Equity Live

OK Zimbabwe administrator, Grant Thornton lays the rescue strategy to creditors. "Our first objective is to stop the bleeding"

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.

Highlights 04.03.26 *️⃣ #Zimbabwe Surpasses Cereal #Planting Target for 2026 *️⃣ @Inn_Bucks Profit Tripples to 100 Mn, #Digital #wallet deposits plunge *️⃣ @KavangoRes Pursues Legal Action After Default on #Nara #GOLD Project *️⃣ #Global #diesel Prices Surge to Multi-Year Highs

🎙️ *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!

Highlights 02.03.26 *️⃣ #Mineral Export Ban Threatens US$ 1Bn #revenue Hit *️⃣ @ZSE_ZW Halts Trading @OKZimbabwe Shares *️⃣ #Maize #Imports Ease Slightly to US$30 Mn *️⃣ #Tobacco Season Opens, Record Output Projected *️⃣ #OilPrices Rise Most in 4 Years

#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

De Beers CEO said Puerto Rican rapper Bad Bunny who headlined last week's Super Bowl half time show was wearing Diamond jewellery from Botswana on the show. He said Taylor Swift's also wore diamond jewellery from Botswana on one of her sets. The CE had been asked if the Diamond shine will ever comeback. "Diamonds are forever" he quipped @MiningIndaba

After shutting down its SA cigarrete plant, BAT has reported that its new category products, which are largely non combustible, including Vape, now contribute 20% to total revenue. In 2025? the category's contribution to profit increased by 77% over the previous year.

This week's issue of The Axis Top story : Zim’s Biggest Constitutional Test Cabinet Rewrites the Rules *️⃣IMF’s Staff Monitored Programme Explained *️⃣Monetary Reset: ZiG-Kwacha Showdown *️⃣Schweppes to Dominate Cordials *️⃣Kuvimba Rewrites Mines' Rules 🔗 anyflip.com/fqcci/devf/

Mutapa Mining Indaba Symposium! Tune in for @zidainvest CEO Mr Chinamo & @CBZHoldings CEO x.com/i/broadcasts/1…

Mutapa Mining Indaba Symposium! Tune in for Hon. Dr. Eng. Polite Kambamura’s keynote on Zimbabwe’s mining future, blitz presentations from Mutapa entities’ CEOs, and a dynamic panel with industry leaders @MineralsMarket1 , @zidainvest x.com/i/broadcasts/1…

Botswana, a diamond producing powerhouse is dabbling collapsing Diamond prices & economic concentration risk. It is opening the economy through value addition & diversification. Today it showcases investment opportunities at the @MiningIndaba in Cape Town x.com/i/broadcasts/1…

Lithium is a critical mineral in the age of clean energy and other tech Africa & Zimbabwe has huge reserves. @MiningIndaba a panel discuses Lithium mining & value chain x.com/i/broadcasts/1…

Zimbabwe’s High Court just rewrote the rules on mining royalties. *️⃣@Zimplats cleared of a US$7.1m claim because no official rate existed for semi-processed platinum. *️⃣Legal clarity is back. Capital may follow. equityaxis.net/post/18762/202… #Mining #Zimbabwe #Commodities #investing

PGM value is shifting upstream but policy risk may decide who wins next.