Category Archives: Uncategorized

Marketwire: Mano signs agreements with Severstal for investment in Mano and funding to develop the Putu Range Iron Ore Project in Liberia I doubt iron ore 100 km into the wilds of Liberia is very attractive by world standards, but … Continue reading →

New York Times: South Africans vent rage at migrants The mentality here seems to be, if you cannot kill the whites who have the money and power, then kill those who have even less than you do. Some days I … Continue reading →

Sinosteel has board approval to buy a mine from the mine owners, but the owners are doing everything to hedge their bets. One almost wants Sinosteel to walk to get a Jerry Yang (Yahoo!) look to the Midwest’s boards faces. … Continue reading →

The saying “What is the price in of tea in China?” used to represent the theoretical number that was not relevant to your world. The other one was “Chinese money.” All I can say is, how times have changed. Today … Continue reading →

http://m.24.com/content/FullArticle.aspx?aid=ARTICLE_2314193&cat=Finance&sh=Finance Africa is the land of plenty of stuff but a severe shortage of infrastructure. There is, of course, a golden benefit to some people from a lack of power, and that is reduced production and higher prices. The downside … Continue reading →

The Roche Bay List, my last blog, went strong from roughly 2002-2006. Through this blog, I thought about and developed the ideas that made Roche Bay the success it is today; I also got my management team and my long-term … Continue reading →

Aggregate and asphalt company Tarmac is on the block, with $6B USD being the estimated price. Not bad for $315M USD in earnings. This is 20x earnings. Tarmac is owned by Anglo, and its valuation is good for both Anglo and for … Continue reading →