Omphemetse Masilo

Je aime mes Keikantseona, Tuduetso et Onalerona !

[Omphemetse Masilo @bistos]

@LeratoTJ Now i understand how a SAPS general can be recruited by criminals...they found out his vile paedophilic proclivities. So they profited from it...it wont surprise me if he dabbles in colombia (coke!) too!

[B2Gold Corp. @B2GoldCorp]

B2Gold—Built for Value Creation: A recording of B2Gold President and CEO Mike Cinnamond's webcast presentation on Sept 29 at the Mining Forum Americas 2026 is available to view here: https://t.co/hgfMRQGIyH

[Jeffrey Gundlach @TruthGundlach]

Paramount floated the largest high yield bond offering in history this week, and the bonds sold off immediately in trading afterwards. This is not a sign of a strong market.

[Omphemetse Masilo @bistos]

@KhulaniQoma @TumishoMasha Wait until Steve Motsumi gets involved, then the Bishop will of the chess board! Sibiya cooperation is key to Mr Motsumi not getting life-imprisonment for his crimes!

[The Mining Bartender @jtourzan]

So you’re telling me that the stupid pirate cosplaying thing actually worked? How in gods name can these chuckleheads get $15M? $yarr.v

[Statistics South Africa (Stats SA) @StatsSA]

#SAelectricity || Electricity generation recorded its third consecutive m/m decrease in August, declining by 0,2%. Generation was down by 7,1% y/y.

Listen here for more: https://t.co/2nbtrprawh

#StatsSA #KnowYourStatsZA #GovZAUpdates @GovernmentZA @GCISMedia @VukuzenzeleNews @SAgovnews

[Austral Research @AustralRes_En]

JPM on Latam copper

#copper $SCCO $VALE

[junkbondinvestor @junkbondinvest]

Fitch just assigned Tesla a 1st-time BBB rating and people are already speculating about a big inaugural IG bond deal

Remember when they had JUNK bonds? The coupon on the 2017 deal was 5.3% (not a typo).

In retrospect, that's cheaper than what they'd pay for IG money today

$TSLA

[Franco-Nevada Corporation @FrancoNevadaFNV]

Cobre Panamá Update

Franco-Nevada has issued a news release regarding the Panamanian Ministerial Commission's report and its recommendation to authorize the opening of formal negotiations related to Cobre Panamá. View the press release here: https://t.co/XHjeYlwvSv

[The Mining Bartender @jtourzan]

Lynas is buying out Meteoric at a nice premium. I’m #long both and definitely approve of this deal. $lyc.ax $mei.ax

[JUNK BOND ANALYST @junkbondanalyst]

Hertz can't escape the virtuous cycle. Filed for Chapter 11 in 2020, emerged with distressed investors owning the business into the greatest operating environment its ever had, only to once again fall victim to its own missteps while spending billions on buying back its own stock.

Today the business has more debt than it did pre-bankruptcy and has now hired PJT to evaluate avenues to address its capital structure. Its near term maturities, several billion of Term Loans due 2028, trade in the 50s.

Chapter 22?

[junkbondinvestor @junkbondinvest]

US software PE exits (per PitchBook).

2021 peak? ~$70bn in a SINGLE quarter, ~75 exits.
This quarter? ~$1bn, ~22 exits.

Plenty of 2021 software LBOs still waiting for a buyer...

[Financial Times @FT]

A shipping executive is suing Coutts over claims the UK private bank kept a dossier of inaccurate information about him that triggered a US investigation into his finances and led to his daughter being detained https://t.co/r4wNqLuqSv

[Nat Rothschild @NatRothschild1]

@zatzi Higher long rates raise debt interest costs, which erodes headroom under the fiscal rules, which can push yields higher still. That feedback loop is a genuine risk.

[Omphemetse Masilo @bistos]

@LeratoTJ Ausi, thats his soccer age...this is africa!

[Junior Mining Network @JrMiningNetwork]

MAYFAIR GOLD ENTERS INTO C$310 MILLION ENGAGEMENT LETTER AND NON-BINDING PROJECT FINANCING AND EQUITY INVESTMENT TERM SHEET WITH MACQUARIE FOR FENN-GIB $MFG.V https://t.co/HSLUP5u6Rf

[Harvard Business Review @HarvardBiz]

Establishing habits that are aligned with your long-term goals can add stability in an otherwise unsteady time. https://t.co/WLL3jTimli

[ISABELNET @ISABELNET_SA]

🇺🇸Hyperscalers

Valuations for the hyperscalers have come down meaningfully from their peak and now sit at their lowest level in 10 years. They're still not a bargain, but the risk‑reward looks much more balanced
👉https://t.co/blMxcoG7WG

@GoldmanSachs $spx #spx #stocks #equity

[ISABELNET @ISABELNET_SA]

🇺🇸 Valuations

Trading at 15 times forward earnings versus 19 for the benchmark, the S&P 500 equal-weight index still isn't a bargain, but the discount makes it look more attractive
👉 https://t.co/14i5SQVCfd

@GoldmanSachs $spx #spx #stocks #equity #stockmarket

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

So far this year, rising real yields have forced the S&P 500's multiple lower, a classic setup where higher discount rates squeeze P/Es without necessarily triggering a price collapse
👉 https://t.co/yIk7SZYWVX

@GoldmanSachs $spx #spx #stocks #equity #yields #rates