when he invests in a new company, on the day he invests. * My Watchlist: This is a list of companies Justin think's may have some decent investment potential. * Stock Requests: Members suggest stocks to be analysed on the webinar. * StockScores: 100's of potential small cap investment ideas analysed and scored in relation to their growth, value, health, efficiency, momentum & potential. * Company Analysis: Website based research function using the most important metrics that move share prices. * Targeted News: Access to news from small companies releasing significant news. * Resources: Learner videos on income statements, balance sheets, cash flow statements and charts plus spreadsheets to help you personally analyse companies. * Chat: Access to the Club's chat group. For more information on the SharePickers Investment Club visit below: https://www.sharepickers.com/subscribe

Life of Mine
Legendary Mining Analyst John Macdonald on Spotting Companies Tricks & Calling it how it is

Life of Mine

Play Episode Listen Later Feb 16, 2024 76:41


We had the great privilege of sitting down with John Macdonald, a legendary mining analyst.We delved into the conflicts of staying true to your views and not being swayed by outside pressures, the common tricks that companies get up to, how he spotted richly valued as well as promising businesses, what the real costs that investors should follow are and a whole heap more.All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – Transforming the way Mining companies communicate to 3DEmail grant@vrify.com (no e) for more information InvestorHub – The go-to Digital Platform shaking up the Investor Relations industryEmail rhori@investorhub.com for more information DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industrieshttps://www.dsiunderground.com/contact SMEC Power & Technology – Electrical Guru's for the Mining Industrysales@smelectrical.com.au McMahon Mining Title Services (MMTS) – Australia-wide tenement service expertshttps://www.mmts.net.au/#contact Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreseamus@anytimees.com KCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreadmin@kcasiteservices.com.au Brooks Airways – Perth's leading charter flight operatorsops@brooksairways.com K-Drill – Safe, reliable, and productive surface RC drilling ryan@k-drill.com.au Buy your Money of Mine MERCH here Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALDTIMESTAMPS(0:00:00)Introduction(0:02:47)Charting to the next Extreme(0:09:58)Welcoming Johnny Mac on MoM(0:11:37)Some of the big calls (Perseus, Ramelius + Dacian)(0:22:56)The downfall of Sons of Gwalia (0:33:08)Banking commitments for Liontown(0:34:36)Reflection on being an Analyst(0:37:41)Using the CAIC (Corporate All-In cost)(0:45:36)Red flags in company reporting(0:47:49)How to assess management teams(0:52:21)The discount in valuation for African miners(0:59:14)Forecasting commodity prices(1:01:18)Any surprise with recent Lithium movement?(1:03:06)Gold vs base metals miners

The POWER Business Show
Labour and mining: Looking at the trend of mining sit ins in 2023 South Africa

The POWER Business Show

Play Episode Listen Later Dec 19, 2023 9:44


Noluthando Mthonti-Mlambo speaks to David Van Wyk, Mining Analyst & Researcher, at the Benchmarks Foundation  and July Radibe, Regional Chair of the National Union of the Mineworkers in Rusternburg about mining sit ins in 2023 South Africa.See omnystudio.com/listener for privacy information.

The POWER Business Show
SA's annual mining output slips almost 2% in September

The POWER Business Show

Play Episode Listen Later Nov 10, 2023 10:26


NOLUTHANDO MTHONTI-MLAMBO speaks to Peter Major, Mining Analyst about the latest mining data.See omnystudio.com/listener for privacy information.

Business News Leaders
Listen! Digging through Kumba and Amplats' Q3 data

Business News Leaders

Play Episode Listen Later Oct 24, 2023 7:55


Kumba Iron Ore's sales for the third quarter fell 12% year-on-year, as the miner battled equipment breakdowns at the Transnet managed Saldanha Port. Anglo American Platinum meanwhile meantime posted a 9% fall in production during the period as load-shedding weighed. Business Day TV unpacked the data in greater detail with Mining Analyst, Peter Major.

data digging transnet kumba peter major mining analyst business day tv
The Vox Markets Podcast
1643: John Meyer on China's Property Implosion plus Atlantic Lithium, Bushveld & Sovereign Metals

The Vox Markets Podcast

Play Episode Listen Later Sep 29, 2023 18:30


John Meyer, Mining Analyst and partner at SP Angels discusses the state of the Chinese property market and the potential knock on for commodities prices & resource stocks. Also discussed: Atlantic Lithium #ALL Bushveld Minerals #BMN  Sovereign Metals #SVML

Mining Stock Education
Finding Resource Investing Opportunities in Today's Market with Mining Analyst Derek Macpherson

Mining Stock Education

Play Episode Listen Later Sep 27, 2023 50:52


Derek Macpherson is both a mining analyst and the CEO of 2 publicly traded companies: Gold79 Mines (AUU:TSXV) and Olive Resources Capital (OC:TSXV). Derek began his professional career as a metallurgist in the steel manufacturing business, which he then left to become a full-time mining analyst. In this interview hosted by Brian Leni, Derek reveals where he sees opportunity in the current resource market. Also, he describes the setup needed for a M&A frenzy, what catalysts may turn sentiment, a detailed discussion on analyzing developers and much more. 0:00 Introduction 1:34 Beaver Creek / Denver Gold Forum 6:00 Catalyst for M&A? 10:02 Sentiment Change in the resource sector 13:06 Where is the opportunity in the market? 21:06 Today, where do we stand on the spectrum of risk? 27:18 Critical Minerals versus Recession 32:58 After-tax IRR under 20% 37:36 NPV to CAPEX Ratio 46:21 Gold79 Mines (AUU:TSXV) & Olive Resource Capital (OC:TSXV) Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

The Vox Markets Podcast
1615: John Meyer on Chinese stimulus plus Arc, Bushveld, Cornish Metals, Empire Metals & Tertiary Min

The Vox Markets Podcast

Play Episode Listen Later Sep 15, 2023 19:28


John Meyer, Mining Analyst & partner at SP Angel. Arc Minerals #ARCM Bushveld Minerals #BMN Cornish Metals #CUSN Empire Metals #EEE Tertiary Minerals #TYM 

Business News Leaders
Digging into the new De Beers-Botswana deal

Business News Leaders

Play Episode Listen Later Jul 4, 2023 8:27


De Beers is set to keep selling rough diamonds from Botswana for another decade, under a new arrangement between the gem giant and the world's second-largest diamond producer. Business Day TV spoke to Mergence's Mining Analyst, Peter Major to get greater detail on the deal.

digging botswana de beers peter major mining analyst business day tv
Mining Stock Education
Lithium Market Fundamentals Explained by Mining Analyst Koby Kushner (Bubble or Bull Market?)

Mining Stock Education

Play Episode Listen Later Dec 26, 2022 34:18


The lithium market has been on the forefront of this worldwide electrification boom. Lithium's inherent physical qualities make it invaluable to batteries and thus, vital for this major paradigm change. In this interview with Red Cloud Securities' mining analyst, Koby Kushner, we cover the basics of the lithium market: deposit types, production, end products, security of supply and market dynamics heading into 2023. Not unlike the other battery metals, security of supply appears to be the biggest driver of price appreciation. Listen to Kushner overview of the lithium market's state of supply. Enjoy! 0:00 Introduction 0:35 Lithium basics: Deposit types, how they were formed, breakdown of production 2:30 Clay deposits, why aren't any in production? 3:34 Uses for lithium outside of batteries? 4:28 Lithium end products delivered to the battery makers? 4:50 Hydroxide versus carbonate? 6:50 Lithium substitution in the future? 9:17 Security of supply? 10:50 Canada as a jurisdiction for lithium exploration and development 13:10 Direct Lithium Extraction Technology 17:15 Impact of the lithium triangle on the lithium market 18:48 Is there a big difference technologically and economically between the hard rock and brine source of lithium? 22:01 EU's lithium supply? 23:47 Recap the lithium market in 2022 26:05 Could a recession de-rail the lithium market in 2023? 28:40 Where's the best place to track the lithium price? 30:01 Red Cloud Financial Services Offering – Pre-PDAC conference? Red Cloud Securities: https://redcloudsecurities.com/ Junior Stock Review Premium - https://www.juniorstockreview.com/premium-subscript ion/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Business News Leaders
What's behind the decline in SA's mining sector?

Business News Leaders

Play Episode Listen Later Nov 10, 2022 7:34


The annual decline in mining output has persisted for eight months. Mining production decreased by 4,5% in September, with the largest negative contributors being iron ore and gold. Business Day TV caught up with Mining Analyst, Peter Major to discuss what's behind the decline in the sector.

decline sector mining peter major mining analyst business day tv
Business News Leaders
Is the Gold Fields-Yamana deal too expensive?

Business News Leaders

Play Episode Listen Later Oct 24, 2022 7:36


Just weeks ahead of a crucial shareholder vote, Gold Fields is talking shop to try win more support for its proposed takeover of Yamana Gold. This comes as some investors have expressed concern about the transaction, saying its too expensive. Business Day TV spoke to Mining Analyst at Mergence Corporate Solutions, Peter Major for his take on the proposed deal and Gold Field's logic.

expensive goldfields yamana peter major mining analyst business day tv
The POWER Business Show
Peter Major - Mining Analyst

The POWER Business Show

Play Episode Listen Later Aug 4, 2022 42:52


See omnystudio.com/listener for privacy information.

analysts peter major mining analyst
The Best of Breakfast with Bongani Bingwa
Reflecting on the outcomes of the 2022 Mining Indaba

The Best of Breakfast with Bongani Bingwa

Play Episode Listen Later May 13, 2022 14:04


Mining Analyst and Mergence Corporate Solutions director Peter Major and Public Affairs & Transformation Senior Executive at Minerals Councils South Africa Tebello Chabana react to President Cyril Ramahosa's speech at the African Mining Conference, the mining industry's challenges, future investment, and the country's future of coal and alternative energy.  See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Oil, And Metals (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 9, 2022 24:48


Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the economy in 2022. Javier Blas, Columnist with Bloomberg Opinion, discusses his column on the false sense of security in the oil market and the exploding refinery margin. Matthew Miller, Metals and Mining Analyst at CFRA Research, talks about metals and the economy amid war in Ukraine and market swings. Eric Balchunas, ETF analyst with Bloomberg Intelligence, talks about investing, market swings, and ETFs in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance
Surveillance: U.S. to Ban Russian Oil

Bloomberg Surveillance

Play Episode Listen Later Mar 8, 2022 26:54


Timna Tanners, Wolfe Research Metals and Mining Analyst, says, there's no quick production fix for the commodities that have been disrupted due to the war in Ukraine. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, explains how her firm is trying to be opportunistic in the current market environment. Diane Swonk, Grant Thornton Chief Economist, says the Fed is already behind the curve. Ann Miletti, Allspring Global Investments Head of Active Equity, says female investors have the edge. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Galway Metals Inc. (TSXV: GWM) (OTCQB: GAYMF)
Galway Metals Inc. - VID V Featured Company

Galway Metals Inc. (TSXV: GWM) (OTCQB: GAYMF)

Play Episode Listen Later Dec 14, 2021 51:41


Galway Metals Inc. recently presented at VID V Sponsored by Laurentian Bank Securities. This Video includes a 30 Min Corporate Presentation by Larry Strauss, and a 15 Min Live Q&A Galway Metals is well capitalized with two projects in Canada: Clarence Stream, an emerging gold district in New Brunswick, and Estrades, the former producing, high-grade, gold-rich VMS polymetallic mine in Quebec. The Company began trading on January 4, 2013, after its successful spinout to existing shareholders from Galway Resources following the completion of the US$340 million sale of that company. With substantially the same management team and Board of Directors, Galway Metals is keenly intent on creating similar value as it had with Galway Resources. Larry Strauss, Vice President of Corporate Development, Director, has more than 25 years' experience in the mining industry including 18 years as a mining/commodities analyst in Canada and the US, then 10 years as a Director and Advisor to resource companies. Mr. Strauss was a Director and Mining Analyst at GMP Securities. He also worked at Canaccord, Prudential and Merrill Lynch. He has been awarded “Best on the Street” in Mining and Metals by the Wall Street Journal. Most recently, a director at Galway Resources.

The Vox Markets Podcast
10: John Meyer, Mining analyst and partner at SP Angel talks about bitcoin, gold and: BlueJay Mining #JAY Alba Minerals Resources #ALBA Eurasia Mining #EUA & Anglo-Asian Mining #AAZ

The Vox Markets Podcast

Play Episode Listen Later May 24, 2021 21:10


Classic Business
Is this a new PGM paradigm?

Classic Business

Play Episode Listen Later Mar 18, 2021 25:25


It’s been a blisteringly red-hot run for the country’s platinum group metals miners. It’s worth repeating the recent earnings numbers. Amplats reported a record EBITDA of R41.6 billion, Sibanye Stillwater’s EBITDA increased by 230% year-on-year to more than R49 billion, Implats EBITDA rose by 231% to just over R25 billion. Even ROYAL Bafokeng Platinum, which listed on the JSE 10 years ago as the first community company to do so, rewarded shareholders with a maiden R1,5 billion dividend during the 12 months ended December 2020 on the significant growth in its cash flows. Over 12 months, the FTSE/JSE Africa Platinum Mining Index is up an eye-watering 226% as of last night’s close, thanks to surging prices for palladium and rhodium, dug up with platinum and used in vehicle autocatalytic converters. The question now on investors lips is how long can this last? Michael Avery sat down with Rene Hochreiter, Mining Analyst at Noah Capital Markets; and David Holland of Fractal Value Advisors and Adjunct Professor at the University of Cape Town Business School, to get two differing views.

Business News Leaders
Is this a new PGM paradigm?

Business News Leaders

Play Episode Listen Later Mar 18, 2021 26:07


It’s been a blisteringly red hot run for the country’s platinum group metals miners. It’s worth repeating the recent earnings numbers. Amplats reported a record EBITDA of R41.6 billion, Sibanye Stillwater’s EBITDA increased by 230% year-on-year to more than R49 billion, Implats EBITDA rose by 231% to just over R25 billion. Even ROYAL Bafokeng Platinum, which listed on the JSE 10 years ago as the first community company to do so, rewarded shareholders with a maiden R1,5 billion dividend during the 12 months ended December 2020 on the significant growth in its cash flows. Over 12 months, the FTSE/JSE Africa Platinum Mining Index is up an eye-watering 226% as of last night’s close, thanks to surging prices for palladium and rhodium, dug up with platinum and used in vehicle autocatalytic converters. The question now on investors lips is how long can this last? Michael Avery speaks to Rene Hochreiter, Mining Analyst at Noah Capital Markets; and David Holland of Fractal Value Advisors and Adjunct Professor at the University of Cape Town Business School.

BizNews Radio
Top global mining analyst Peter Major on ‘ferocious’ commodities bull run: gold, uranium, iron ore, coal, platinum

BizNews Radio

Play Episode Listen Later Feb 22, 2021 10:44


Should you invest in mining companies? What will change the bull run? Anglo Gold Ashanti has never been this cheap, notes Peter Major, director of mining, at Mergence Corporate Solutions. Stock-picking is called for, he says. Don’t buy the index. He sets out how one piece of legislation could change shortage of supply.

BizNews Radio
Top global mining analyst Peter Major on ‘ferocious’ commodities bull run: gold, uranium, iron ore, coal, platinum

BizNews Radio

Play Episode Listen Later Feb 22, 2021 10:44


Should you invest in mining companies? What will change the bull run? Anglo Gold Ashanti has never been this cheap, notes Peter Major, director of mining, at Mergence Corporate Solutions. Stock-picking is called for, he says. Don’t buy the index. He sets out how one piece of legislation could change shortage of supply.

SF Live
Top Mining Analyst Reveals His Top Gold Picks

SF Live

Play Episode Listen Later Jan 23, 2021 26:39


Ryan Hanley, Mining Analyst at Laurentian Bank Securities joins us for Ep 119 of #SFLive​ to discuss his top gold picks, the market sentiment and being a mining analyst during COVID-19. #NewGold​ #Gold​ MAKE SURE TO SUBSCRIBE TO OUR CHANNEL & HIT THE ALERT BUTTON Also follow us on www.twitter.com/soarfinancial - make sure to follow us & click on the More information at https://www.lb-securities.ca​ ►► Follow Us! ◄◄ Twitter: http://twitter.com/soarfinancial​ Instagram: https://www.instagram.com/soarfinancial/​ Facebook: https://www.facebook.com/soarfinancial/​ Website: http://www.soarfinancial.com​ SF Live is a new format by Soar Financial Partners. The goal is to give short company updates and more importantly get investors engaged directly with the companies. Intro Music: "Summer" by Bensound.com Disclaimer: Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary. Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi​ (short for conflict of interest). Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial's content, each consumer of Soar Financials content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences. Soar Financial may provide content on third-party sites and we disclaim any responsibility for the content of any information posted on such other websites. #mining​ #exploration​ #debt​ #financing​ #investing​ #investment​ #stocks​ #goldprice​ #inflation​ #wealth​ #FED​ #moneyprinting​ #silver​ #gold​ #newgold #argonaut

Business News Leaders
Is this the next Commodity Supercycle?

Business News Leaders

Play Episode Listen Later Jan 13, 2021 27:12


There have been six commodity peaks in the past 227 years, with the most recent peak in June 2008. Michael Avery speaks to Rene Hochreiter, Mining Analyst at Noah Capital Markets; Peter Major, Mining Analyst at Mergence; and Andries Rossouw, PwC's Africa Energy, Utilities and Resources leader, about whether we are entering the next commodity supercycle and what this signals for the local mining industry and broader South African economy?

Know More Risk Better, a CreditSights Podcast
Flexing in Steel: A Conversation with Senior US Metals & Mining Analyst Wen Li

Know More Risk Better, a CreditSights Podcast

Play Episode Listen Later Jun 22, 2020 18:59


CreditSights’ Senior Metals & Mining Analyst, Wen Li, talks to steel company financial flexibility in the context of recent equity and credit issuance and the sector’s commodity exposure.  

The Political Desk
The Political Desk

The Political Desk

Play Episode Listen Later May 28, 2020 8:37


With David Sipunzi, NUM General Secretary and Mamokgethi Molopyane, Mining Analyst. See omnystudio.com/listener for privacy information.

political desk mining analyst
Mining Stock Education
Mining Analyst Daniel Cook Shares Investing Insights

Mining Stock Education

Play Episode Listen Later Apr 3, 2020 30:15


Mining analyst Daniel Cook of BullMarketRun.com shares his approach to mining stock investing. Daniel has a background in finance and has previously worked as a stock broker. He has a passion for investing in mining stocks as you’ll hear in this interview. 0:15 Introduction 3:22 What did you learn from the 2008 market crash? 7:40 Discussing market timing and portfolio allocation 11:08 Discussing investing strategies 13:40 Some mining stocks Daniel likes 21:20 Discussing spin-out companies 23:24 What does BullMarketRun.com offer? Daniel’s website: http://bullmarketrun.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Business News Leaders
Total shutdown of mining sector not feasible - DMR

Business News Leaders

Play Episode Listen Later Mar 27, 2020 7:05


Business Day TV — The Mineral Council’s lobbying has paid off. PGM production will continue during the national lockdown albeit at significantly lower output levels. Business Day TV spoke to Peter Major, Mining Analyst at Mergence Corporate Solutions for his view on what the national lockdown period may mean for various players in the sector.

shutdowns sector mining feasible pgm mining analyst business day tv
Mining Stock Education
Stock Market and Gold Stock Commentary from Mining Analyst Jayant Bhandari

Mining Stock Education

Play Episode Listen Later Mar 17, 2020 16:05


Jayant Bhandari is constantly traveling the world to look for investment opportunities, particularly in the natural resource sector. He advises institutional investors about his finds. He was a Director on the board of Gold Canyon, a publicly-listed Canadian company, until its merger with another entity. Earlier, he worked for six years with US Global Investors (San Antonio, Texas), a boutique natural resource investment firm, and for one year with Casey Research. Before emigrating from India, he started and ran Indian subsidiary operations of two European companies. Jayant runs a yearly philosophy seminar in Vancouver called Capitalism & Morality. 0:15 Introduction 1:17 Jayant’s perspective on the stock market sell-off 2:54 Where are you looking to buy now? 3:37 Value investing in today’s junior mining sector? 4:57 Cut losses and run to cash? 5:44 Learning from the last gold bear market 8:10 Focusing on cash-flowing junior miners? 8:59 Arbitrage opportunities now? 10:04 Base metals outlook? http://jayantbhandari.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

The indepthradio's Podcast
Indepth Investing with Gavin-Fifth Edition

The indepthradio's Podcast

Play Episode Listen Later Mar 4, 2020 30:39


From New York, financial analyst Paul DeSisto, Executive Vice President at M&R Capital discusses the impact of central banks on stock markets. From New York, Chris Mancini, Metals and Mining Analyst at Gabelli Asset Management explains his outlook for gold and gold mining companies. From Hollywood, correspondent Sharrie Williams looks at the streaming wars including the rising role of Apple, how smartphones enter into this and what this means for investors. Gavin Graham analyzes the so-called FAANG stocks and their place in investor portfolios.

Vox Markets Originals
6: Savannah Petroleum, John Meyer

Vox Markets Originals

Play Episode Listen Later Dec 11, 2019 19:57


On the Vox Markets Podcast 11.12.19   Andrew Knott, CEO of Savannah Petroleum #SAVP discusses the release of the CPR on their assets in Nigeria.Savannah Petroleum PLC is an AIM listed oil and gas company with exploration and production assets in Niger and Nigeria. Savannah's flagship assets include the R1/R2 and R3/R4 PSCs, which cover c.50% of the highly prospective Agadem Rift Basin ("ARB") of South East Niger, acquired in 2014/15. The Company is in the process of acquiring interests in the cash flow generative Uquo and Stubb Creek oil and gas fields and an interest in the Accugas midstream business in South East Nigeria from Seven Energy. John Meyer, Mining Analyst at SP Angel covers a few mining stocks and shares his thoughts on Glencore   Plus the Top 5 Most Followed Companies & the Top 5 Most Liked RNS’s on Vox Markets in the last 24 hours.   Vox Markets is revolutionising the way companies engage with shareholders and the stock market at large. By aggregating IR and digital content onto one secure and compliant platform, Vox Markets has established itself as the go-to resource for the investment community.   #VoxMarkets #StockMarket #LivePrices #StockMarketNews #Money #Investing #Investments #Finance #Business #Podcast

HiFi Radio with
HiFi Radio with "The Wolf on Bay Street" Wolfgang Klein - Saturday, October 20th, 2018

HiFi Radio with "The Wolf on Bay Street" Wolfgang Klein

Play Episode Listen Later Oct 19, 2018 44:32


October 20, 2018-Eric Zaunscherb, Metals and Mining Analyst, Canaccord Genuity on precious metals and the demand for minerals to produce batteries for electric vehicles and the costs involved. Alex Rea, Vice President of Homegrown Hydroponics Inc. and co-founder of Phytomedical Cannabis Consulting on how legalization of cannabis is affecting people growing their own cannabis; what kind of savings they can realize and what is involved. Bruce Linton, Chairman and CEO of Canopy Growth on cannabis legalization now that it has happened. Will the illegal market survive now that the product is legal?

P&L With Paul Sweeney and Lisa Abramowicz
Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 26, 2018 31:19


Mike Dudas, Metals and Mining Analyst for Vertical Research, on why gold is going to $1400 and Trump's aluminum tariffs. Brian Reynolds, Asset Class Strategist for Canaccord Genuity, on Wall Street buybacks driving the market. Katherine Chiglinsky, US finance reporter for Bloomberg, on Warren Buffett's annual shareholder letter and outlook for the joint health care venture with Amazon. Mike McDonough, Global Director of Economic Research at Bloomberg Economics, on China abolishing the term limit which would allow Xi Jinping to stay in power.

P&L With Paul Sweeney and Lisa Abramowicz
KeyBanc's Gibbs Advises Broader Caution on Steel Demand (Audio)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Aug 24, 2016 8:45


(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Phil Gibbs, Metals and Mining Analyst with KeyBanc Capital Markets, on Glencore's earnings, and a macro look at the steel sector.

steel caution gibbs metals broader advises glencore keybanc capital markets mining analyst pimm fox kathleen hays
P&L With Paul Sweeney and Lisa Abramowicz
Macquarie's Young on Impact of Split to Alcoa Earnings (Audio)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 11, 2016 8:45


(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Anthony Young, Metals & Mining Analyst for Macquarie, on Alcoa earnings - the unofficial kickoff to earnings season.

young split earnings metals macquarie alcoa mining analyst pimm fox kathleen hays
Update@Noon
Pres. Zuma to announce a decision on which minerals be classified as strategic

Update@Noon

Play Episode Listen Later Feb 11, 2015 4:19


Minister of Mineral Resources, Ngoako Ramatlhodi has confirmed that tomorrow (Thursday), President Jacob Zuma will announce a decision on which minerals should be classified as strategic. Last year, the Minister indicated that government was considering categorising certain minerals such as coal and iron ore as strategic. Declaring minerals strategic would curtail exports for mining companies and force them to sell the minerals to local companies at prices set by the government. Mining Analyst from Cadiz Corporate Solutions, Peter Major spoke to Sakina Kamwendo