Monday, August 20, 2012

MINEWEB.COM'S TOP STORIES: South Africa's union war for platinum and how the miners got it wrong

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FEATURED PODCAST                                                     

Central bank gold buying and the importance of investment demand - Grubb

"I think the big question is whether the US investor joins the party in the second half of the year"
 

TOP STORIES | Monday , 20 Aug 2012                                                     

South Africa's union war for platinum and how the miners got it wrong

Industry insiders, companies and unions know the sector has some very tough decisions to make, but it's not just platinum that is at risk.    Monday , 20 Aug 2012

Copper mine supply growth to improve, disruption risk growing - Barclays

While Barclays forecasts a period of stronger copper supply growth, scrap is playing an increasingly larger role.    Monday , 20 Aug 2012

Anglo American/Codelco Anglo Sur stake settlement in offing - News reports

Anglo American and Codelco may be settling their battle concerning a Codelco stake in Anglo American Sur, parent of the world 5th largest copper mine, The Sunday Times reports.    Monday , 20 Aug 2012

Expect junior and midtier gold stocks kickstart with $2000 gold - coming soon

Michael Fowler* expects gold to finally break through the $2,000/ounce barrier into 2013 and how this should affect mining stocks. Gold Report interview.    Sunday , 19 Aug 2012

Platinum prices finally start to rise again but at what cost?

South African mining has some very tough questions to ask itself as to what exactly its platinum sector is going to look like when the fallout from the current violence subsides.    Friday , 17 Aug 2012

SilverCrest 'undervalued' analyst says after strong quarterly

It looks like SilverCrest won't be forced to tap markets to fund development and exploration, as cash costs drop and profits stay strong.    Friday , 17 Aug 2012

Is the Lonmin saga only the beginning?

Analysts and commentators have pointed out that the violence at Lonmin's Marikana mine actually spread from earlier unrest at Impala Platinum and is likely to spread.    Friday , 17 Aug 2012

Balmoral hits up to 1,530 g/t gold over half metre

A high grade gold intercept sends Balmoral shares up 20-odd percent and adds to high grade zones beyond the West zone, where a resource estimate is in the works.    Friday , 17 Aug 2012

Why are gold and silver shares not moving higher? Part 2

In the second part of a two part series Julian Phillips looks at the risks and challenges facing gold and silver miners and how they can make themselves more attractive to investors.    Saturday , 18 Aug 2012

Platinum extends gains on Lonmin strike

Spot platinum prices hit $1,474/oz on Monay after rallying more than 5% last week, fuelled by worries that the violence at Lonmin's Marikana mine will disrupt supply from South Africa.    Monday , 20 Aug 2012

BHP signs Pilbara native title deal to help secure iron ore future

BHP Billiton has signed a native title deal which could be worth billions of dollars in Australia's key Pilbara iron ore mining area which will help ensure future expansion plans.    Monday , 20 Aug 2012

Lonmin facing a perfect storm

Shares in the beleaguered platinum miner fell to their lowest level in London since 2008 on Friday as analysts began to consider the possible impact of and extended strike action.    Monday , 20 Aug 2012

Quebec opposition has miners in their sights

In a bid to improve their changes of replacing the current struggling, Liberal government, The Quebec's two main opposition parties said miners in should pay more for the right to mine in the province.    Monday , 20 Aug 2012

SA to launch inquiry into Lonmin deaths

South African president Jacob Zuma says he he will launch a commission of enquiry to get to the "real cause" of the tragedy.    Friday , 17 Aug 2012

China National Gold considers big push into Africa

If the company makes a bid for all of African Barrick Gold, it will rank as the biggest Chinese deal in Africa since the $3.37bn takeover of Kalahari Minerals and its partner, Extract Resources, by CGNPC.    Friday , 17 Aug 2012

Philippine central bank Q2 gold purchases drop 98% year on year

The latest government data highlighted Friday the dramatic drop, suggesting that smuggling of the precious metal out of the country continues unchecked.    Friday , 17 Aug 2012

Weekend's top story: Update: Potential impact of SA mine violence on platinum - and perhaps on gold too

The massacre at Lonmin's Marikana platinum mine has huge implications for the country's struggling platinum mining sector. Could it spread to the gold mines too?    Friday , 17 Aug 2012

PODCASTS / RADIO                                                     

Platinum sector labour issue insights: Behind the Lonmin massacre

A look at the tensions behind another bloody day at the Marikana platinum mine in Rustenburg, South Africa.

Gold quarterlies cash costs and eroding premiums - Joe Mazumdar

Haywood Securities senior mining analyst Joe Mazumdar discusses the latest batch of gold quarterlies and some of the reasons behind the recent management shake ups.

Lonmin halts South African output after violence

Interviews with union and management representatives, labour consultants and an on-the-ground report give a fuller picture of what is happening at the platinum mine.

Mining M&A and the importance of strategic buying

PWC's Bob McCutcheon looks at some of the recent trends seen in the mining M&A space and looks forward to what we can expect over the rest of 2012.

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CONFERENCES

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ENGINE ROOM

Editorial

Europe

Lawrie Williams, London
Geoff Candy, Groningen

Americas

Dorothy Kosich, Reno
Kip Keen, Halifax, NS

Asia and Australasia

Shivom Seth, Mumbai
Kerry Stevenson, Sydney

Africa

Christy Filen, Johannesburg


Sales and Marketing
Jan Chadwick, International
Wendy Hora, Australasia

 

Production

Lindiwe Molekoa, Johannesburg

Editor in Chief

Alec Hogg, Johannesburg

 

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