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Initiation on Impala Platinum Holdings (JSE:IMP)

Initiation on Impala Platinum (JSE:IMP) The following equity research report provides a detailed analysis of Impala Platinum Holdings Limited (Implats – JSE:IMP), focusing on its core operations, strategic evolution, and exposure to movements in platinum group metal (PGM) prices. Implats is a leading integrated PGM producer (~25% of global supply) with mining and refining assets […]

Impala Platinum Palladium PGMs Platinum Precious Metals Rhodium

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Initiation on Pan African Resources (JSE:PAN / AIM:PAF [LSE or LON])

Initiation on Pan African Resources (JSE:PAN / AIM:PAF [LSE or LON]) The following equity research report covers Pan African Resources (JSE:PAN or AIM:PAF [LSE or LON]), outlining key growth drivers, operational changes, and valuation upside in a rising gold price environment. Pan African Resources stands to benefit meaningfully from current high gold prices, with spot

Equity Research Gold Gold Mining Pan African Resources

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Initiation on Gold Fields (JSE:GFI / NYSE:GFI)

Initiation on Gold Fields (JSE:GFI / NYSE:GFI) The following equity research report deep dives into Gold Fields Limited (JSE:GFI / NYSE:GFI) with the aim to understand their mining operations, future potential and sensitivity of the equity valuation to gold price changes. Gold Fields flagship asset is a South Deep in South Africa with 75 years

Blog Equity Research Gold Fields Gold Mining Precious Metals

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Initiation on Harmony Gold (JSE:HAR / NYSE:HMY)

Initiation on Harmony Gold (JSE:HAR / NYSE:HMY) The following equity research report aims to dive deep into Harmony Gold Mining Company Limited and to better understand their mining operations, future potential and impact of gold price changes to the equity valuation. Harmony is a gold miner operating primarily in South Africa with a strong pipeline

Equity Research Gold Gold Mining Harmony Gold

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Navigating Coal

Navigating Coal Globally there is roughly 4x more energy in the form of coal vs oil. Will coal’s role in the global energy mix shrink, and which countries have the most coal? Scientific Properties of Coal Coal is a combustible sedimentary rock composed primarily of carbon, hydrogen, and oxygen, formed from the remains of ancient

Coal Energy

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Navigating Oil

Navigating Oil How has oil revolutionized the modern world, and where does this “black gold” come from? Scientific Properties of Oil Oil is a complex mixture of hydrocarbons, which are organic molecules made up of carbon (C) and hydrogen (H) atoms and extracted from underground reservoirs. It varies in composition, is greasy and tends to

Energy Oil

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Navigating Biofuel

Navigating Biofuel Did you know that the United States and Brazil dominate global biofuel production, but their strategies couldn’t be more different? Scientific Properties of Biofuel Biofuels are renewable energy sources derived from organic materials, offering a sustainable alternative to fossil fuels. Their key properties include lower carbon emissions, biodegradability, and compatibility with existing engine

Biofuel Energy

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Navigating Hydrogen

Navigating Hydrogen How does the future of hydrogen look under net zero targets? Scientific Properties of Hydrogen Hydrogen, symbolized as H, is the lightest and most abundant element in the universe. With an atomic number of 1, it sits at the top of the periodic table. Hydrogen is a diatomic molecule under standard conditions, existing

Energy Hydrogen

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Navigating Natural Gas

Navigating Natural Gas How does natural gas shape industries today, and could its role in hydrogen and cleaner technologies redefine the future of energy? Scientific Properties of Natural Gas Natural gas is a mixture of hydrocarbon gases primarily composed of methane (CH4) with lesser amounts of ethane, propane, butane, and pentane. It is typically found

Energy Natural Gas

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Navigating Uranium

Navigating Uranium With rising energy demand, decarbonization goals, and the resurgence of nuclear power, could uranium’s role in the global energy mix make it a critical investment opportunity? Scientific Properties of Uranium Uranium is a dense, silvery-grey metallic element with the atomic number 92, belonging to the actinide series. It is mildly radioactive and notable

Energy Uranium

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Navigating Chromium

Navigating Chromium High grade stainless steel would have less strength, durability and corrosion resistance if it weren’t for chromium. Scientific Properties of Chromium Chromium is a hard, lustrous transition metal with atomic number 24 and symbol Cr. It has a high melting point of 1,857°C and is primarily found in chromite ore. Chromium is extracted

Chromium Critical Green Metals

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Navigating Nickel

Navigating Nickel High grade stainless steel would have less strength, durability and corrosion resistance if it weren’t for nickel. Scientific Properties of Nickel Nickel is a transition metal with the chemical symbol Ni and atomic number 28. It has an atomic mass of 58.69 u and is part of the d-block elements on the periodic

Critical Green Metals Nickel

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Navigating Tin

Navigating Tin Used as solder for electronics, renewable energy technologies, and electric vehicles, which makes tin critical for the growing tech and green energy sectors. Scientific Properties of Tin Tin (Sn), with an atomic number of 50 and an atomic mass of 118.71 u, is a silvery-white metal known for its distinctive yellowish tint and

Critical Green Metals Tin

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Navigating Vanadium

Navigating Vanadium Vanadium, a metal that strengthens steel to make it twice as resilient, and the key to ultra-efficient, long-lasting batteries that could revolutionize renewable energy storage. Scientific Properties of Vanadium Vanadium is a hard, silvery-grey transition metal with atomic number 23 and symbol V. It has a high melting point of 1,910°C and is

Critical Green Metals Vanadium

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Navigating Titanium

Navigating Titanium Titanium has a remarkably high strength-to-weight ratio and corrosion resistance, which is why 15% of a Boeng 787 is made from it. Scientific Properties of Titanium Titanium (Ti), atomic number 22, is a lustrous transition metal known for its exceptional strength-to-weight ratio, corrosion resistance, and low density. With an atomic mass of 47.87

Critical Green Metals Titanium

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Navigating Zinc

Navigating Zinc Why is zinc crucial not only for rust prevention but also for the next generation of batteries and clean energy storage? Scientific Properties of Zinc Zinc is a bluish-white metal with atomic number 30 and symbol Zn. It has a density of 7.14 g/cm³, a melting point of 419.5°C, and is commonly found

Critical Green Metals Zinc

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Navigating Rare Earth Elements

Navigating Rare Earth Elements Can the supply of rare earth elements keep up with the explosive demand for clean energy and high-tech applications? Scientific Properties of Rare Earth Elements Rare earth elements (REEs) encompass a group of metals including lanthanum (La), cerium (Ce), neodymium and praseodymium (NdPr), dysprosium (Dy), and terbium (Tb). They are typically

Critical Green Metals Rare Earth Elements

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Navigating Manganese

Navigating Manganese How is manganese poised to become the backbone of green tech, strengthening modern infrastructure, and enhancing battery innovation? Scientific Properties of Manganese Manganese is a transition metal with atomic number 25 and symbol Mn. Its atomic structure consists of 25 protons and typically 30 neutrons in the nucleus, surrounded by electrons distributed in

Critical Green Metals Manganese

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Navigating Cobalt

Navigating Cobalt Why is cobalt the hidden force powering the technological advancement and global energy shift? Scientific Properties of Cobalt Cobalt is a hard, brittle transition metal with atomic number 27 and symbol Co. It has a high melting point of 1,495°C and is magnetic. Cobalt is primarily found in association with nickel ores and

Cobalt Critical Green Metals

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Navigating Lithium

Navigating Lithium What is it about lithium that has catapulted this once-overlooked metal to the forefront of the global energy race? Scientific Properties of Lithium Lithium is a soft, silvery-white alkali metal with atomic number 3 and symbol Li. It has a low density of 0.534 g/cm³, making it one of the lightest metals. Lithium

Critical Green Metals Lithium

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Navigating Copper

Navigating Copper The red metal powering the green revolution, the backbone of modern industry, and the world just cant get enough of it. Scientific Properties of Copper Copper is a versatile reddish metallic element renowned for its distinctive scientific properties. It belongs to Group 11 in the periodic table with atomic number 29 and symbol

Copper Critical Green Metals

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Navigating Silver

Navigating Silver Historically used as a currency, currently a major component in solar and electronics due to high electrical conductivity Scientific Properties of Silver Silver, with the chemical symbol Ag and atomic number 47, is a precious metal known for its distinctive lustre and high electrical and thermal conductivity. It is less reactive than other

Precious Metals Silver Silver Mining

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Navigating Platinum (and other PGMs)

Navigating Platinum (and other PGMs) What makes these rare and resilient precious metals shine in today’s markets and industries? Scientific Properties of Platinum Group Metals Platinum group metals (PGMs) include platinum (Pt), palladium (Pd), rhodium (Rh), iridium (Ir), ruthenium (Ru) and osmium (Os). These metals have extremely unique scientific properties such as high densities of

Palladium PGMs Platinum Platinum (PGM) Mining Precious Metals Rhodium

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Navigating Gold

Navigating Gold What is so special about this lustrous yellow metal? Scientific Properties of Gold Gold, with the chemical symbol Au and atomic number 79, is a scarce and valuable noble metal known for its exceptional resistance to corrosion and oxidation. It is remarkably malleable and ductile which allows it to be shaped into thin

Gold Gold Mining Precious Metals

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