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"Buy-back complete and special dividend announced" - MN Ingham

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The mining behemoth has completed a significant share buy-back, for which there was strong shareholder demand. BHP has also announced a $1 ...
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"Maintaining discipline" - MN Ingham

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 BHP held a meeting with analysts on 21 November to update the market on capital allocation. The outlook is positive, and BHP remains the ...
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Glencore DOJ Investigation, a Perspective by Ingham

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Just as Glencore thought it had put a few headaches behind it in DR Congo, the miner receives a subpoena from the US Department of Justice ...
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Strengthening Fundamentals - M Ingham

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Since my last note on Anglo American dated 16 February (see “South African political tailwind”) the company has reported a pleasing set of ...
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South African Political Tailwind

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A week is a long time in politics, a quote attributed to British Prime Minister Harold Wilson. In South Africa, the winds of political ...
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A Hedged Half

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Harmony produced a very solid set of interim results for the six months ended 31 December 2017. The result exceeded my earlier expectation ...
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Trump's gift to Sasol - by M N Ingham

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In December, US President Donald Trump signed into law H.R. 1, originally known as the “Tax Cuts and Jobs Act.” There are major changes to ...
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Sibanye Gold Newsflash

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Following on from my interim pre-results note on 19 August, Sibanye has reported a respectable set of numbers with normalised EPS of 234 ...
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Digging Deep With Glencore!

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Mining     
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