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.

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DIRECTOR'S SPECIAL EMAIL

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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

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DISCLAIMER

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