Category: Resources

Venezuela, Oil, and the $1 trillion reality check…

by | Jan 19, 2026 | , , , , | 0 |

In the early hours of January 4, 2026, the world woke up to a seismic shift in global politics. Operation Absolute Resolve, a bold US military action, culminated in the removal of Venezuelan President Nicolás Maduro from power. Markets reacted instantly. Social media lit up. And almost on cue, the same claim flooded X and trading desks everywhere (particularly from Americans): “Venezuela is back. Oil is about to flood the market. Canadian oil can be replaced.” That’s where the story goes off the rails.

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First, it was MP Materials… Then came Intel… Now, the Trump administration has set its sights on a new target, Lithium

by | Oct 6, 2025 | , , , | 0 |

On Tuesday evening last week, reports broke that Washington is negotiating for up to a 10% equity stake in Lithium Americas (LAC). By Wednesday, the stock had exploded – up more than 90% in a single session. This is yet another sign of the “new US playbook”: taking direct ownership in companies that produce resources and components deemed vital to national security.

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Gold is making record-breaking highs – is it something to worry about?

by | Sep 12, 2025 | , , , , | 0 |

Gold just smashed through $3,500 an ounce, its highest level ever. That kind of move always grabs attention, but the real question is why traders and investors are piling into the metal. Usually, gold shines when interest rates are low because it isn’t competing with high yields on bonds. It’s also a classic “risk-off” hedge when stock markets turn down. But this latest surge may be telling us something different.

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Who’s Buying Up SA’s Small Caps — and Why You Might Want to Pay Attention

by | Sep 10, 2025 | , , , , | 0 |

Mahube Infrastructure and Curro are completely different businesses. One is focussed on renewable energy investments, and the other is one of SA’s largest private school operators. Yet they share something in common… It’s not that they’re small caps listed on the JSE. Rather, it’s the recent news of potential buyout offers, which sent their share prices surging 34% and 50%, respectively.

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If you own JSE small cap, Wesizwe READ THIS!

by | Sep 2, 2025 | , , , , | 0 |

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.

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Jubilee Metals chrome and PGM sale: Bold pivot or bargain for the buyer?

by | Aug 25, 2025 | , , , , | 0 |

In 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.

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Trump’s race to secure critical minerals like Copper sets up a huge profit-opportunity!

by | Jul 16, 2025 | , , , , | 0 |

President Trump is at it again… This time he’s threatening critical minerals, like copper imports into the USA with a 50% tariff. What he hopes to achieve with this is a mystery to me. Copper is a vital metal for US industry in general. But then again, maybe it’s all bluff and bluster. Either way, copper prices soared. Of course, Trump’s main goal is to protect US producers and secure supply of the critical mineral.

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Am I a trader, or am I an investor?

by | May 28, 2025 | , , , | 0 |

One of the most important questions you can ask yourself as a market participant is deceptively simple: Am I a trader, or am I an investor? While both groups operate in the same financial markets, their goals, tools, and temperaments often differ significantly. Understanding where you fall — and why — can make the difference between building a strategy that suits you or constantly fighting against your own instincts.

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Alternative Investments – The Power of Commodities

by | May 9, 2025 | , , , | 0 |

When you’re starting out as an investor, the usual go-to options are stocks, ETFs, and bonds. These are tried and true, and they form a solid base for any portfolio. But, as we talked about last week, they don’t cover the whole investment universe. That’s where alternative assets come into play — think hedge funds, private equity, real estate — and yes, commodities. They offer a lot of potential for diversification, and in the right conditions, they can even outperform when traditional markets hit a rough patch.

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