Wesizwe Platinum (JSE: WEZ) platinum mine has been years in the making – but the story has lurched from one setback to another. Investors have been promised a world-class platinum operation, yet delivery has been slow, messy, and financially draining. And to make matters worse, its share price is currently suspended from trading on the JSE – but as I’ll explain that soon could be reversed.
Read MoreIn early June, Jubilee Metals received an unsolicited, conditional offer to acquire its SA chrome and PGM operations. At first glance, the logic behind accepting seemed straightforward: management wants to pivot away from SA’s volatile PGM and chrome markets, with all their operating headaches, and instead double down on copper in Zambia. Copper is hot, with long-term fundamentals tied to electrification and grid investment, after all.
Read MoreYou’ll often hear me say a stock is overvalued or undervalued in Red Hot Penny Shares. Or I might say something like: “The valuation of this stock is R10 – but it’s trading at R5.” So, what exactly is valuation? How is it calculated? And most importantly… what should you actually do with that figure?
Read MoreNot all small caps are hidden gems. Some might deliver explosive upside. But others? They’re ticking time bombs – weighed down by weak balance sheets, shrinking demand, or fading business models. Here’s one JSE-listed small cap you might want to think twice about before buying.
Read MoreIt’s no secret that SA logistics infrastructure has been a major problem for our economy. From rail to ports, the system meant to keep goods moving has become one of the biggest handbrakes on growth. Transnet has been a nightmare for so many companies. Years of mismanagement, underinvestment, and corruption have turned what should be a national asset into a national liability.
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