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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...

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