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Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
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Nick Kunze from Sanlam Private Wealth on Northam Platinum delivering decent results, even as PGM prices remained under pressure, while gold closed out the month firmly with a bullish move higher. KAP CEO Gary Chaplin reflects on a tough set of results, but highlights that the group's new production facilities are already operating ahead of schedule. Kwanele Ngogela from Just Share unpacks which Top 40 companies rank best – and worst – in terms of low-level pay.
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
In this episode of The Midweek Takeaway, Kevin Hornsby and Charlies Archer are joined by Leon Coetzer, CEO of Jubilee Metals as we break down Jubilee Metals' transformational strategy — the $90 million sale of its South African chrome and PGM operations, and how those proceeds are being redeployed into Zambia's copper opportunity. With structural challenges in South Africa and a compelling three-pillar copper growth plan in Zambia, Jubilee is reshaping itself into a future-focused copper producer. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.
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Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Chantal Marx of FNB Wealth and Investments discusses the day's market developments, trade negotiations extended, US inflation, the rand doing its part, Jubilee Metals' sale of its PGM division, ADvTech's latest update, news from Sasol, and South Africa's position in the commodities sector. SAfm Market Update - Podcasts and live stream
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In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Leon Coetzer, CEO of Jubilee Metals, to discuss major developments in the Company's copper strategy in Zambia and the proposed sale of its South African Chrome and PGM operations. Leon outlines the integrated mine-to-metals platform, strong H2 performance at the Roan concentrator, and expansion plans at Munkoyo and Project G. He also shares insights on the Large Waste Tailings project and Jubilee's non-dilutive growth strategy as it builds a scalable copper production portfolio. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.
Jeff Phillips, President of Global Market Development, and an activist investor in the junior resource space, joins me for a behind-the-scenes look at how he evaluates opportunities in mining stocks and the types of management teams and share structure that he likes to see to participate in their financings. In this conversation we cover a lot of ground from gold, silver, and copper explorers and prospect generators, to reviewing past wins and current cycles with rare earths, lithium, and PGM companies. Jeff states that we have left the “lazy river” stages of the resource sector and have been entering into the more exciting ride of a larger commodities bull market. Jeff has been involved in the natural resource space for the last three decades, and is a large strategic shareholder of over a dozen junior companies, and still a significant shareholder in a number of other mining stocks. Jeff also serves as a technical consultant and advisor to several companies in the junior resource space, working on improving their messaging to the marketplace, roster of investors, and liquidity. Even though he doesn't do many public-facing interviews or write in widely followed publications, Jeff is one of the most influential and well-respected people in the business. You'll often see him hard at work at mining conferences, doing his due diligence and connecting people to one another. The companies we discuss in this interview are: Regulus Resources (TSX-V: REG) (OTCQX: RGLSF), Aldebaran Resources (TSX-V: ALDE) (OTCQX: ADBRF), Patriot Battery Metals (TSX: PMET) (OTCQX: PMETF), Bravo Mining (TSXV: BRVO) (OTCQX: BRVMF), GreenLight Metals (TSXV: GRL) (OTC: GRLMF), Kincora Copper (ASX: KCC) (TSXV: KCC), Almadex Minerals (TSX-V: DEX) (OTC: AAMMF), Headwater Gold (CSE: HWG) (OTCQB: HWAUF), and Kingsmen Resources (TSXV: KNG) (OTCQB: KNGRF).
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Please Support “Unshackled” at PGM.org
Kieran Witthuhn from Anchor on Valterra Platinum's tough run – floods, weak metal prices, demerger drag – can the PGM rally turn the tide? Rob Downes from Absa CIB on the Genius Act – what's next for stablecoins in Africa's cross-border trade? Jacques Conradie, CEO of Peregrine, reflects on H1 and sets the tone for the rest of the year.
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org
Please Support “Unshackled” at PGM.org