South African value legend on what he’s buying, and why fund management is broken
John Biccard began his career at the dawn of the dot-com boom. He tells us how his fund has managed to outperform the JSE…
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Gold to breach $7,000? Standard Bank’s expert reckons so …
The ‘View from the Room’ session at Standard Bank’s African Markets Conference pitted the audience’s economic projections against those of experts…
Waste not, want not: DRDGold’s R2.7bn bonanza
A huge bet on solar power and a rampant gold price mean record margins for the 130-year-old mine-waste specialist…
‘Don’t fret about a gold and stocks bubble yet’
Central bank strategy and stronger corporate profits are underwriting the gold and stocks stories…
The canary in the mine: Why South Africa’s exploration plunge matters
Mining exploration spend ebbed to R781m in 2024 from over R6bn in 2006. Only big changes to a contested new mining bill will break…
More than just a meme: Insider silver’s stonking ascent
The white metal’s white-hot streak has astounded casual onlookers, but for anyone late to the party, a healthy dose of caution is advised…
Gold pierces $5,000 – what’s next?
Gold has just passed a historic milestone. Is there still time to get on the bullion bus? Or is now the moment to cash…
Inside the scramble for copper: Can prices rise another 50%?
The stars have aligned for copper producers as AI, housing and green energy demand collide with a supply crunch…
BEST OF 2025: Riding the gold wave: Why Sibanye is in it for the long haul
Gold is making Sibanye-Stillwater great again. But retiring CEO Neal Froneman is adamant that the firm’s push into green metals will pay off…
BEST OF 2025: Greedy politicians killing the Rand Club
The club has been slapped with an astonishing valuation – and a utility bill of nearly R1m – that threatens to finally destroy the…
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