It is rarely satisfying to be right when the consequence is corporate distress, job losses, and shareholder value destruction. But intellectual honesty demands that we revisit what Equity Axis had fla

Tigere's entire portfolio operates on US dollar leases, which insulates its rental income from local currency fluctuation and provides investors with predictable returns. For the 2025 financial year,

Long-term capital formation remains the decisive variable. Large-scale mining requires stable exchange rate policy, predictable foreign currency retention thresholds and enforceable contract framework

A more sustainable approach would rebalance incentives rather than concentrating extraction on the easiest-to-tax players. That could include a more uniform royalty architecture with modest differenti

From a production perspective, the ambition to move from 36.7 tonnes toward 50 tonnes is achievable but not guaranteed. Artisanal miners can scale volumes quickly, but at rising environmental and soci

Copper's role in the economy can't be overstated. As a globally traded commodity, it anchors foreign exchange inflows and supports investor confidence. However, heavy reliance on a single commodity in

The shift reflects on the market’s growing tilt toward property-backed and yield-oriented instruments at the expense of operating businesses. This transition highlights how inflation stability and tig

Historical market data, including industry research prior to 2020, placed BATSA as the leading cigarette manufacturer in South Africa, with Euromonitor estimating it controlled more than 70% of the le