Research Portal

Gold: the talk of the town

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Sibanye-Stillwater Limited (SGL) Gold has become the talk of the town as global economic fears rage on the commodity sector especially ...
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"Focused commodity exposure" - MN Ingham

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Further to previous analysis, Mark still thinks BHP has solid fundamentals and in these jittery stock market times remains one of the ...
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Cash Flush - BHP

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Following on from my last note, the stock has been firm on the Australia Stock Exchange and has moved up on the JSE, largely due to rand ...
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What's the Beef with: BHP Billiton (BIL)

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BHP Billiton (BIL) BHP Billiton a diversified miner, multi listed stock and all-round power house of the JSE Top 40 has recently released ...
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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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Expensive, even at $74/ton spot iron ore - Kumba Iron Ore by M N Ingham

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Kumba is now significantly overvalued on a fundamental evaluation. Despite easing back to around R350 per share from highs above R400 a ...
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Ingham ARM Earnings Preview

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Miner African Rainbow Minerals reports results for the twelve months ended June 2017 on Thursday, 7 September. Whilst we know what the ...
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Ingham on Glencore fundamentals

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Glencore: "Richer Dividend In Store” Glencore has a primary quote on the London Stock Exchange and a secondary quote on both ...
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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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"Riding along at spot"

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Kumba Iron Ore reports interim results on 26 July. Per the trading statement, earnings will essentially be flat on an adjusted basis. The ...
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Digging Deep With Glencore!

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Mining     
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Incisive Insights: Implats

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Implats
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Incisive Insights: Amplats

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Amplats  Amplats had a net after tax margin of only 0.18% or R107 million on revenue of R59,8 billion for the year ended December 2015. The ...
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Platinum Miners and a Market Overview

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“Precious, but only so far” Bottom Line: Recent sharp share price rises in platinum miners need to be seen in the context of the profit & ...
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Ingham’s Incisive Insights: Kumba

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  Stocks for discussion: Mining (Kumba)     “All over the place” Share price: 12700 cents   Net shares in issue: 320,8 million Market cap: ...
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Investment Insights: Mining News

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