Share360

Mining stocks are truly two distinct groups: majors and juniors

Mining stocks are truly two distinct groups: majors and juniors

Back in the day, South African investors and speculators were spoiled for choice when it came to JSE-listed mining stocks.

Looking under the hood

Looking under the hood

To end off our "trading the commodity super-cycle" Share360 analysis, we provide insight into our Unum holdings which you might want to replicate in your own...

Anglo rides the commodity rally

Anglo rides the commodity rally

The diversified resources group says strong performances from Minas-Rio and Collahuasi helped offset the impact of Covid-19.

Implats rallies on record dividend, higher guidance

Implats rallies on record dividend, higher guidance

The company has grown production and benefitted from rising prices for platinum group metals.

Stock picking  South African Miners

Stock picking South African Miners

The local Gold miners index is lower, month-to-date, off by 12.63% and lower by over 48% since its most recent multi-year peak of August 2020.

For the Traders - Taking up a position in commodities

For the Traders - Taking up a position in commodities

Commodities - Platinum A Standout, Gold A Laggard... Find out more here.

Stocks versus ETFs in the mining sector: How can you solve the stock picking problems discussed yesterday?

Stocks versus ETFs in the mining sector: How can you solve the stock picking problems discussed yesterday?

You can see the market is accurately pricing these companies anyway. When they're doing well the market capitalization goes higher, when they do badly the market...

Three ways to play the “commodity supercycle”

Three ways to play the “commodity supercycle”

According to a JPMorgan report, the fifth commodity supercycle has started, and in this week's Share360 Thema report we want to highlight the various ways by...

Platinum surges to a 6-year high. Here are three reasons the metal may keep shining.

Platinum surges to a 6-year high. Here are three reasons the metal may keep shining.

Many investors are asking themselves, is there still time to buy into this parabolic run?

Stocks versus ETFs in the mining sector: Which should you buy?

Stocks versus ETFs in the mining sector: Which should you buy?

It's an interesting question and it strikes at the heart of investment structuring. To answer this question, you first need to think about what investors desire...

ESG: no time for “the journey”

ESG: no time for “the journey”

When I joined the Centre for Environmental Rights in 2013, as part of what was then a small team using the law to address the social...

The Future of mining: China and the sustainability of commodity consumption

The Future of mining: China and the sustainability of commodity consumption

In economic terms, the rise of China over the past few decades has been one of the most significant events to occur in our lifetime. The...

A commodity supercycle beckons

A commodity supercycle beckons

A commodity supercycle appears to be on the investment horizon, driven by the rapidly-growing move away from fossil fuels to renewable energy and the infrastructure boom...

 What is the mining sector?

What is the mining sector?

Mining, in its simplest form, is an industry dedicated to the exploration and extraction of metals and minerals around the world. In economics these basic resources...