
After visiting 7 mines across South Africa and Zambia in 10 days, we unpack the biggest takeaways while waiting to board our flight home. From massive copper and operations to PGM shafts, gold tailings plays, enormous coal mines, the trip challenged some of our long-held assumptions. We discuss why Africa may be mispriced as a mining jurisdiction, the reality of costs, productivity and logistics, and where some investment opportunities sit. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Airport Trip Recap(2:30) Bullish Africa and PGMs(7:20) Costs, Power, Productivity, Logistics(12:30) Zambia Copper(17:50) DRD Gold(18:40) ZCCM(22:50) Scaling Mines and Electrification(30:00) Trip Highlights…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general
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