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Guest: David McKay

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Manage episode 513045320 series 2653235
Content provided by Paul Zimnisky. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Zimnisky or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this 75th episode of the Paul Zimnisky Diamond Analytics Podcast, independent mining journalist David McKay joins the show from Johannesburg, South Africa. The conversation begins with Paul recounting a multi-week journey he took through South Africa in 2023 and David sharing his views on the current economic and political state of the nation. Next, the two discuss the surge in gold prices and how this is impacting the gold mining industry. They then analyze the recent news of CEO departures from two of the top three largest gold miners, Newmont and Barrick, and then briefly touch on the platinum market. Finally, the conversation switches to Anglo American's restructuring aim to be more copper focused and the recent news of its merger of equals with Tech Resources. Paul and David finish with a deep dive on the current ongoing sales process of De Beers.

Hosted by: Paul Zimnisky

Guest: David McKay

Guest plug: www.miningmx.com

More information on PZDA's State of the Diamond Market report: www.paulzimnisky.com/products

A special thanks to this episode's sponsor A Diamond is Forever. This holiday A Diamond Is Forever is introducing Desert toned Diamonds, more information can be found here: www.adiamondisforever.com

Show contact: [email protected] or visit www.paulzimnisky.com.

Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.

  continue reading

76 episodes

Artwork
iconShare
 
Manage episode 513045320 series 2653235
Content provided by Paul Zimnisky. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Zimnisky or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this 75th episode of the Paul Zimnisky Diamond Analytics Podcast, independent mining journalist David McKay joins the show from Johannesburg, South Africa. The conversation begins with Paul recounting a multi-week journey he took through South Africa in 2023 and David sharing his views on the current economic and political state of the nation. Next, the two discuss the surge in gold prices and how this is impacting the gold mining industry. They then analyze the recent news of CEO departures from two of the top three largest gold miners, Newmont and Barrick, and then briefly touch on the platinum market. Finally, the conversation switches to Anglo American's restructuring aim to be more copper focused and the recent news of its merger of equals with Tech Resources. Paul and David finish with a deep dive on the current ongoing sales process of De Beers.

Hosted by: Paul Zimnisky

Guest: David McKay

Guest plug: www.miningmx.com

More information on PZDA's State of the Diamond Market report: www.paulzimnisky.com/products

A special thanks to this episode's sponsor A Diamond is Forever. This holiday A Diamond Is Forever is introducing Desert toned Diamonds, more information can be found here: www.adiamondisforever.com

Show contact: [email protected] or visit www.paulzimnisky.com.

Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.

  continue reading

76 episodes

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