Latest
Sibanye crushed in major lawsuit loss - is bankruptcy imminent?
If I could design a political platform
Quick review of names / themes discussed this year
Portfolio update
Dumping my bags
Idea: Marine Builder
Sibanye Cash Flow Estimation
Marhelm content - weekly roundup
The Parex Update
Sasol - I think the bottom is in
GeoPark - COP devaluation drives tax surprise, but strong shareholder returns continue
Braskem Results - Improving Cashflow, Long Runway
Parex - Bad reaction, excellent numbers
Updates from this week - Vale, Braskem, GeoPark, and Sibanye Stillwater
