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Articles tagged as "mining"

Insights categories - ESG

Unveiling the layers of executive remuneration in mining companies

By Nicole Hamman on 08 Aug 2024

Reading time: 12 mins

As active managers who seek to understand businesses, we take a keen interest in how companies are governed and the impact they have on society.

Insights categories - ESG

Glencore: The investment case for an ESG improver

By Raine Adams on 26 Jul 2024

Reading time: 7 mins

In 2018, the US Department of Justice (DOJ) announced an investigation into Glencore for a violation of the US Foreign Corrupt Practices Act (FCPA), primaril...

Insights categories - Markets and economy

On the commodity boom and other South African fables (and foibles)

By Thalia Petousis on 28 Jul 2022

Reading time: 8 mins

Just as the economic destruction from the COVID-19 pandemic rose to crisis levels, strong commodity export prices swept in to alleviate South Africa’s fiscal...

Insights categories - Markets and economy

Global recovery underway

By Sandy McGregor on 30 Apr 2021

Reading time: 2 mins

The world is recovering from the pandemic and 2021 should see strong global economic growth. The epicentre of the recovery is now the United States, where th...

Insights categories - Investment insights

Do you enjoy pain? How about the platinum industry?

By Andrew Lapping on 30 Jun 2018

Reading time: 9 mins

Over the past two years we have invested in certain platinum mining companies. These investments have performed extremely poorly. Andrew Lapping looks back a...

Insights category - companies

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

Reading time: 13 mins

“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we  are in the cycle and acting...

Insights categories - Markets and economy

Gold: A history of its price

By Sandy McGregor on 30 Jun 2016

Reading time: 11 mins

Inventories play a significant role in the pricing of commodities: when they are low prices tend to rise, while excessive inventories depress prices. However...

Insights category - companies

Commodities: Opportunity or risk?

By Mark Dunley-Owen on 31 May 2016

Reading time: 4 mins

We are ‘bottom-up’ investors who pay more attention to valuations than to macroeconomic forecasts. We do extensive research to calculate what we believe is...

Insights categories - Investment insights

How things change

By Andrew Lapping on 31 Dec 2015

Reading time: 13 mins

Global mining businesses have had a remarkable fall from grace over the past 18 months. Talk has moved from a 20-year supercycle and commodity shortages to...

Insights categories - Investment insights

SA mining and the sunk cost fallacy

By Ian Liddle on 30 Sep 2015

Reading time: 10 mins

Ian Liddle discusses why the challenges in South African mining provide an interesting case study of the 'sunk cost fallacy', a behavioural bias that sees us...

Insights category - companies

Platinum and palladium: Low-risk opportunities

By Tim Acker on 31 Mar 2015

Reading time: 7 mins

Investing in platinum or palladium directly is taking a view that the prices of these commodities will increase. Tim Acker explains why we currently prefer...

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