Energy and Commodities
Master Drilling’s results aren’t boring
Master Drilling provides drilling solutions to clients worldwide, which is why results are presented in USD as the reporting currency. These are mining and...
Energy and Commodities
Thungela: the lump of coal you wanted for Christmas
This year, Thungela is up over 84%. In early March, it was trading 8x higher than the levels after the unbundling in June 2021.
Energy and Commodities
Royal Bafokeng Platinum: record production when it counted
oyal Bafokeng Platinum (RB Plats) has released annual results for the year ended December 2021. This has been a wonderful period for the platinum group metal (PGM) players, who deserved a break after years of pain.
Energy and Commodities
Sibanye: unions striking while the cycle is hot
Just when you thought the mining industry was finally looking attractive, the unions have gotten involved.
Energy and Commodities
Sibanye-Stillwater: huge profits, but risks have emerged
Sibanye isn't a company for investors with weak stomachs. Moves of over 4% in a single day are common. Of course, the longer-term story...
Construction
Unlock the Stock: Afrimat and Spear REIT
Afrimat's track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
