Peter Major on Impala’s second attempt at Royal Bafokeng Platinum
Major | Peter

Peter Major on Impala’s second attempt at Royal Bafokeng Platinum

Mining guru Peter Major looks at the performance of the commodity sector during 2021, where prices seesawed over the course of the year. Despite the first six months seeing record prices across the board, commodity prices have fallen off a cliff in the second half. The last few weeks have been flooded with mergers and…

hungry | Peter

Peter van Kets: a hungry attitude is key – a case study on resilience

We present to the world as an awesome mix of DNA and environmentally influenced behaviour, but always at the very heart of our greater achievements lie choice, will power and passion. Here Gerard Finnemore, a Johannesburg clinical psychologist, uses a fascinating scientific behavioural study to understand how a South African whose endurance feats are legendary,…

Peter Major on Northam intercepting Impala Platinum’s target
Major | Peter

Peter Major on Northam intercepting Impala Platinum’s target

Veteran mining analyst Peter Major analyses Royal Bafokeng Platinum’s decision to reject Impala Platinum’s takeover bid, opting for a deal with Northam Platinum instead. In a deal valued at around R17bn, Northam Platinum will buy a third of RBP at R180.50 per share, a 50% premium on its share price before the deal was announced.…

Mining guru Peter Major casts doubt over Sibanye-Stillwater’s ‘green’ metals acquisition
‘Mining | Peter

Mining guru Peter Major casts doubt over Sibanye-Stillwater’s ‘green’ metals acquisition

Mining guru Peter Major dissects Sibanye-Stillwater’s $1bn acquisition of the Santa Rita nickel mine and Serrote copper mine in Brazil. The acquisition, which is an inflection point in terms of Sibanye’s direction going forward, is aimed at targeting metals that will play an influential role in the ‘green’ economy of the future. Renowned deal-maker and…

Peter Major’s thumbs up as Glencore buys Colombian coal mine from Anglo, BHP
Major’s | Peter

Peter Major’s thumbs up as Glencore buys Colombian coal mine from Anglo, BHP

Mergence Corporate Solutions veteran mining director Peter Major dissects Anglo American and BHP Billiton’s sale of its Colombian thermal coal assets to Ivan Glasenberg’s Glencore for R8.3bn. Major highlights that there are many factors at play here with Anglo and BHP disinvesting from coal assets given their diverse and universal shareholder base calling for environmental…

lambasts | Peter

Lord Peter Hain lambasts global authorities efforts as Gupta brothers run free

South African anti-apartheid activist Lord Peter Hain lambasts the efforts of authorities all over the globe, outlining that there are many institutions that helped facilitate the widespread corruption and money laundering during the Gupta’s years of power. He deems these institutions as responsible for aiding and abetting wholesale corruption. The Gupta family are reported to…

Peter Major bearish resource shares as commodity prices at unexplainable levels
Major | Peter

Peter Major bearish resource shares as commodity prices at unexplainable levels

Veteran mining analyst Peter Major joins BizNews editor-at-large Jackie Cameron talking all things commodities and resource shares. Peter has covered commodity counters on the local bourse for many years, having seen many super-cycles play out. Peter is bearish resources stocks, explaining that the enthusiasm in the commodity prices are at unexplainable levels. – Justin Rowe-Roberts…