Primer: Anglo American (AAUKF US) - Aug 2026
Portfolio Transformation Towards Future-Facing Commodities: Anglo American is undergoing a significant strategic shift, divesting from coal and...
85 Views
Northern Star (NST AU) Rejects Gold Fields (GFI SJ)'s Terms
I previously advocated the mantra of “stay the course and let the expanded mill re‑rate the stock.” I stand by that. The pushback? Another...
140 Views
Stay The Course As Northern Star (NST AU) Extends Olive Branch To Elliott
I'd advocate the mantra of “stay the course and let the expanded mill re‑rate the stock.” The pushback? Another material downgrade.
109 Views
Do diamond miners have a future? (Paul Zimnisky)
The diamond industry transitioned from a monopoly controlled by De Beers to an oligopoly, with pricing complexities and market adjustments still...
1.3k Views
Anglo American: Noteworthy Developments
Recent events suggest change is en route at Anglo American plc. A managerial shakeup is in full swing with "next generation" leadership...
683 Views