Podcast appearances and mentions of peter major

  • 27PODCASTS
  • 170EPISODES
  • 26mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Feb 20, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about peter major

Latest podcast episodes about peter major

BizNews Radio
BN Daybreak Fri 20 Feb: Global Tensions, F1 Roadblocks, and 'Unholy Pact' Revealed

BizNews Radio

Play Episode Listen Later Feb 20, 2026 22:25


In today's edition of BizNews Daybreak, Alec Hogg unpacks a whirlwind of global and local developments, from escalating geopolitical tensions to startling political revelations. Here are the key takeaways from the broadcast: Market Movements: Sasol shares surged 11% to R142. Meanwhile, profit-taking led to declines for companies such as Telkom, Sibanye, and MTN. On the global stage, Amazon officially dethroned Walmart as the world's largest company by revenue. Geopolitics & Global News: US military forces are stationed in the Middle East as President Trump weighs a limited military strike on Iran. In the UK, the one-time royal formerly known as Prince Andrew was arrested in connection with his relationship with Jeffrey Epstein. F1 in South Africa: Former FIA Senate member Anton Roux warns that strained political relationships with Washington, not the Kyalami track itself, are blocking Formula 1's return to South Africa. He also cautioned that Rwanda is actively competing to host the Grand Prix. Wall Street Culture: A lawsuit by 21-year-old former Centerview banker Catherine Shiber, who was fired after presenting a medical note requesting 8-9 hours of sleep per night, is sparking a major debate over investment banking's gruelling 100-hour work weeks. Apartheid-Era Justice: Retired Judge Chris Nicholson dropped a bombshell regarding the reopened inquest into the 1985 Cradock Four murders. He claims an "unholy pact" was formed between the senior leadership of the ANC and the old National Party to protect apartheid-era criminals from prosecution. Mining Tribute: The episode features tributes by Peter Major to Clem Sunter and the late Jan Nelson, the visionary creator of the top-performing gold company Pan African.

BizNews Radio
BN Briefing: China's humanoid robots; Major on miners; solar tax incentives; and Gold Fields leads SENS

BizNews Radio

Play Episode Listen Later Feb 19, 2026 14:18


Tonight's BizNews Briefing tracks a busy market day across mining, money and technology: Peter Major names his preferred gold counters while warning copper could still be a crowded trade; Gold Fields leads a bumper SENS round-up with a $1.7bn shareholder return; Mitchell Fieldgate explains how Section 12B solar deductions work; and Bloomberg reports on humanoid robots going viral at China's Spring Festival Gala.

BizNews Radio
Miningweb Weekly: Peter Major — Gold's new kings, Copper mania and why SA is losing to Zambia

BizNews Radio

Play Episode Listen Later Feb 19, 2026 29:04


Two mining giants pass. Gold stocks surge. Copper becomes the new AI trade. Peter Major unpacks Pan-African's breakout, Jubilee's Zambian bet, Kumba's iron ore warning - and why Zambia and the DRC are pulling ahead while South Africa stalls.

The Aubrey Masango Show
Current Affairs: Illegal Mining Near the Gugulethu Informal Settlement in Springs

The Aubrey Masango Show

Play Episode Listen Later Feb 16, 2026 19:41 Transcription Available


Aubrey Masango speaks to Peter Major, Mining Analyst and director of mining at Modern Corporate Solutions about the recent illegal mining activities in Springs and explores possible solutions to tackle this issue in the mining industry. Tags: 702, Aubrey Masango show, Aubrey Masango, Bra Aubrey, Peter Major, Mining Industry, Gugulethu informal settlement, Spring, Gold rush, Fools gold, Illegal mining, Department of Mineral and Petroleum Resources The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

BizNews Radio
Director's Cut: Peter Major - Mining boom, policy bust and SA's missed moment

BizNews Radio

Play Episode Listen Later Feb 12, 2026 33:43


As the world's mining heavyweights packed Cape Town for the biggest Indaba yet, veteran mining analyst Peter Major delivered a blunt verdict: metal prices are booming, Africa is surging, but South Africa is still shackled by policy paralysis. In this Director's Cut with Alec Hogg, Major unpacks the upbeat global mood, why Congo is racing ahead, and the two reforms that could unlock billions for SA overnight.

BizNews Radio
BN Briefing: Roedean row; Major from the Mining Indaba; Gauteng water politics; Siemens CEO

BizNews Radio

Play Episode Listen Later Feb 12, 2026 14:48


Tonight's Briefing moves from David Shapiro's reaction to the Roedean–King David controversy to Peter Major's Mining Indaba view on South Africa's reform delays. Wayne Sussman then unpacks the political risk around Gauteng's water crisis, before Siemens CEO Roland Busch tells Bloomberg that US data-centre demand remains strong.

BizNews Radio
BN Briefing: FMD — mismanagement or malice?; SA gun laws; social media on trial; Major on AfriMat

BizNews Radio

Play Episode Listen Later Feb 11, 2026 11:19


In tonight's BizNews Briefing, Dr Theo de Jager assesses South Africa's foot-and-mouth response, while Bloomberg covers a US jury trial over claims social platforms were designed to addict teens. Jonathan Deal then outlines firearms bill concerns, and Peter Major closes with a Wealth Building view on AfriMat.

BizNews Radio
BN Briefing: FlySafair deal; Macpherson's infrastructure plan; Alphabet bond sale; Jubilee Metals

BizNews Radio

Play Episode Listen Later Feb 10, 2026 15:08


In today's BizNews Briefing, Harith's proposed acquisition of FlySafair enters a key regulatory phase, while Dean Macpherson outlines a 2026 plan to unlock value from a R148 billion Public Works property portfolio. Bloomberg tracks Alphabet's planned $15 billion bond raise amid AI capex pressure, and Peter Major explains why Jubilee Metals remains a stock to watch.

BizNews Radio
BN Briefing: ANC-Iran backlash, SA security scrutiny, pressure on Starmer, and Orion's upside

BizNews Radio

Play Episode Listen Later Feb 9, 2026 17:35


Tonight on the BizNews Briefing: Col Chris Wyatt on ANC-Iran relations, Prof Theo Venter on alleged political-policing overlap, Bloomberg's take on Keir Starmer's leadership strain, and Peter Major's Wealth Building view on Orion Minerals after added recognition from BHP.

BizNews Radio
BN Briefing: Metals shock, Trump-Xi thaw, SA emigration squeeze and Cathie Wood's 2026 picks

BizNews Radio

Play Episode Listen Later Feb 5, 2026 14:30


Tonight's BizNews Briefing unpacks the gold and silver whipsaw, with Peter Major pointing to Chinese margin rule changes as the core trigger. It then tracks signs of US-China stabilisation, examines South Africa's tax and exchange-control headaches for emigrants, and closes with Cathie Wood's latest read on where global investment flows are heading in 2026.

BizNews Radio
MiningWeb Weekly: Peter Major unpacks the metals shock – and where smart money goes next

BizNews Radio

Play Episode Listen Later Feb 4, 2026 33:51


A wild week in global metals markets has rattled traders and investors alike. Veteran mining analyst Peter Major explains what really triggered the gold, silver and copper swings, why panic selling creates opportunity, and which South African mining stocks still offer real value.

BizNews Radio
Miningweb Weekly: Gold at $5,000 – Major on the boom, the missed moment and SA's mining blind spot

BizNews Radio

Play Episode Listen Later Jan 28, 2026 31:39


Gold has smashed through $5,000, ETFs are fuelling momentum, and global capital is hunting for supply. Veteran mining analyst Peter Major explains why this rally feels different, why junior miners are lagging, and how South Africa is once again squandering a historic opportunity. A wide-ranging conversation with Alec Hogg on policy paralysis, mining capitalism and what could still turn the tide.

BizNews Radio
BN Briefing: Trump disrupts Davos; Ginsberg on SA's USA problem; Major flags a gold bubble; Heystek's tax-trap alert

BizNews Radio

Play Episode Listen Later Jan 22, 2026 16:37


In this BizNews Briefing, Donald Trump's Davos appearance wrong-footed allies with fresh talk on Greenland and NATO burden-sharing. SA-born US-based asset manager Anthony Ginsberg unpacks Washington's “America-first” mindset — and what it means for South Africa's trade and diplomacy. Mining veteran Peter Major weighs in on record gold prices and whether we're drifting into bubble territory. And to close, independent financial advisor Magnus Heystek warns viewers about the hidden downsides of retirement annuities — including loss of control and a potential long-term tax trap.

BizNews Radio
BN Daybreak Thurs 22 Jan: Trump's "Golden Dome" & Greenland dreams; Police capture "can of worms"; plus Peter Major

BizNews Radio

Play Episode Listen Later Jan 22, 2026 19:04


Trump Takes Over Davos: In a wide-ranging address at the World Economic Forum, US President Donald Trump dominated the agenda. He doubled down on his interest in purchasing Greenland, although not using force to acquire it, cheered the markets (proposing a "Golden Dome" missile shield for it), attacked the "green scam," and touted US economic growth as the solution to the country's $36 trillion debt. Police Capture & The "Can of Worms": Following yesterday's parliamentary drama, Juanita du Preez of Action Society discusses the Madlanga Commission. She weighs in on whether these new revelations of police corruption are just a "circus" or if they will finally deter the syndicates embedded within law enforcement. Long-neglected mining sector is carrying the JSE (and the Rand): Veteran analyst Peter Major reveals that the mining sector now accounts for a massive 38% of the JSE All Share Index—a multi-decade high. He argues the sector is single-handedly pulling the SA economy forward and generating record tax revenues, despite government inefficiency. Market Movers: Teledyne Technologies surged 10% overnight after beating Q4 earnings estimates, driven by strong defence and aerospace sales. Orion Minerals jumped another 10% (now 33 cents/share), with Peter Major noting that, despite copper price volatility, the counter offers significant value. The Rand: Strengthening to R16.27/$, reflecting a 12% gain over the last year.

BizNews Radio
Miningweb Weekly: Gold at blow-off levels, Trump's muscle politics and why SA is missing the moment

BizNews Radio

Play Episode Listen Later Jan 20, 2026 36:13


Gold is surging past historic extremes, silver is back in the conversation, and Donald Trump is reshaping global power plays. Peter Major unpacks what the boom really means for investors, why South Africa risks squandering a once-in-a-generation mining windfall, and where real value may still be hiding.

BizNews Radio
BN Daybreak Thurs 15 Jan: Abedian on SA Silence about “21st Century Nazis”; Mining Indaba's back story; Sasol Surges

BizNews Radio

Play Episode Listen Later Jan 15, 2026 17:31


In this morning's briefing, Alec Hogg unpacks a volatile geopolitical landscape where conflicting reports emerge from Iran—Donald Trump claims de-escalation while internal memos suggest mass casualties. We speak to Iranian-born and bred entrepreneur and former UCT Economics Prof Iraj Abedian, who delivers a scathing critique of the South African government's silence on human rights abuses in Iran. On the markets, the South African Rand resilience continues, strengthening to R16.42 against the Dollar. Sasol enjoys a great few days, up 17% for the week, while cracks in the MTN share price surge take a hit on Iran exposure fears. Finally, mining expert Peter Major explains why the US government might bring an "open chequebook" to the upcoming Mining Indaba in Cape Town as the race for critical minerals heats up. Key Topics & Highlights: Market Snapshot: The Rand holds recent gains at R16.42/$; Gold dips slightly while Bitcoin holds firm at $95,750. Stock Movers: Sasol climbs another 5.5% (best performer among large caps); MTN falls 70% over the last year (down 2.3% yesterday) due to Iran exposure; US banking stocks (Wells Fargo, Citi) slide on earnings. The Iran Crisis: Conflicting narratives between the White House and reports on the ground. Dr. Iraj Abedian Interview: A powerful discussion on why the SA government is maintaining relations with a regime Abedian describes as the "Nazis of the 21st Century," and whether this violates South Africa's own constitutional mandate. US Politics: Trump's latest comments on Greenland and Fed Chair Jerome Powell. Mining Indaba Preview: Peter Major discusses the "US vs China" battle for critical minerals and the unique opportunity for South Africa to secure Western investment.

BizNews Radio
Miningweb Weekly: Mining's surge, gold's pause and the stocks investors are chasing now

BizNews Radio

Play Episode Listen Later Jan 14, 2026 32:47


From copper overtaking gold to PGMs roaring back, Peter Major unpacks the forces driving mining's global outperformance. Plus, why US money is hunting critical minerals, what investors should avoid, and why South Africa risks missing a once-in-a-generation opportunity.

BizNews Radio
BN Briefing: Leaked Iran death toll, US-SA relations, and Equities vs Gold

BizNews Radio

Play Episode Listen Later Jan 14, 2026 13:28


In this BizNews Briefing, Dr. Iraj Abedian reveals leaked reports of 12,000 deaths in Iran, questioning the South African government's silence. The Hudson Institute's Josh Meservey analyses Pretoria's alignment with American adversaries. Plus, David Shapiro discusses the "survival mode" of South African business, and Peter Major explains why equities historically outperform gold.

BizNews Radio
BN Briefing: FMD hits SA farms, US Tariffs on Iran trade partners, and the Gold bubble scare

BizNews Radio

Play Episode Listen Later Jan 13, 2026 14:59


In tonights BizNews Briefing, consultant farmer Emma Niland details the "catastrophic" Foot and Mouth Disease outbreak ravaging South African livestock, comparing the devastation to a war zone and criticizing the government's restricted vaccine response. Former US Ambassador William Roebuck weighs in on President Trump's 25% tariff squeeze on Iran and the regime's violent suppression of protests. Veteran stockbroker David Shapiro laments the disappearance of South Africa's courageous business "titans," arguing that current managers are competent but too risk-averse. Finally, mining expert Peter Major warns that gold's current valuation relative to the money market mirrors its 1980 peak, suggesting the metal may be in risky territory.

BizNews Radio
BN Daybreak Thurs 8 Jan: Trump's Tanker Seizures, Novus “Lying” Scandal & Orion's 36% Surge

BizNews Radio

Play Episode Listen Later Jan 8, 2026 17:05


In today's episode of BizNews Daybreak, Alec Hogg covers a dramatic morning for global and local markets. The Trump administration ramps up pressure on Venezuela with oil tanker seizures, while we hear of escalating repression of the population by Maduro's underlings. Locally, the JSE sees action as HCI sells its 65% stake in Hermanus's biggest shopping mall for R600m and the ASP Isotopes-Renergen deal officially closes. Plus, regulators slam Novus for "conscious lying" in the Mustek takeover, with its chairman deeply implicated. Plus, mining guru Peter Major explains why portfolio favourite Orion Minerals has surged 36% this week.

BizNews Radio
Miningweb weekly: The case against the gold price (and why Orion surge is justified)

BizNews Radio

Play Episode Listen Later Jan 7, 2026 33:39


In the year's first episode of our weekly engagement, Peter Major explains how, unlike oil or copper, which are driven by physical industrial use, the current gold price is being driven almost entirely by investors hoarding it. He refers to long-term gold price graphs to explain why those buying gold today are taking a huge risk of making substantial losses. There's also a cameo on why the surge in Orion shares (which is in the BizNews Ricardo portfolio) is justified.

BizNews Radio
Best of 2025: Miningweb Weekly with Peter Major

BizNews Radio

Play Episode Listen Later Dec 22, 2025 18:13


Relive the highlights from Miningweb Weekly with mining guru Peter Major, including insightful discussions on South Africa's mining decline, exploration challenges, and the critical role of capital allocation.

BizNews Radio
BizNews Briefing: Mr Price plunge, Eskom–smelter clash, gold bubble fears, Allan Gray ETF shake-up

BizNews Radio

Play Episode Listen Later Dec 11, 2025 13:45


Retail giant Mr Price tanks 13% after its surprise Germany deal. Eskom's showdown with Glencore, Merafe and smelters raises fresh questions despite government cheerleading. The Bank for International Settlements warns gold may be entering bubble territory, and Allan Gray shakes up the market with new global ETFs on the JSE. Alec Hogg unpacks it all with Piet Viljoen and Peter Major, including why markets don't buy the hype.

BizNews Radio
MiningWeb Weekly: Eskom's “last-chance deal” for SA smelters - Peter Major on what comes next

BizNews Radio

Play Episode Listen Later Dec 11, 2025 23:13


Eskom has given ferrochrome smelters a three-month stay of execution, but Peter Major warns that the real battle is only beginning. In this explosive MiningWeb Weekly, Major breaks down why SA industry is collapsing under electricity costs, what China is doing right, and why government must choose competitiveness over ideology if it wants mining, PGMs and beneficiation to survive. He also sounds a serious alarm on the gold price bubble — and explains why platinum still makes more long-term sense for investors.

BizNews Radio
Miningweb Weekly: Peter Major on Glencore's big bets, copper hype and gold's reality check

BizNews Radio

Play Episode Listen Later Dec 8, 2025 32:44


Veteran mining analyst Peter Major joins Alec Hogg to unpack Glencore's aggressive JV spree, why copper may be running ahead of fundamentals, what's driving asset sales at Robex, Tungela and Aveng, and why he's sticking with gold ETFs but staying cautious on mining shares at current prices.

BizNews Radio
BN Briefing: Nedbank's R600m state capture settlement, Platinum surge & G20 momentum for SA

BizNews Radio

Play Episode Listen Later Nov 27, 2025 13:24


Tonight's BizNews Briefing unpacks Nedbank's R600 million settlement with Transnet over a controversial state capture-era deal, with financial guru Kokkie Kooyman weighing in on lessons learned. Mining analyst Peter Major explains why platinum's 60% surge since May may be sustainable - a crucial boost for SA's largest foreign exchange earner. Plus, Barclays SA CEO Amol Prabhu shares why the G20 outcome signals rising investor confidence and renewed economic optimism for South Africa.

BizNews Radio
Miningweb Weekly: Peter Major - Anglo's SA exit rumours, PGM boom & Gold mania

BizNews Radio

Play Episode Listen Later Nov 26, 2025 24:18


Mining analyst Peter Major unpacks Anglo's outlook, the PGM surge, Zimbabwe's “juicy” gold payback, and how Transnet still holds the industry hostage.

BizNews Radio
Miningweb Weekly: Peter Major - "SA holds the minerals the world is fighting for"

BizNews Radio

Play Episode Listen Later Nov 20, 2025 32:53


Global powers are scrambling for critical minerals, and their first stop is South Africa. Mining expert Peter Major tells Alec Hogg why SA could become the world's one-stop minerals shop - if government learns to play its cards right, cut the red tape, and “sell to anyone at the best price possible.”

BizNews Radio
Miningweb Weekly: Peter Major – China's $15bn iron gamble and SA's 3% inflation shock

BizNews Radio

Play Episode Listen Later Nov 13, 2025 34:27


From hopes of turning South Africa into “Africa's Switzerland” to fears over China's mega mine in Guinea, mining veteran Peter Major joins Alec Hogg for a fiery Miningweb Weekly. They unpack how the Reserve Bank's bold 3% inflation target could reshape mining, why Eskom and Transnet remain the industry's biggest shackles, and how China's iron ore play may threaten Kumba and South Africa's competitiveness. Major doesn't hold back — calling out bad policy, corruption, and missed opportunities holding the sector hostage.

BizNews Radio
Miningweb Weekly: Peter Major - “Gold's peaked, but South Africa's next big bet is rare earths”

BizNews Radio

Play Episode Listen Later Nov 5, 2025 41:10


In this week's Miningweb Weekly, veteran analyst Peter Major joins Alec Hogg to unpack the latest in the global commodities rollercoaster. From gold and Bitcoin's cooling rally to South Africa's rare earth jackpot at Steenkampskraal, Major explains why investors should brace for a three-year plateau in precious metals - and why America's growing interest in rare earths could rewrite South Africa's mining future. A sharp, grounded look at where the smart money's heading next.

BizNews Radio
BN Briefing: Zille vs Mashaba heats up Joburg race; ANC's chrome tax slammed; Renergen updates

BizNews Radio

Play Episode Listen Later Oct 29, 2025 13:08


In today's BizNews Briefing, Alec Hogg unpacks the fiery showdown between Helen Zille and Herman Mashaba as the battle for Johannesburg's mayorship kicks into gear a year ahead of the elections. The war of words between the DA and ActionSA leaders signals an intense contest ahead. Also in the spotlight, mining expert Peter Major tears into the ANC's proposed 25% Chrome export tax - calling it one of the government's “worst ideas yet.” Plus, updates on Glencore and Renergen.

BizNews Radio
Miningweb weekly with Peter Major - Antimony boom, chrome tax and corporate controversy

BizNews Radio

Play Episode Listen Later Oct 28, 2025 45:21


In this conversation, Alec Hogg and Peter Major discuss the current state of the mining industry, focusing on gold prices, long-term investments, and the risks associated with mining ventures. They explore the importance of timing in mining decisions, the impact of government policies, and the strategic significance of minerals like antimony. The discussion also covers the proposed chrome tax and its implications for the industry, the challenges of exploration in South Africa, and the contrasting roles of small miners versus large corporations. The conversation concludes with a look at the controversy surrounding Zunaid Moti and Mike Miller, highlighting the complexities of corporate governance in the mining sector

The Best of the Money Show
Tension rises in platinum market as short squeeze takes hold  

The Best of the Money Show

Play Episode Listen Later Oct 23, 2025 4:58 Transcription Available


Stephen Grootes speaks to Peter Major, director of mining at Modern Corporate Solutions, about the unfolding drama in the platinum market amid short-squeeze pressures. Platinum prices spiked sharply in London, soaring as much as 6.4% to $1,646.03 an ounce on Wednesday, marking the metal’s biggest intraday surge since 2020. The sudden rally caught many traders off guard, as speculative short positions were rapidly unwound, adding fuel to the price jump. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

BizNews Radio
Miningweb Weekly: Gold crashes, China tightens its grip, and South Africa sleeps through the boom

BizNews Radio

Play Episode Listen Later Oct 22, 2025 38:34


As gold prices tumble and China cements its rare-earth dominance, veteran mining analyst Peter Major joins Alec Hogg to cut through the noise. In this hard-hitting episode, Major explains why gold's fall could spark opportunity, how America and China's minerals war is reshaping the world, and why South Africa's leaders still don't get it. From Orion's quiet copper comeback to Kinetiko's gas promise, Miningweb Weekly dives into the deals, the drama, and the danger of being left behind.

BizNews Radio
Miningweb Weekly: Trump's mining boom, SA's missed chances, and China's rare earth power play

BizNews Radio

Play Episode Listen Later Oct 15, 2025 45:37


From Joburg to Washington, mining is being reshaped by politics and power. Peter Major joins Alec Hogg to unpack how Donald Trump's “drill, baby, drill” revival is fuelling a new U.S. mining boom while South Africa keeps digging itself into decline. They dissect Gwede Mantashe's missed opportunity at the Joburg Indaba, the syndicates gaming the JSE, and why China's dominance of rare earths could rewrite the global balance of power.

BizNews Radio
BN Briefing: Froneman fears SA's crime crisis; 36ONE tears up BEE playbook; Gold targets $4k

BizNews Radio

Play Episode Listen Later Oct 7, 2025 27:39


In today's BizNews Briefing: Ex-Sibanye CEO Neal Froneman shares his grave concerns about South Africa's crime wave, while the Patriotic Alliance forces President Ramaphosa's hand in a GNU power play. Discover how money manager 36ONE is tearing up the BEE enrichment playbook with a radical deal for education. Plus, as gold screams towards $4,000 an ounce, Peter Major and Bloomberg weigh in on whether the rally can last.

BizNews Radio
Miningweb Weekly: Mali Junta behind Bristow's fall? Rewards (and risks) of Orion Minerals - and more

BizNews Radio

Play Episode Listen Later Oct 1, 2025 41:08


Fresh from the US, mining veteran Peter Major joins Alec Hogg to unpack the week's biggest stories. Was Mark Bristow pushed out of Barrick by pressure from Mali's military junta? Are Orion Minerals' copper and zinc riches worth the political risk? And what do gold at $4,000, a new Chinese giant, and South Africa's battered mining policies mean for investors? Major doesn't hold back on the risks - or the opportunities.

BizNews Radio
Miningweb Weekly: De Beers in play, Angola's surprise bid, Glencore exits Congo, and silver's comeback

BizNews Radio

Play Episode Listen Later Sep 25, 2025 36:09


From the wilds of Idaho, mining analyst Peter Major joins Alec Hogg to unpack the week's big mining stories. With Botswana and Angola eyeing stakes in De Beers, Anglo American suddenly has options it never expected. Glencore is pulling back from the Congo as cobalt prices tumble, while silver edges back into the spotlight — even if South Africa has little of it to mine. Plus, Peter explains why Orion and Core Potash could be the quiet winners for patient investors.

BizNews Radio
Miningweb Weekly: Gold goes ballistic, China's mining surge, and SA's missed opportunities

BizNews Radio

Play Episode Listen Later Sep 18, 2025 44:13


Fresh from China, veteran mining analyst Peter Major joins Alec Hogg to unpack what he saw on the ground - from jaw-dropping infrastructure to a mining industry firing on all cylinders. He warns that while gold rockets to record highs, South Africa's own mining sector is shackled by policy failure and a broken cadastral system. Plus, we look at Anglo's global battles, Orion's Glencore breakthrough, and why smart investors should keep an eye on copper.

BizNews Radio
Miningweb Weekly: Inside Anglo-Teck's $50bn copper bet; Pan African's rise; and SA's rail crisis

BizNews Radio

Play Episode Listen Later Sep 9, 2025 41:47


Mining guru Peter Major unpacks Anglo American's surprise merger with Teck, the copper-driven strategy behind it, and what it means for South Africa's mining future — from Pan African's growth to Transnet's failures.

BizNews Radio
Miningweb Weekly: Major runs riot on week's action from Gold, Bots and Copper to Impala

BizNews Radio

Play Episode Listen Later Sep 3, 2025 45:45


In this episode of MiningWeb Weekly, Peter Major offers sharp insights into global mining trends, the US gold resurgence, and challenges in Mali. He unpacks South Africa's deteriorating mining environment, government overreach, and missed opportunities. With commentary on Sibanye's gains, Goldfields' strategy, and Zimbabwe's stagnation, Major paints a candid picture of the mining sector's shifting global landscape.

BizNews Radio
BN Briefing: SA wins in buy:R7.2bn, sell:R1 deal; Tshwane smoking gun; Public in gold, bitcoin hedge

BizNews Radio

Play Episode Listen Later Aug 28, 2025 29:31


In Today's BizNews Briefing, South Africa's “Boere Buffett” Jannie Mouton leaves a R7bn legacy by turning Curro into a non-profit. Tshwane's corruption scandals deepen as Cilliers Brink speaks out, while Denel's mismanagement haunts taxpayers. Peter Major unpacks gold's explosive run, the FT highlights Bitcoin's role in collapsing Venezuela, and corporate results from Rainbow Chicken, Impala Platinum and Harmony Gold. We wrap up with All Black banter ahead of the Springbok clash.

BizNews Radio
Miningweb weekly with Peter Major featuring gold's rocket fuel, Trump's critical minerals and more

BizNews Radio

Play Episode Listen Later Aug 27, 2025 44:55


In this episode of Miningweb Weekly, Peter Major discusses the resurgence of global mining, the impact of critical minerals, and South Africa's complex investment climate. From Rio Tinto's exit plans to potash's new strategic status, Major offers sharp insights into the forces shaping the sector - and why now might be a pivotal moment for mining worldwide.

BizNews Radio
BN Briefing: Black Billionaire Empowerment, Cape Independence gains US interest, Mining strangled

BizNews Radio

Play Episode Listen Later Aug 21, 2025 29:36


In today's BizNews Briefing, South Africa's BEE debate intensifies as Dawie Roodt warns of “black billionaire empowerment,” while Cape independence draws fresh attention from Washington. Mining expert Peter Major likens ANC exploration policy to a “tourniquet” choking the sector's lifeblood, and columnist William Saunderson-Meyer cautions that the nation is in a “very dangerous place.” Plus, Bloomberg exposes gaming of the US work visa system, Spur and Exxaro release results, and Atterbury battles boardroom upheaval - all wrapped up with a light-hearted viral clip of a singing dog.

BizNews Radio
Miningweb Weekly: Peter Major on Anglo American; DRD; SA exploration, rare earths and bad governance

BizNews Radio

Play Episode Listen Later Aug 20, 2025 45:47


In the debut episode of Miningweb.com's flagship show featuring inimitable Peter Major, the conversation covers topical developments of interest to investors. This week's menu kicks off with Anglo American's results and an aborted coal sale to Peabody and accelerates. Major spoke to BizNews editor Alec Hogg.

The Best of the Money Show
Sibanye-Stillwater seals R1.45 billion deal

The Best of the Money Show

Play Episode Listen Later Jul 21, 2025 3:06 Transcription Available


Stephen Grootes speaks to Peter Major, director of mining at Modern Corporate Solutions about Sibanye-Stillwater’s R1.45 billion deal to buy US-based Metallix. The move aims to boost its US recycling operations by adding a long-established precious metals recycler to its portfolio. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Best of the Money Show
South African miner bags Australian rival for R45 billion

The Best of the Money Show

Play Episode Listen Later May 5, 2025 6:02


Stephen Grootes speaks to mining expert Peter Major about Gold Fields’ A$3.7 billion acquisition of Gold Road Resources, offering shareholders A$2.52 per share plus a variable cash component, amid rising gold prices and sector consolidation. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

BizNews Radio
BNC#7: Peter Major - Macro maestro on gold price trends; mining industry evolution; and US earnings risks

BizNews Radio

Play Episode Listen Later Mar 28, 2025 62:33


Peter Major, Director of Mining at Modern Corporate Solutions, captivated the audience at the seventh BizNews Conference (BNC#7) with a whirlwind tale of his career sparked by Chris Barnard's 1967 heart transplant and ignited by South Africa's gold rush. From navigating inflation and gold price slumps to outsmarting market cycles at Harmony Goldmine and Alan Gray, Major shared an insider's view of the mining industry's highs and lows. With wit and wisdom, he dissected global fund flows, championed South Africa's undervalued market, and warned of the US's risky earnings bubble—proving why he's a macro maestro in a volatile world. In a lively Q&A with Bronwyn Nielsen following his keynote at the seventh BizNews Conference (BNC#7), Peter Major tackled gold's soaring prices, his shorting misadventures, and savvy diversification into a British Columbia logging camp, Canyon Silver, and Idaho's Lone Pine Gold mine. With candid insights, he weighed South Africa's undervalued market against the S&P 500, dissected mining stock risks from Mali to Merafi, and mused on political wildcards like Trump and Xi. Major's top-down wisdom and humor shone as he navigated audience questions on everything from copper bids to platinum prospects.

The Money Show
The Money Show: Mining Sector in Crisis: Implications of the Tetra4-SSPP Dispute

The Money Show

Play Episode Listen Later Dec 10, 2024 82:09


Stephen Grootes speaks to mining expert Peter Major about the escalating dispute between Tetra4 and Springbok Solar Power Plant, highlighting concerns over mineral rights in South Africa. In other interviews on the Money Show, A tale of two economies is unpacked with Dr Francois Stofberg, financial well-being economist at the Efficient Group looking at China's economic slowdown, Japan's recovery, and global market implications. See omnystudio.com/listener for privacy information.

The Money Show
BHP back in SA ahead of possible renewed bid for Anglo

The Money Show

Play Episode Listen Later Oct 17, 2024 77:43


Stephen Grootes speaks to  Peter Major ,Mining expert &  director of mining at Modern Corporate Solutions about a possible round 2 attempt of BHP trying to acquire mining giant, Anglo America.  See omnystudio.com/listener for privacy information.

mining renewed anglo bhp anglo america peter major