Save 40% on Who Owns Whom mining sector research

In an exciting collaboration, Ghost Mail readers can access Who Owns Whom research reports, industry overviews and organograms at a significantly discounted rate. These reports provide invaluable deep dives into the local and African markets and are used by many local institutions.

There was a time in this market when you literally couldn’t give your mining stocks away. It wasn’t even that long ago really, as the industry that South Africa was built around was on the brink of collapse. With depressed commodity prices, ongoing labour disputes and of course the tragic events at Marikana, there were truly tough times in the industry in the past decade.

Thankfully, things are now looking a lot better. Commodity prices have spiked in the aftermath of the pandemic, driving an inflationary cycle across the world. South Africa has been a beneficiary of this, helping to reignite our economy after Covid.

Ok, “ignite” is perhaps a strong word after the latest tepid GDP growth number was released. Still, where would we be as a country if this industry wasn’t performing well again?

The team at Who Owns Whom has released two recent reports on the mining sector. As they point out, mining output exceeded R1tn for the first time in 2021 on the back of record commodity prices. There has been a significant related increase in employment numbers. Of course, there’s always a frustration when it comes to doing business in South Africa, in this case the poor performance of rail and port infrastructure that has plagued our exporters. Transnet’s challenges are well documented.

In the South African Mining Industry Trends Report, the researchers highlighted the following SWOT analysis while noting a favourable overall outlook for the sector:

In the more recent Service Activities Incidental to Mining of Minerals in South Africa Report (hot off the press – released in August 2022), the researchers reiterated the favourable conditions in the sector. Companies like Stefanutti Stocks and Murray & Roberts were quoted in this report, so there are important insights in here for investors in this sector.

If you use the discount code GHOST40 on the Who Owns Whom research platform, you can enjoy a substantial 40% discount on the research. This applies to any report, industry overview or organogram.

Here are the links to the mining reports:

• Service Activities Incidental to Mining of Minerals in South Africa Report
• South African Mining Industry Trends Report