West Wits Mining’s Post

Track the latest corporate deals (M&A, IPOs & strategic shareholdings) within the African listed equity market. A new service from Capital Markets Africa. *For paid subscribers only* https://lnkd.in/e_X_dVUu Recent deals include Osino Resources Corp., Brait Plc, Border Timbers Limited Zimbabwe and SEEDCO INTERNATIONAL LIMITED (INCORPORATED IN BOTSWANA). #investinginAfrica #Africanequities #Africanstocks #Africancapitalmarkets

Track the latest corporate deals (M&A, IPOs & strategic shareholdings) within the African listed equity market. A new service from Capital Markets Africa. *For paid subscribers only* https://lnkd.in/ebzJwbb5 Recent deals include Osino Resources Corp., Brait Plc, Border Timbers Limited Zimbabwe and SEEDCO INTERNATIONAL LIMITED (INCORPORATED IN BOTSWANA). #investinginAfrica #Africanequities #Africanstocks #Africancapitalmarkets

In tough conditions like those we face in South Africa today, we should appreciate the good signs where we find them. One that emerged recently is a vote of confidence from influential investor, author and thought leader Howard Marks. Most famous for his insightful and entertaining investment memos, Marks announced that his $5 billion global investment firm, Oaktree Capital Management, would be upping its stake in South African mining company AngloGold Ashanti by 8.22%. This is in the context of Oaktree slimming down its overall portfolio during 2023 from 170 stocks to just 67, and the Johannesburg Stock Exchange struggling to attract capital and firms. It’s a small win, but enough to make it our #1nvestOneNumber for March. #OaktreeCapitalManagement #JSE #InvestorSentiment Source: Daily Investor (https://lnkd.in/dysAYrbD)  #1nvestOneNumber - an interesting, sometimes unexpected, marker of a relevant investing phenomenon. Let us know your data point of the month in the comments. 

Tomorrow, February 6th, IFC - International Finance Corporation’s Philippe Olivier will participate in the 121 Mining Investment’s session "Mining and the Energy Transition: Developing a more Sustainable Industry.” The panel will address the future of decarbonizing the mining industry and implications for investment in the sector.      For more details ➡ https://lnkd.in/dgfA69Hi        #IFCInfrastructure #criticalminerals #SustainableInfrastructure

Deals, deals, deals! 👏 Canadian miner Osino Resources Corp. (TSX:OSI.V; NSX:OSN) has received approval from the Namibian Competition Commission for the acquisition of its outstanding common shares by Shanjin International Gold Co., Limited (formerly Yintai Gold Co., Limited) for C$1.90 per share. Osino is developing the Twin Hills Gold Project in central Namibia. The company has a primary listing on the Toronto Stock Exchange and a secondary listing on the Namibian Stock Exchange. Sign up for more weekly deal updates from Capital Markets Africa 👇 Heye Daun Namibian Stock Exchange Tiaan Bazuin Alexandrea Ullrich (nee. Hendricks) #investinginAfrica #Africanequities #Africanstocks #Africancapitalmarkets

#SuperReturnAfrica #AlternativeAssets #Commodities This Monday 4th December Vibhuti Jain will lead the tempo during the fireside conversation with interviewees Fola Fagbule and our CEO Tania Eyanga, MBA. who will intervene to discuss the diverse value retention pathways for the African extractive industry, with institutional and alternative sources of financing serving as the contributing overlay and backbone for the Continent’s objectives to embark in local content transformation and mining expansion. SuperReturn Africa Finance Corporation U.S. International Development Finance Corporation

In this interview, Andrew P., CEO of Blackrock Silver Corp. (TSXV: BRC), discusses the compelling aspects of the Tonopah West silver project in Nevada. Pollard highlights the historical significance, emphasizing its distinction as the highest-grade undeveloped large silver project globally. The recent resource update, revealing substantial silver and gold mineralization, and a successful financing round have strengthened Blackrock Silver's position. With strategic investor First Majestic Silver on board, the company stands out for cost-efficient exploration, private land ownership, and plans for a preliminary economic analysis. Blackrock Silver is well-positioned for growth, making it a noteworthy player in the silver mining sector. $BRC #silver #mining #juniormining #preciousmetals #smallcapstocks #smallcaps #stockmarket https://lnkd.in/g-mp_Tyh

South Africa has a mature mining sector with a high level of expertise and a lot of opportunity. Asset managers need to have a view on commodities, beyond just resources as there are underlying opportunities in platinum group metals PGMs. Resources is a cyclical asset, and it is important to understand where we are in the cycle and hold both a short-term and long-term view. Shawn Phillips, Portfolio Manager at Sanlam Investments guided the panel discussion on this topic with Chantelle Baptiste (Fairtree ), Ayesha Samsodien (M&G Investments) and Bernard Wessels (Coronation Fund Managers)    Hildegard Wilson, in discussion with Feroz Basa (Sanlam Investments), Stewart Hogg (Baillie Gifford) and Nico Janse van Rensburg (Amplify Investment Partners) provided a global asset manager view of South African stocks and where they see the opportunities in emerging markets beyond South Africa. #GlacierInvestmentSummit #TopSecretsToSuccessfulInvesting #GlacierbySanlam #ThinkWorldClass

This 90-minute session will dissect the impacts of mineral taxation regimes and mining fiscal policy approaches in Africa over several decades. We'll also discuss proposals for reform or improvement to maximize the benefits derived by the continent from its vast mineral resources. #ALSF #AMLA #Mining #MI24

Great panel discussion at #GlacierInvestmentSummit on the South African mining sector , PGMs and what does the rise of electric vehicles mean for us?