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Giulietta Talevi

Giulietta Talevi is Money & Investing editor at the Financial Mail, and also presents Stock Watch on Business Day TV. She has also worked as companies and markets editor at Business Day TV.

Is Solar an optimum outcome for Omnia?

THE JSE looks set to lose yet another promising mid-cap stock, with mining explosives and agribusiness Omnia Holdings now on the cusp of a buyout, assuming a planned sale to…

Junior miners find an audience among SA investors despite the risks

IF you think about the number of the JSE’s listed junior miners as a beauty pageant, they’d look more like a turnout from a high school, perhaps, than Miss Universe. Fewer than…

Gold to benefit as ‘natural buyers’ re-enter the market

IT was all going so well. Too well, really. Having ended 2025 at $4,339 an ounce, gold went on a tear in January, surging from $5,000 to an intraday record of $5,500 in just…

Cash-flush Omnia sails through Iran crisis

OMNIA 2026 is a far cry from Omnia 2019, when the fertiliser, explosives and chemicals group nearly collapsed under the weight of its R6.8bn debt. Back then it was forced to tap…

ARABIAN SEA – APRIL 20:  In this handout photo provided by US Central Command, US forces patrol the Arabian Sea near M/V Touska on April 20, 2026, after firing upon the Iranian-flagged vessel that the US accused of attempting to violate the US naval blockade of Iranian ports near the Strait of Hormuz. (Handout Photo by the US Navy via Getty Images)

Omnia pays special dividend, shrugs off Iran disruption

FAR from being a casualty of the Iran conflict, Omnia – which specialises in fertiliser and explosives to the agriculture and mining sectors – today announced a special dividend…

Andries van Heerden, CEO, Afrimat

Can Afrimat put its year from hell behind it?

AFRIMAT CEO Andries van Heerden is optimistic that the business will look significantly better by the end of the financial year Afrimat has just had its toughest year since 2008:…

Richard Stewart, CEO, Sibanye-Stillwater.
Source: Joburg Indaba

Stewart aims to keep it simple at Sibanye-Stillwater

SIBANYE-Stillwater shares are down almost 10% year to date, which is quite a disconnect considering its latest quarterly results, in which the platinum group metals (PGM) and…

Alphamin CEO Eoin O’Driscoll. Picture: supplied.

Why Alphamin has been shooting the lights out

ALPHAMIN has a tiny fraction of JSE owners, but the tin miner is about to post a record quarter’s earnings – about $158m – thanks to this year’s jump in tin prices, and is set to…

Tin ingots stacked in a warehouse of the PT Timah processing facility in Mentok, Bangka Island, Indonesia.  Photographer: Dimas Ardian/Bloomberg via Getty Images

Alphamin says tin price sustainable as stars align

ALPHAMIN has a tiny fraction of JSE owners, but the DRC-based tin miner is about to post a record quarter’s earnings — about $158m — thanks to this year’s jump in tin prices and…

SA rues gold’s plunge – and it could get a heap worse

THE stranger aspect of the Iran conflict’s fallout on markets – at least, for South African investors – has been the rout in gold shares these past two weeks. With gold down 17%…

Cobus Loots, CEO, Pan African Resources
Pic: Martin Rhodes

Pan African goes all in on Australia’s ‘heart of gold’

PAN African Resources – a one-time gold-mining minnow that started with just a deep-level mine in Barberton – is extending its empire in Australia. This, arguably, at peak gold…

Paul Dunne CEO of Northam Platinum, and Minerals Council president. REUTERS/Ihsaan Haffejee

The stunning rebound of South Africa’s PGM producers

EXACTLY two years ago, Northam Platinum CEO Paul Dunne, who is also president of the Minerals Council South Africa, warned that a severe squeeze on the platinum group metals…

Niël Pretorius, CEO, DRDGold. Photographer: Michele Spatari/Bloomberg via Getty Images

Waste not, want not: DRDGold’s R2.7bn bonanza

IT’S fair to say that almost no-one saw DRDGold as a multibillion-rand-market-cap miner over a decade ago. Back in 2015, at R2.45 a share, most had written it off as a weird…

Tiehm’s buckwheat

Mining has a problem with permits

Ask any mining boss what causes evening sweats, and it’s probably not a posse of cute rodents, or tumps of seemingly unremarkable grasses. Yet for Gold Fields and…

Jan Nelson, CEO, Copper 360

“Inflection point” for Copper 360 as starts underground mining

COPPER 360 says it’s at an inflection point where high-margin copper concentrate production will shortly overtake its low-margin copper plate business, thanks to the start-up of…