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.