We Visited 7 Mines in Africa. Here's What We Found
About this episode
The episode discusses insights gained from visiting seven mines in Africa, focusing on investment opportunities and challenges in the mining sector.
After visiting 7 mines across South Africa and Zambia in 10 days, we unpack the biggest takeaways while waiting to board our flight home. From massive copper and operations to PGM shafts, gold tailings plays, enormous coal mines, the trip challenged some of our long-held assumptions. We discuss why Africa may be mispriced as a mining jurisdiction, the reality of costs, productivity and logistics, and where some investment opportunities sit. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special : one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Airport Trip Recap (2:30) Bullish Africa and PGMs (7:20) Costs, Power, Productivity, Logistics (12:30) Zambia Copper (17:50) DRD Gold (18:40) ZCCM (22:50) Scaling Mines and Electrification (30:00) Trip Highlights …………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support…
Topics covered
- mining in Africa
- investment opportunities
- copper mining
- PGM operations
- logistics and productivity
Keywords
- mining
- Africa
- copper
- PGM
- investment
- logistics
- productivity
Sponsors
SS&C Intralinks, Sandvik Ground Support, Focus by Marketech
Mentioned in this episode
Organizations: DRD Gold, ZCCM
Places: South Africa, Zambia
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