PENSIONS: Towards a merging of funds
25 February 2021 No national pension fund or investment changes yet, but provident funds will be treated like pension funds..
Top global mining analyst Peter Major on ‘ferocious’ commodities bull run: gold, uranium, iron ore, coal, platinum
23 February 2021 Should you invest in mining companies? What will change the bull run? AngloGold Ashanti has never been this cheap, notes Peter Major, director of mining, at Mergence Corporate Solutions. Stock-picking is called for, he says. Don’t buy the index. He sets out how one piece of legislation could change shortage of supply..
Why Huge Group’s ‘perfect storm’ offer on Adapt IT may not fly
22 February 2021 Why Huge Group’s ‘perfect storm’ offer on Adapt IT may not fly..
Bob van Dijk rates ‘well-oiled Takealot’ to leave no space for Amazon
22 February 2021 The head of technology investor Naspers is confident its SA e-commerce unit has cornered the local market enough to fend off possible competition from the world’s largest online retailer, Amazon.
BAT shares fall almost 7% on weak 2021 guidance
18 February 2021 Peter Takaendesa, the head of equities at Mergence Investment Managers, said the results were largely in line with market expectations and the company’s 2021 guidance was a bit softer than expected due to expected headwinds from a stronger British pound, its reporting currency, and ongoing Covid-19 impact.
[TOP STORY] Orion Minerals secures option on new copper project outside Springbok
04 February 2021 Whenever I check with Peter Major, he’ll always tell me that there are thousands of mines dotted around South Africa which are not mined out, but are closed up and not working. This is what this new project you’re looking for at Springbok is. In a sense, this is an easier process. […]
[TOP STORY] Orion Minerals secures option on new copper project outside Springbok
04 February 2021 Whenever I check with Peter Major, he’ll always tell me that there are thousands of mines dotted around South Africa which are not mined out, but are closed up and not working. This is what this new project you’re looking for at Springbok is. In a sense, this is an easier process. […]
Orion paving way for another exciting ‘green’ base metals hub in Northern Cape
02 February 2021 There’ll be a lot of news flow in the next couple of weeks. We’ll probably put the scoping study out this quarter still possibly and we think that we can see a lot more than can go into Jorc-compliance very quickly. That’s certainly the expectation. Anyone who hasn’t been hiding under a […]
Grand puppeteer Peter Lawwell steps off the big stage
30 January 2021 I probably wouldn’t still be here if it wasn’t for Peter.” Major shareholder Dermot Desmond said he “did my utmost” to make him change his mind.
Adapt IT shares show big gain on Huge Group’s acquisition offer
29 January 2021 Peter Takaendesa, the head of equities at Mergence Investment Managers, said Huge’s offer to Adapt IT shareholders was opportunistic and probably not enough to get all Adapt IT shareholders to accept the deal.
The investing year that was – and the road ahead
29 January 2021 This time last year, investors began 2020 in a generally positive frame of mind and outlook. Despite all the market expectations and forecasts for 2020, most pundits – if not all – could hardly have imagined the unprecedented, extent and dramatic nature of the socio-economic and market environment that would ensue and […]
Is this the next commodity super-cycle?
13 January 2021 Michael Avery speaks to René Hochreiter, mining analyst at Noah Capital Markets; Peter Major, mining analyst at Mergence Corporate Solutions; and Andries Rossouw, PwC’s Africa energy, utilities and resources leader, about whether we are entering the next commodity super-cycle and what this signals for the local mining industry and broader economy?
