CAFCA aims for SADC Eastern Flank dominance, from Mozambique to Malawi.
CEO Nyakudya sits down with Equity Axis to discuss financial performance
https://t.co/9AjVprZW9x
Zimbabwe Introduces National Standard Price List: All Payments to Suppliers to Be Made in ZiG.
Beyond procurement reform, the NSPL serves as a massive "demand creation mechanism" for the local currency by mandating that all government payments settled solely in ZiG.
🎙️ *Unpacking Southern Africa’s Economic Shifts* 📊
👉 This week’s episode dives into:
✨ #Zimbabwe’s record #tobacco production & #AI’s role in industry
✨ Challenges at Tongaat Hulett & rising #copper extraction costs
✨ #China’s growing trade dominance vs #US protectionism
✨ Regional #currency stability & #visa policies’ impact on growth
✨ #Infrastructure #investment for future competitiveness
📊 Gain insights into the #geopolitical and economic forces shaping Southern Africa’s future!
#Gold “dipped” in January, but the signal is volatility, not weakness. ASM still delivered ~73% of volumes. Rain + seasonality + policy uncertainty can swing monthly #FX inflows fast. Who is underwriting that volatility #miners, #Treasury, or banks?
Sibanye’s dividend is back after 3 years. That’s a balance-sheet signal, not a yield story. Cash generation is strong, leverage is down, and management is re-anchoring payout discipline despite lithium write-downs. What cycle are you underwriting here? @SIBSTILL
Tigere’s 2025 wasn’t “growth.” It was a yield reset.
Two Q4 buys lifted NAV to ~$59.5m and pushed DPU +28% while staying debt-free.
The question is sustainability: can 97% occupancy hold as maintenance and tenant churn rise?
Africa's largest Copper producer, First Quantum Mining, with an annual turnover of US5 billion, says its ore quality in Zambia has depleted significantly thus increasing costs (AISC). It said only innovation will save it. FQM is partnering ZCCM to explore new mining areas @MiningIndaba