Gold Fields eyes Northern Star takeover – report
GOLD Fields has approached Northern Star Resources about a potential takeover, said Bloomberg News citing people with knowledge of the matter. A deal with Northern Star would…
Recovery at Gold Fields masked by permitting woes
IS Gold Fields being unfairly penalised for its struggles with regulators? Yes, in the view of analysts who say the firm’s lagging share price performance is at odds with its…
For Sibanye-Stillwater, home is where the ore is
SIBANYE-Stillwater got its name as a result of offshore expansion, but following a damaging decline in metal prices that exposed its balance sheet, its new CEO is promising a…
Metals of war: why US Govt has weaponised mining
Eighteen mining companies went public in the past 12 months with one aim in common: an ambition to supply the US government’s defence industry. Assisted by US President Donald…
Bokoni Platinum reboot could knock ARM’s cash flow
AFRICAN Rainbow Minerals (ARM) has a colourful track record picking capital projects. It sold its 40% stake in Zambia’s 70-year-old Lubambe copper mine (formerly Konkola North)…
Platinum selldown a “pothole, not the end of the road”
PLATINUM shares have returned to buy territory after months of falling metals prices, sending valuations lower. The basket price for platinum, palladium and rhodium, the main…
Platinum price propels Valterra to half year earnings beat
VALTERRA Platinum is to report vastly improved earnings for the first half of 2026 owing to a two-thirds year-on-year increase in the rand basket price of platinum group metals.…
Gold, platinum shares in good space after metals correct
ENTHUSIASM for precious metals had evaporated in recent weeks, leaving mining shares in good buying territory, said analysts. “Investor sentiment towards South African mining…
Amid the gloom, De Beers sees glimmer of hope
SHOPPING for platinum jewellery, especially of the bridal variety, has become more expensive in the past year thanks to the 35% improvement in the metal’s price. But for a good…
Is Harmony Gold being unfairly ignored by investors?
IT’S a curious fact of mining that companies talking about projects are often better rated than those actually building them. The unpalatable truth is that the industry has a…
Platinum Week cognoscenti agree the metal will keep rolling on
PLATINUM has been on the wrong end of the Middle East crisis falling 13% since hostilities between the US and Israel and Iran began. Yet industry mavens who gathered for the…
Sibanye’s R18bn Finland expansion is tip of the iceberg
SOUTH African miners’ appetite for offshore production has manifested in a spate of deals for mothballed mines and even producing ones. Some have legacy challenges. Many are in…
AngloGold unveils $2bn buyback as registers record cash flow
ANGLOGOLD Ashanti on Friday unveiled plans for a $2bn share buy-back following another quarter of record free cash flow. Announcing its first quarter numbers, the New York listed…
Is this a new era for platinum? Its miners think so
SINCE the decline of gold production in the 1990s, platinum has become South Africa’s most valuable strategic metal, and among its most important economically. Of critical raw…
Omnia says it is built to absorb Hormuz shock
WHAT are the consequences of war in the Middle East for South Africa’s primary industries? Two stand out: first, farmers will likely suffer the twin effects of disrupted supply…
Winds turn more favourable for Harmony’s share price
THE challenges Harmony Gold Mining has been facing in recent months that have caused its share price to underperform its global peers, including AngloGold and Gold Fields, have…
Why SA coal export prices haven’t shot the lights out
SHARES in Thungela Resources have surged 80% in six months, driven mostly by the US/Israel attack on Iran in late February, which is when the coal miner’s valuation received its…
Harmony Gold seeks end to 18-year PNG deadlock
HARMONY Gold is hoping that mediation will bring what it has sought for nearly 18 years: the development of Wafi-Golpu, a gold and copper deposit in Papua New Guinea (PNG) that…
Gold Fields delivers on new power dividend
GOLD Fields has delivered on its updated dividend policy announced last year declaring a final dividend of R18.5 a share – 164% higher than the previous year’s final – while the…
Precious metals to the rescue for SA budget
THE recent boom in gold and platinum group metal (PGM) prices is set to provide the South African fiscus with a much-needed boom over the next few years. A report released by RMB…