Podcasts about sibanye stillwater

Interview with Michael Rowley, President & CEO of Stillwater Critical MineralsOur previous interview: https://www.cruxinvestor.com/posts/group-ten-metals-pge-pges-nickel-and-copper-time-to-reward-patient-investors-343Recording date: 5th June 2025Stillwater Critical Minerals has positioned itself as a leading domestic critical minerals investment opportunity, combining substantial polymetallic resources with strategic institutional backing and favorable policy tailwinds. The company's recent transformation from Group 10 Metals reflects management's conviction in their Montana asset, which sits within America's most established platinum group element mining district.The investment proposition centers on a significant resource base containing 1.6 billion pounds of nickel, copper, and cobalt alongside 3.8 million ounces of platinum group elements and gold. This polymetallic endowment addresses multiple critical mineral supply chains simultaneously, providing natural commodity diversification and reducing single-metal price risk. The resource represents a potential 10-20 year mine life operation with bulk tonnage scenarios exceeding $50 per ton gross value.Glencore's strategic 15.4% investment provides crucial institutional validation and operational expertise. The global commodity giant has made two separate investments and secured board representation, indicating serious commercial interest beyond passive investment. This partnership brings established market access, technical knowledge, and potential development capital to advance the project through feasibility studies.The project's location within Montana's Stillwater Complex offers significant operational advantages. Positioned within 500 meters of Sibanye-Stillwater's active East Boulder mine, the company can potentially leverage existing infrastructure, processing facilities, and skilled workforce. This proximity reduces development capital requirements and project execution risk compared to greenfield opportunities in remote locations.Management has assembled proven technical expertise through recruitment from Ivanhoe Mines, bringing direct experience developing complex polymetallic deposits. The team's geological model applies successful Bushveld Complex strategies to similar rock formations, reducing exploration risk and accelerating resource definition. Their reinterpretation of 40,000 meters of historical and recent drilling data has identified previously unrecognized economic potential within the lower Stillwater Complex.Federal policy alignment creates exceptional development opportunities. The project directly addresses U.S. critical mineral security objectives, with potential access to Defense Production Act funding and regulatory support. Montana's pro-mining jurisdiction and established permitting frameworks provide additional development advantages, while congressional support has been demonstrated through direct engagement with the state's delegation.The development timeline offers near-term catalysts for value recognition. Management expects to complete a Preliminary Economic Assessment by Q3 2026, following additional drilling and resource modeling work. This milestone will provide crucial economic validation and establish the foundation for advanced feasibility studies and potential strategic partnerships.Market dynamics strongly favor domestic critical mineral development. Supply chain vulnerabilities, energy transition demand, and strategic stockpiling trends create sustained growth drivers across Stillwater's commodity portfolio. The company's polymetallic approach provides exposure to multiple market segments while reducing dependence on individual commodity cycles. Strategic optionality enhances investment appeal through multiple potential development pathways. These include strategic partnerships with neighboring operators, infrastructure sharing agreements, independent development scenarios, or potential acquisition by major mining companies seeking domestic critical mineral exposure.With approximately $15 million invested against a current market capitalization of C$63 million, Stillwater represents compelling value creation potential. The combination of substantial resources, institutional backing, policy support, and proven management positions the company to capitalize on America's critical mineral security imperative while delivering significant investor returns through systematic project advancement and strategic value realization.View Stillwater Critical Minerals' company profile: https://www.cruxinvestor.com/companies/stillwater-critical-mineralsSign up for Crux Investor: https://cruxinvestor.com

The Association of Mineworkers and Construction Union is demanding full accountability from Sibanye-Stillwater after 260 workers were trapped underground at Kloof 7 Shaft. AMCU blames management for neglecting safety, delaying aid, and failing to maintain emergency escape routes. President Joseph Mathunjwa says this isn't an accident but criminal negligence. For more on this AMCU president Joseph Mathunjwa spoke to Elvis Presslin

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

All 260 miners at Sibanye Stilwater Mine have now resurfaced. Some of the miners who resurfaced after being trapped underground on Gauteng's far West Rand say they are relieved to have been brought to the surface. About 260 mineworkers were trapped underground since Thursday at the mines Kloof 7 sub-shaft. This after an equipment failure caused debris to damage the main shaft, cutting off their exit route. To get the latest Bongiwe Zwane spoke to National Union of Mineworkers - NUM - National spokesperson, Livhuwani Mammburu....

The National Union of Mineworkers (NUM) says operations are underway to hoist to the surface, the almost 300 miners who are trapped underground at Sibanye-Stillwater's Kloof 7 shaft, near Johannesburg. The miners have been underground following a reported incident which took place late last night. It is alleged that there was equipment failure, resulting in damage to the exit point of the shaft. Bongiwe Zwane spoke to Duncan Luvuno, NUM Health and Safety Chairperson

Daar word berig dat Sibanye-Stillwater teen onwettige mynbou waarsku. Dawid van Wyk, mynbouontleder, gesels hieroor. Volg RSG Geldsake op Twitter

Michael Rowley, President and CEO of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), joins me to review the recent news from last week's Executive Order on critical minerals from the white house putting their flagship Stillwater West Ni-PGE-Cu-Co + Au project in Montana into focus for domestic development.   This Executive Order signed by United States President Donald J. Trump on March 20, 2025, titled "Immediate Measures to Increase American Mineral Production," invokes emergency powers to prioritize and accelerate domestic production of minerals listed as critical to the United States, with the objective of reducing reliance on imports. This Executive Order is the government's strongest action yet towards restoring America's domestic mining industry and is intended to counter the overwhelming control that other countries have over the supply of a number of minerals listed as critical to the economic and national security interests of the United States.  The order describes funding initiatives for domestic mining projects and calls for accelerated permitting and clarifications to the Mining Act, among other actions.   Mike outlines that their Stillwater West Project is a very large polymetallic resource with a substantial copper inventory and the largest nickel project in an active U.S. mining district, in addition to palladium, platinum, rhodium, chromium, cobalt, and gold plus as yet unquantified amounts of ruthenium and iridium. Overall, Stillwater West is uniquely positioned to become a primary source of nine commodities now listed as critical given our location immediately adjacent to Sibanye-Stillwater's operating mine complex in a historic American mining district where the production of critical minerals dates back to the 1880s.   With regards to this year's exploration focus, Mike shares that multiple large-scale magmatic sulphide targets generated from a property-wide MobileMTm magneto-telluric ("MMT") geophysical survey were completed in late 2024 by Expert Geophysics Limited at Stillwater West. Data from the 2024 MMT survey was processed and incorporated into the Company's 3D geological model of the lower Stillwater Igneous Complex to prioritize targets with a focus on expanding current mid-grade and high-grade mineral resources.  There will be about 6,000 meters of drilling this year focused on those higher-grade targets, with plans to still update the resources from last year's drilling in 2025, and then further update the resource again with 2025's drilling and move towards a Preliminary Economic Assessment in early 2026.     If you have any questions for Mike regarding Stillwater Critical Minerals, then please email me at  Shad@kereport.com.     Click here to follow the latest news from Stillwater Critical Minerals

Gary Booysen from Rand Swiss unpacks Sibanye-Stillwater's results. Morningstar SA's Roné Swanepoel on why SA bonds are still appealing. Duma Mxenge from Satrix looks back on ten years of tax-free investing.

Stephen Grootes speaks to Bernard Swanepoel, Chair of the Junior Mining Indaba and former mining CEO, about Sibanye-Stillwater CEO Neal Froneman's impending retirement and the company's prospects.See omnystudio.com/listener for privacy information.

Franco-Nevada has entered into a precious metals steam from Sibanye-Stillwater's Marikana, Rustenburg and Kroondal mining operations located on the Western Limb of the Bushveld Complex in South Africa. There are new drill results out from Snowline Gold, CopperCorp and Mandalay Resources. Li-FT Power acquire new lithium projects i Northwest Territories. This episode of Mining Stock Daily is brought to you by...  Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Minera Alamos is a gold developer and producer with its first low capex mine, Santana, continuing to work through start-up development. The company is also advancing the Cerro de Oro project through the permitting process. Minera is built around its operating team which brought 4 mines into production in Mexico over the last 13 years. It is fully funded with over $20-million dollars in working capital. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mineraalamos.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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

Die stigter van C5 Capital, André Pienaar verduidelik wat hierdie vennnotskap behels. Volg RSG Geldsake op Twitter

Andre Pienaar, CEO of C5 Capital, shares insights into small modular reactors, the potential of nuclear energy for South Africa, and space exploration. He also highlights C5's investments in cybersecurity, including Starlink and IronNet, emphasizing the importance of innovative founders and global technological advancements in shaping the future.

Matete Thulare from RMB discusses Sibanye-Stillwater's recent production update, which hints that while challenges remain, the company may have put the worst behind them. Pan African Resources CEO Cobus Loots shares insights on suspending their exploration in Sudan while proceeding with the acquisition of an Australian gold mining asset. Meanwhile, Vukile Property Fund's MD, Itumeleng Mothibeli, highlights how their community-focused approach is essential to achieving sustainable growth in the South African retail sector.

En Afrique du Sud, les producteurs de platinoïdes sont dans une très mauvaise passe. Les cours du palladium et du rhodium, des métaux moins demandés avec le passage des véhicules à l'électrique, ont vu leur cours plonger, après avoir atteint des sommets. La bulle éclate et se retourne contre les groupes miniers producteurs de ces métaux précieux, qui emploient plus d'un tiers des salariés du secteur minier en Afrique du Sud, premier producteur mondial de platinoïdes. La chute des prix des platinoïdes a forcé plusieurs grands groupes miniers à se restructurer depuis deux ans en Afrique du Sud. Fermetures de puits, pertes d'emploi... L'entreprise Sibanye Stillwater a dû se séparer de 12 000 de ses 80 000 salariés. « À partir de 2023, nous avons assisté à une baisse des prix de ces matières premières, les principaux platinoïdes que sont le platine, le palladium et le rhodium, explique Charl Keyter, directeur financier du groupe. Et je pense que cela s'explique en grande partie par l'opinion largement répandue selon laquelle tout le monde va se tourner vers les véhicules électriques. »Platinoïdes victimes du succès de la voiture électrique Ces platinoïdes sont en effet principalement utilisés dans l'industrie automobile, pour confectionner les pots catalytiques des voitures thermiques. La pandémie de Covid-19, puis l'invasion de l'Ukraine par la Russie, second producteur de ces métaux, avaient poussé de nombreux constructeurs à faire des réserves auprès des mines sud-africaines, faisant exploser les prix.« Pendant le Covid, nous avons vu le prix des métaux du groupe du platine grimper à des niveaux jamais imaginés. Jusqu'à trois fois supérieurs à leur précédent record historique, rappelle Peter Major, analyste du secteur. Maintenant que ces prix ont baissé et sont revenus à des niveaux plus normaux, cela met l'industrie sous forte pression, car il y avait eu de grosses augmentations de salaires, de grands projets d'investissement, et des acquisitions très coûteuses à l'étranger. »Espoirs dans la voiture à hydrogèneLes prix semblent s'être à présent stabilisés, et ces entreprises minières sont soulagées d'y voir un regain d'intérêt pour les voitures hybrides. Mais elles continuent d'espérer que la transition écologique jouera davantage en la faveur des véhicules à hydrogène, qui nécessitent des platinoïdes.« Nous pensons vraiment que l'hydrogène est une source d'énergie intéressante et qu'elle se développera au cours de la prochaine décennie, juge Craig Miller, PDG d'Anglo American Platinum, premier producteur mondial de platine. Le rôle que les platinoïdes peuvent jouer, c'est d'abord dans la production d'hydrogène, et à plus long terme – pas pour le moment –, dans les voitures à pile à combustible. »Un optimisme que ne partage pas un certain nombre d'analystes, face à la lenteur de la progression, depuis 30 ans, des technologies utilisant l'hydrogène.

Heather McDowell of Sibanye-Stillwater joins the program for an update on mine operations, the layoffs, the markets, and the conversations surrounding the announcement in September that the high-grade Palladium mine in south-central Montana is restructuring its operations. The post The Latest on the Layoffs at Sibanye-Stillwater first appeared on Voices of Montana.

Petri Redelinghuys from Herenya Capital Advisors on Sibanye-Stillwater's positive boost from the latest US Inflation Reduction Act update. Andries van Heerden, CEO of Afrimat, shares insights on the Lafarge integration — any unexpected developments? Gerhard le Roux from Capital Connect discusses the economic impact of Black Friday in South Africa, with expected spending at R88 billion.

Nosipho Radebe speaks to Stephen Thompson, Attorney and CEO at Thompson Wilks AttorneysSee omnystudio.com/listener for privacy information.

John Black, CEO & Director of Aldebaran Resources Inc. (TSXV:ALDE)(OTCQX:ADBRF), joins us for an introduction to their Altar Copper-Gold Project in San Juan, Argentina; along with the prior work completed and upcoming milestones and catalysts.   We start off getting a sense of the history of the Project, the work completed by prior operators, and their option agreement with Sibanye-Stillwater back in 2018 to start earning into this project.  At this point the capital has been paid and the work commitments completed for them to earn-in to 80% of the project, with Sibanye Stillwater at a 20% stakeholder in Altar. The Altar project hosts multiple porphyry copper-gold deposits with potential for additional discoveries. Altar forms part of a cluster of world-class porphyry copper deposits which includes Los Pelambres (Antofagasta Minerals), El Pachón (Glencore), and Los Azules (McEwen Copper).   In March 2021 the Company announced an updated mineral resource estimate for Altar, prepared by Independent Mining Consultants Inc. and based on the drilling completed up to and including 2020.  After approximately 63,000 meters of additional drilling between the known Altar Central and Altar East mineralization, their exploration team has now defined the Altar United area at depth, united the 2 prior deposits, and setting up for a larger open pit that will include not only the new mineralization, but the tails from the prior envisioned pits.  There is an updated resource estimated slated to be released to the market next month in November, and then ongoing derisking and development work that will feed into a Preliminary Economic Assessment (PEA) in the 2nd quarter of 2025.   We have John share some of their key strategic shareholders with South32, Sibanye-Stillwater, and Route One Investment Company.  Additionally, we review their partnership with Rio Tinto, with an interest in utilizing their Nuton technology, focused on commercializing its proprietary suite of copper leach technologies, with potential to unlock copper from hard-to-leach ore and low-grade material, with industry-leading recoveries that are also very compelling with ESG initiatives.  John shares his background in the industry, along with the background of the other co-founders and key management team members, and the financial health of the company.   If you have any questions for John regarding Aldebaran Resources, then please email us at Shad@kereport.com or Fleck@kereport.com.   Click here to follow the latest news from Aldebaran Resources

Heather McDowell, Vice President of Legal and External Affairs for  Sibanye Stillwater joined the program to discuss the layoffs, markets, and the future for the Sibanye Stillwater Mine south of Big Timber. It is the United States only platinum and […] The post Palladium Prices Prompt Sibanye Stillwater Layoffs first appeared on Voices of Montana.

Die myngroep Sibanye-Stillwater het vandag winssyfers vir sy boekjaar tot einde Junie aangekondig, die finansiële hoof Charl Keyter gesels oor die resultate. Volg RSG Geldsake op Twitter

This evening we look at market developments with Herenya Capital Advisors, speak to FirstRand, Sibanye-Stillwater and Lesaka Technologies about their respective results, and in our SME of the Week we are joined by Cleopatra Tissue Products – a family-run disposable hygiene product manufacturer that has been operating for 25 years. SAfm Market Update - Podcasts and live stream

Charl Keyter, finansiële hoof van Sibanye-Stillwater gesels oor hulle projek in Finland. Volg RSG Geldsake op Twitter

The Ransomware Minute is a rundown of the latest ransomware attacks & news, brought to you Cybercrime Magazine, Page ONE for Cybersecurity. Listen to the podcast weekly and read it daily at https://ransomwareminute.com. For more on cybersecurity, visit us at https://cybercrimemagazine.com.

In the near future, Cilo Cybin Holdings intends to make other acquisitions in the biotech and medical cannabis industries.The group plans to list as a special purpose acquisition vehicle (SPAC) on the AltX on June 25 and hopes to go public in the US in the coming years. The company is searching both locally and internationally for the acquisition of distribution companies and other branded products. To provide further details, Gabriel Theron, the founder and CEO of Cilo Cybin, speaks to host Motheo Khoaripe.  In the current fiscal year, the government anticipates earning over R89 billion from the general gasoline charge, which brings its total revenue over the last ten years to over R730 billion. Although this month's high prices for gasoline and diesel provided some respite for South Africans, the cost of fuel is still more than 50% more than it was two years ago and almost twice as high as it was ten years ago. Telkom SA SOC Limited has released enhanced financial statements for the fiscal year that concluded on March 31, 2024, demonstrating a more resilient and powerful operational performance from the business. Despite inflationary pressures, the positive outcomes are achieved. The sustained demand for next-generation offerings was the primary driver of increased operating margins. The Montana facility was purchased by Sibanye-Stillwater shortly before palladium prices surged. They have since collapsed, and the business is now compelled to renegotiate agreements related to its enormous debt. Arnold van Graan, Head of Market Research at Nedbank, joins host Motheo Khoaripe to explain the ins and outs of this deal See omnystudio.com/listener for privacy information.

The Montana facility was purchased by Sibanye-Stillwater shortly before palladium prices surged. They have since collapsed, and the business is now compelled to renegotiate agreements related to its enormous debt. Arnold van Graan, Head of Market Research at Nedbank, joins host Motheo Khoaripe to explain the ins and outs of this deal.See omnystudio.com/listener for privacy information.

Petri Redelinghuys of Hereyna Capital discusses the day's market moves, the JSA Alsi closing almost a percent higher, the rand, US and local inflation, interest rates, and an investment case for Sibanye-Stillwater as we see an emerging platinum rally. SAfm Market Update - Podcasts and live stream

Schalk Louw from PSG Old Oak on the Sibanye-Stillwater update: Earnings fall ±R6 billion, and debt covenants are at risk. Sean Walsh, CEO of KAL Group, unpacks results as revenue slips slightly, but earnings increase 7%. Caroline Naylor-Renn, COO of 10X Investments, discusses strategies for saving for children and leveraging their tax-free savings accounts.

The West Rand district in Gauteng is facing the imminent closure of regional gold mines, highlighting an urgent need for economic diversification and rehabilitation of post-mining environments. Bokamoso Ba Rona was established by the Gauteng Infrastructure Financing Agency (GIFA), Sibanye Stillwater, the Far West Rand Dolomitic Water Association, and the West Rand District Municipality in response to this pressing need. This initiative aims to deploy more than 30 000 hectares of privately owned land in the West Rand for intensive agriculture development. Noxolo Mthembu, project manager at GIFA, Jurgens Kühl, head of advisory and management at CAPIC, and Craig Murrell, head of rural development and advisory services at Agri SA Enterprises, share more details.

Interview with John E. Black, CEO of Aldebaran Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/aldebaran-resources-alde-significant-copper-porphyry-deposit-expansion-in-argentina-3199Recording date: 3rd May 2024Aldebaran Resources (TSXV:ALDE) offers investors a compelling opportunity to gain exposure to the surging global copper market through its flagship Altar project in San Juan, Argentina. As the world races to electrify and decarbonize, copper demand is expected to outstrip supply, creating a looming deficit that will require major new mines to be built. Aldebaran is positioning Altar as a potential solution.Altar is a massive copper-gold porphyry system hosting measured & indicated resource of over 1.1 billion tonnes grading 0.43% copper, 0.09 g/t gold and 1.00 g/t silver. A recently completed 20,000 meter drill program has expanded the deposit and discovered a new connecting zone called Altar United. CEO John Black sees potential to "significantly increase the resource" and find higher grades, especially at depth where the system remains open.To unlock Altar's value, Aldebaran has partnered with Nuton LLC, a Rio Tinto Venture, to investigate processing the ore using an innovative heap leach technology. Nuton has the potential to cost-effectively extract copper from lower-grade sulfide ores that have traditionally been uneconomic. If successful, it could be a game-changer for Altar and the industry by enabling a staged, lower-capex development with a greatly reduced environmental footprint.Aldebaran is earning an 80% interest in Altar from Sibanye-Stillwater and is well-funded to advance the project having raised over C$30 million in the last year from strategic investors like South32 and Route One. The company has a tight share structure with only 20% held by retail investors, aligning management and key shareholders.The next major catalysts for Aldebaran will be an updated resource estimate in Q4 2024 followed by a preliminary economic assessment (PEA) in the first half of 2025. These milestones will provide the first look at Altar's economics and could position it as an attractive takeover target for a major miner. Copper industry M&A is heating up with over $15 billion in deals last year as producers race to secure new supply.Aldebaran CEO John Black is a mining engineer with experience selling major copper projects. He believes "groups are looking to acquire these types of projects" in the current environment and is positioning Altar to stand out from the competition.The company is also benefiting from an improving political environment for mining in Argentina under pro-business President Javier Milei. San Juan province, where Altar is located, is particularly supportive with over 65 drill rigs currently turning. Permitting has been streamlined and Aldebaran has been able to import specialized equipment to accelerate drilling.With a world-class copper resource, a potentially revolutionary processing solution, and a major partner in Rio Tinto, Aldebaran is well-positioned for a re-rating as it delivers key de-risking catalysts in a rising copper price environment. The company provides investors a compelling option on a looming global copper shortage.View Aldebaran Resources' company profile: https://www.cruxinvestor.com/companies/aldebaran-resources-incSign up for Crux Investor: https://cruxinvestor.com

James Wellsted, visepresident vir beleggersverhoudinge en korporatiewesake by Sibanye-Stillwater gesels oor herstruktureringsplanne wat tot werkverliese kan lei. Volg RSG Geldsake op Twitter

kk Sasol Secunda Reprieve Recap of Sasol's recent developments. Minister's agreement to Sasol's appeal regarding emissions at Secunda. Stock bounce and support level analysis. Target prices discussion and outlook for Sasol. PGM Miners' Performance Analysis of platinum group metal (PGM) miners' performance. Notable increases in stock prices. Consideration of factors affecting the industry, including production cuts and demand for catalytic converters. Exploration of whether the current uptrend indicates the beginning of a bull market. Discussion on supply and demand dynamics in the PGM market. Mention of Sibanye Stillwater's* CEO's forecast. Reflecting on year-to-date performance of PGMs. Insights into the future trajectory of PGM prices and potential risks. [caption id="attachment_41807" align="aligncenter" width="849"] PGM and miner moves for the month of April up to the 9th[/caption] Fitch Cuts China's Outlook to Negative Overview of Fitch's downgrade of China's outlook. Analysis of implications for the Chinese economy. Examination of the performance of Chinese stocks. Commentary on factors contributing to China's economic struggles. Exploration of potential effects on global markets. WeBuyCars Listing Preview of WeBuyCars' upcoming listing. Discussion on the valuation and market cap of WeBuyCars. Comparison with Transaction Capital. Speculation on market demand for second-hand cars and implications for WeBuyCars' growth strategy. Evaluation of WeBuyCars' disruptive potential in the automotive industry. Inflation Targeting Discussion Analysis of the South African Reserve Bank's inflation targeting strategy. Exploration of the history and purpose of inflation targeting. Evaluation of the current inflation target and potential for revision. Discussion on the process and implications of lowering the inflation target. Advocacy for starting the conversation on revising the inflation target to ensure long-term economic stability. Simon Brown Charts by KoyFin, use this link for 10% off your first order. * I hold ungeared positions.  

Mia Kriegler director at Kruger International on the Sibanye-Stillwater woes and investing into renewable energy Dr Adrian Saville Gibbs Business School when do we start to see rate cuts and is the world ready to start paying for debt?

On Friday gold prices fell on strong job numbers from the U.S., noted mining audiences manager Michael McCrae. On Friday McCrae recorded Kitco Roundtable. Friday was jobs day. The U.S. economy created 199,000 jobs last month, beating expectations. At the same time, the unemployment rate dropped to 3.7%, down from 3.9% in October.The strong economy implied that the Fed is further away from easing. On the news gold prices hit a two-week low and silver a three-week.According to some analysts, Monday's rally and subsequent selloff was not helpful for gold's long-term price action. In mining news depressed platinum prices have forced miners to lay off workers. Anglo American is preparing to freeze spending on growth and widen job cuts in South Africa. Reuters reports that the miner is preparing to mothball some high-cost platinum mines. Last week Sibanye-Stillwater, the other major platinum producer, said it was cutting about 100 employees and 187 contract workers at its Stillwater West mine in MontanaPlatinum prices have declined 11% for the year.

Schalk Louw, welvaartbestuurder by PSG Old Oak gesels oor Sibanye-Stilwater wat val, Telkom, en die twee-pot stelsel. Volg RSG Geldsake op Twitter

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Petri Redelinghuys of Herenya Capital Advisors looks forward to when everybody decides to sell their Sibanye shares and a lot of volume will suddenly come to the market.

Drikus Combrinck, uitvoerende hoof van Capicraft gesels oor die groot sewe, Truworths se aadeelprys, Sappi se winste, en Sibanye-Stillwater wat 'n VSA-gebaseerde herwinner wil oorneem. Volg RSG Geldsake op Twitter

RMB's Matete Thulare on the Sibanye-Stillwater update, lots of pain … is there any hope? Renergen CEO Stefano Marani on recent results, funding requirements, the helium leak and Phase 2. Simon's thoughts on the power of time when investing.

Drikus Combrinck, uitvoerende hoof van Capicraft gesels oor rentekoerse, Pepkor wat ‘n laer wins verwag en Sibanye-Stillwater se handelsverklaring. Volg RSG Geldsake op Twitter

David McKay, editor at Miningmx on looming retrenchments at Sibanye-Stillwater.  Dinesh Govender, CEO at Discovery Vitality on highest heart rates recorded at 22:54 on Saturday night during the rugby semi-finals.  Then Samantha Pokroy, Sanari Capital founder - a South African private equity firm, was our shapeshifter. See omnystudio.com/listener for privacy information.

Watch this on YouTube! Steve Penny of SilverChartist comes on the show to talk our favorite commodities! We touch on the RothIRA advantages, and Precious Metals Price Manipulation. We talk about silver and copper vs the miners, and the increasing risks around mining in Mexico. Then we pull up the charts on the companies you submitted: Wheaton Precious Metals, First Majestic Silver, Pan American Silver, Newmont, Barrick, Agnico Eagle, Sibanye Stillwater. Steve goes over the Platinum market, and its historic undervaluation to the Gold and Silver market. Then we take a deep dive into Uranium. We look at the commodity itself, and the charts on $URNM and Global Atomic. Steve closes out by giving us his exit strategy for Gold, Silver, Platinum and Uranium. Thank you for the questions, and thank you for watching! Support the show and hit the like button. Join In it to Win it by subscribing and hitting the bell notification icon to be notified of future episodes. Welcome to the hive! Join us at SilverChartist! Uranium Insider Newsletter Silver Symposium in Las Vegas Rick Rule Portfolio Review Rule Investment Classroom Connect with us! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Buffalo Rounds - Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.

With Aveng's results, Murray & Roberts's asset sale and WBHO's update, is there any value in this beleaguered sector? Nick Kunze from Sanlam Private Wealth takes a look. Petri Redelinghuys of Herenya Capital as he's bullish on platinum, Implats and Sibanye Stillwater. Laurian Venter from OneDayOnly talks SA's ecommerce surge.

Watch this on YouTube! Thank you for participating and submitting your companies. Here we bring up the charts on your stocks. We talk uranium, platinum, palladium, gold, and a REIT. Companies discussed are Goviex, Global Atomic (recent coup in Niger poses some interesting risk), Uranium Energy Corp, Denison Mines, Energy Fuels, Azincourt Energy, Baseload Energy, Platinum Group Metals, Sibanye Stillwater, Trillion Energy, Radisson Mining, Greatland Gold, and Medical Properties Trust. Silver Symposium in Las Vegas Rule Symposium Livestream Connect with us! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.

Watch this on YouTube! We bring up the charts for the S&P 500, still looking bullish as ever. Great example of a bullish chart, just remember to completely forget any fundamentals and it should keep going up. Gold steadily climbing higher, interesting buy points for the miners. Silver has an interesting entry point, especially in the miner SilverCrest. Platinum is moving up as expected, we sold a position in a PMG miner, Sibanye Stillwater. Bonds priced in the next rate hike of 25bps, keep buying 8 week T-Bills. SPUT is still a screaming deal, over 12% discount to spot, and when we factor in the term market, it is even better. Silver Symposium in Las Vegas Rule Symposium Livestream Connect with us! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.

SA Inc watch list. Building a list of stocks that are cheap, very cheap, and could give good return n the next year or three. Criteria; Must be profitable, so positive PE ratio Must be cheap, so PE below 8x Small as in market cap under R8billion No REITs Using Koyfin I get 46 stocks including REITs and detail them in the podcast. I'll create a watchlist on Google docs and share that link in time. What about just the mid cap ETF from FNB? FNBMID. Sixty stocks but problem is the top holdings are; Sibanye-Stillwater*, Discovery*, Nedbank, Bidvest and Remgro. That's already ±25% of the ETF and none really for my requirements as above. Simon Shares Local crypto exchange, Revix, suspends trade or withdrawals on 24% of client crypto assets as their South Korean partner has issues with a provider. Naspers (JSE code: NPN) & Prosus (JSE code: PRX) plan to remove the complex web of cross holdings to a simple structure whereby Naspers owns 47% of Prosus who owns the stake in Tencent (Hong Kong code: 700). Good Invicta (JSE code: IVT) results. Rand all over the place. Brent weak, surely suggesting the global economy is weak. But so far the promised 2023 recession has not arrived, remember the hard vs. soft landing debate of late 2022?   * I hold ungeared positions. Simon Brown  

Interview with Niël Pretorius, CEO of DRDGOLD Ltd. (NYSE:DRD)DRDGOLD has transitioned completely from deep level underground mining to the large-scale retreatment of mine dumps and tailings dams. We have developed over time both the skillset and the systems that enable us to do this profitably and sustainably. The removal of remnant mining residues not only restores the environment, but also frees up previously sterilised land for sustainable land use. In addition, the quality of life of those living in close proximity of these installations is enhanced because of the removal of sources of airborne dust and effluent. The relationship with Sibanye-Stillwater holds promise for further expansion and similar unlocking of value in terms of non-core surface assets in their portfolio, including the possibility to expand into other minerals, such as PGMs.

Interview with Dr. Kevin Heather, Director & CGO of Aldebaran Resources (TSX-V:ALDE)Aldebaran is a mineral exploration company that was spun out of Regulus Resources Inc. in 2018 and has the same core management team. Aldebaran acquired the Rio Grande copper-gold project located in Salta Province, Argentina from Regulus along with several other early-stage projects in Argentina. Aldebaran also has the right to earn up to an 80% interest in the Altar copper-gold project in San Juan Province, Argentina from Sibanye-Stillwater. Altar hosts a cluster of large porphyry copper-gold systems with mineralization currently defined in four distinct zones. The Altar project forms part of a larger cluster of world-class porphyry copper deposits, which includes Los Pelambres in Chile (Antofagasta Minerals), along with El Pachón (Glencore), and Los Azules (McEwen Copper) in Argentina. A total of 266 drill holes (123,968 m) have been completed at Altar between 2003 and 2021. In mid-2018 an updated NI 43-101 resource was prepared for Altar by Independent Mining Consultants Inc. based on the drilling completed up to 2017. The updated Altar NI 43-101 report is available on Aldebaran's SEDAR profile at www.sedar.com. Aldebaran's primary focus is the Altar project with a view to discovering new zones with higher-grade mineralization.

This week's guest is Heather McDowell, Vice President for Legal, Environmental and Government Affairs for the US region at Sibanye-Stillwater, the owner and operator of the Stillwater and East Boulder Mines. Heather works at the intersection of many issues critical to Montana's future - environmental regulation and sustainability, workers' rights, diversity, equity and inclusion and many others. And if those topics weren't challenging enough, Heather has been helping her colleagues recover from the massive flooding earlier this summer that shut down operations. In this episode, we get a definition of responsible mining and hear Heather's take on the benefits of government regulation on mining. Heather talks about climate change and Sibanye-Stillwater's Diversity, Equity and Inclusion initiative. Learn more about Sibanye-Stillwater here: https://www.sibanyestillwater.com/ Transcript here: https://docs.google.com/document/d/1BTbRLAPjQOoTbbtmMMAljfNGq-Q7dlkaFfz9WYA1wao/edit