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

Asymmetry - The Golden Age

Current investment allocations and outlook

Braskem - is there any hope?

The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance

The banknote game

Parex Resources - Back in the buy zone

South Africa - It's time

Braskem - Near a multi decade bottom with improving fortunes