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 […]
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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
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The following equity research report covers DRDGOLD Limited (JSE:DRD or NYSE:DRD) with an aim to break down their operations and understand the future potential under varying gold price scenarios.
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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
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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
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