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Toro Energy Latest News

Toro Energy Update - November 2015

Toro Energy Update - November 2015

November 25th, 2015

Recent AnnouncementToro Energy has recently announced and released their Public Environmental Review (PER) as part of their proposal to extend the Wiluna Uranium Project. The extended project will include the mining of two additional deposits - Millipede and Lake Maitland. The PER is reviewed by State and Federal Government as[...]

Toro Energy: new resource and exploration drilling commences

Toro Energy: new resource and exploration drilling commences

June 1st, 2015

Toro Energy recently announced two new drilling programmes on its key Wiluna Project asset and on the Wiso Basin held jointly with Areva Australia Resources. Both drilling programmes are positive news for Toro Energy and show a continued ability by Toro Energy management to proactively steer the company through a[...]

Toro Energy - A Political Risk Assessment of Australia’s Uranium Mining Sector

Toro Energy - A Political Risk Assessment of Australia’s Uranium Mining Sector

May 19th, 2015

Table of Contents Executive summary Risks in Mining Political and Social Risks The Australian Political Landscape Focus on Western Australia Western Australia’s Mines Current Political Climate Election Outcome Implications Selection of Offtake Partners Focus on Toro Energy Risk Mitigation Offtake Partners Conclusion     Executive summary Mining, and uranium mining, in particular, is an evocative issue. The real and perceived threat of environmental contamination from the disturbance,[...]

Toro Energy News - Recent Update 23 February 2015

Toro Energy News - Recent Update 23 February 2015

February 26th, 2015

Toro Energy - Changes to the Board The composition of the Toro Energy Board has undergone two notable changes as recently announced by the company. Firstly, Dr Erica Smyth the current Chairman and Non-Executive Director is stepping down from both roles after a nine year interval. Dr Smyth is a[...]

 

 

RealCap Latest News

South Africa Retains Investment Grade

South Africa Retains Investment Grade

December 2nd, 2016

In a highly anticipated decision, S&P has elected to affirm South Africa’s credit rating on foreign currency denominated government debt at its current investment grade, just one notch above “junk”. This was considered the less likely option by economists that were surveyed by Bloomberg in November. The ratings agency did,[...]

Emerging Market Currencies Get

Emerging Market Currencies Get "Trumpled"

November 14th, 2016

In the wake of the largely unexpected election win by Donald Trump, markets have reacted in some interesting ways. The US market reacted initially with a sell-off, but then whip-sawed into a mild relief rally. Treasuries are selling off and yields are rising on the back of what commentators are[...]

You Can, I Can, We All Can For Nissan

You Can, I Can, We All Can For Nissan

October 28th, 2016

The recent decision by Nissan’s CEO, Carlos Ghosn, to locate production of the new Qashqai and X-Trail at the Sunderland plant in the UK provokes some thought. In particular, exactly what decisions are being made within the UK government, as well as exactly what was agreed when Ghosn met Theresa[...]

Saboteurs, Luddites and Automation

Saboteurs, Luddites and Automation

October 14th, 2016

Automation, a buzzword one often comes across, is not new. Indeed, automation has been replacing jobs in industry for hundreds of years; a romanticised etymology of “saboteur” has it that workers who were displaced by mechanical looms would retaliate in anger by throwing a wooden shoe, or “sabot”, into the[...]

What’s the Fuss about Machine Learning?

What’s the Fuss about Machine Learning?

June 23rd, 2016

One of the more exciting new fields in statistics and data analytics is that of machine learning. If you haven’t heard of it, you’ve almost definitely been affected by it. Companies and organisations from Netflix, Google, Apple, General Electric and even the NBA utilise and have used machine learning analysis[...]

Why Negative Rates are Bearish for Banks

Why Negative Rates are Bearish for Banks

May 5th, 2016

As developed economies grapple with the ever looming threat of deflation (which for France, Japan and Switzerland among others, is actually a reality), their respective central banks are turning to extreme measures to try and induce inflation. The measures? Breaking through the zero lower bound on interest rates and making them negative.[...]

Is the Rand Really all that Leveraged to Commodities?

Is the Rand Really all that Leveraged to Commodities?

March 31st, 2016

An oft-heard statement in financial media is something akin to the following:“Emerging Market currencies, such as the South African Rand, are under pressure due to their reliance on commodities”USDZAR – December 2015 Through March 2016 PerformanceSource: BloombergWhile this sentiment makes a bit more sense when considering South Africa’s stock market,[...]

Buy and Hold – The Simplest Investment Strategy

Buy and Hold – The Simplest Investment Strategy

February 29th, 2016

To time the market or not to time the market, that is the question which plagues investment professionals the world over. There is something intrinsically (at first) appealing to the idea of timing the market (and eschewing the buy and hold strategy) – consider the following scenario.The market has dropped[...]

S.A Income Tax Rules and Foreign Investment

S.A Income Tax Rules and Foreign Investment

February 8th, 2016

Income Tax Rules are “Acting” Up. The allure of foreign markets gleams ever brighter in the turbulent market conditions facing the ordinary South African investor. Considering that since December the JSE All Share Index has lost 4.22% and dropped (at its worst) 10.19%, and that the Rand has lost 10.93%, investors[...]

Investment Outlook: 2016

Investment Outlook: 2016

January 6th, 2016

Macroeconomic OutlookCentral Bank PoliciesFollowing Mario Draghi’s statement made at the December meeting of the ECB, the global macroeconomic environment should be dominated by a dichotomy of central bank policy this year. On the one hand, the December 2015 rate rise by the U.S Federal Reserve and 2016 rate hike schedule[...]

Water, Water, Everywhere Nor Any Drop to Drink

Water, Water, Everywhere Nor Any Drop to Drink

December 18th, 2015

Water is the great-granddaddy of commodities. While the world is experiencing a largely supply induced commodity collapse, the most important commodity of all is slowly disappearing in many countries. This may at first seem to be a misleading statement – 2/3’s of the Earth’s surface is covered in water and[...]

Can the U.S Dollar Keep Appreciating?

Can the U.S Dollar Keep Appreciating?

December 9th, 2015

The U.S Dollar’s strength has been among the most closely followed stories in the financial news this year. A number of important events and factors have been built into the current level of the Greenback, however arguably the most important would be the U.S Federal Reserve’s monetary policy.After almost a[...]

RealCap Global Market Overview

RealCap Global Market Overview

December 4th, 2015

Words can move the global market. Nowhere is this truer than in the U.S, where the most newsworthy topic influencing investment markets continues to be whether or not the U.S Federal Reserve (the Fed) will hike interest rates. Solid economic performance this year placed the rate hike on the agenda[...]

The Greek Banking Sector is Rebuilding

The Greek Banking Sector is Rebuilding

November 25th, 2015

The Greek banking sector has taken an absolute hammering in the past 6 months, losing 86% of value on the back of capital controls and the impact of political uncertainty stifling economic activity.Source: BloombergThe impact of mass withdrawals by panicked households resulted in a leakage of approximately €37 billion out[...]

China - An Economy in Transition

China - An Economy in Transition

November 5th, 2015

This year marks the 13th edition of the Chinese Communist Party’s Five Year Plan, a vision for the economy put into motion every half decade. The official name is, however, “Five Year Guideline”, with this term being adopted from the 11th Plan to indicate their intention to shift away from[...]

Chinese Ghost Cities

Chinese Ghost Cities

September 14th, 2015

The Chinese property market has been in a decline for about 2 years now. The problem? Oversupply.Economic law teaches us that an increase in supply for any good creates downward pressure on its price. To get a sense for the size of this oversupply, one needs to understand that we[...]

The Chinese Equity Bubble is Popping

The Chinese Equity Bubble is Popping

July 9th, 2015

The Chinese equity rally began in earnest in late November 2014, climbing 7.25% in one week alone. Fast forward to Monday 15 June 2015 and the euphoria had all but evaporated. From 12 to 19 June the Shanghai stock exchange dropped 13.32% and it continues to come crashing down, having[...]

Crude Oil prices -

Crude Oil prices - "Caught between “Iraq” and a hard place"

February 12th, 2015

In less than a year, the price of crude oil has (literally) halved. Actually, it has more than halved – Brent crude was trading at around $115 per barrel last June and closed on Friday the 6th of February at around $57. A drop of 50.4% to be precise.Hectic scenes[...]

Russia -

Russia - "The Colder War"

December 2nd, 2014

“Wise men say only fools “Russia” in, but I can’t help falling in love with you.” On the last episode of “The Colder War”… How time flies when the world is experiencing serious global geopolitical tensions! For those just tuning in – a quick summary…2014 MarchRussian forces help separatists seize power in[...]

"SSI - Social Sentiment Indicators”

August 26th, 2014

#realcapaugustnewsletter #getwiththeprogram  On November 11 2013, a few minutes after 8 a.m. EST (Eastern Standard Time), news leaked out from a Canadian newspaper that Blackberry’s $4.7 billion buyout had collapsed. Wall Street wouldn’t find out for a full 180 seconds, when the newswires picked up the report in real time. Investment clients[...]

Sun, wind and drain

Sun, wind and drain

August 18th, 2014

Wind and solar power are even more expensive than is commonly thought SUBSIDIES for renewable energy are one of the most contested areas of public policy. Billions are spent nursing the infant solar- and wind-power industries in the hope that they will one day undercut fossil fuels and drastically reduce the[...]

Financial Bubble about to burst?

Financial Bubble about to burst?

July 16th, 2014

"Double, double toil and trouble. Fire burn and cauldron bubble."Shortly after the three witches cast their spell, Macbeth enters to enquire about his future and the three witches tell Macbeth about a number of things he should be concerned about. If Macbeth was an investor in today’s markets I wonder[...]

Growing Older

Growing Older

June 9th, 2014

“Globally the number of older persons (aged 60 or over) is expected to more than double from 2013 to 2050 to reach 2 billion people – 21% of the global population. This demographic shift will create challenges and opportunities.” Growing older faster Aging populations result from a reduction in mortality coupled with[...]

Fossil Fuel Addiction

Fossil Fuel Addiction

May 13th, 2014

“The IPCC1 has recently released two parts of its Fifth Assessment Report – Climate Change 2014: Mitigation of Climate Change and Climate Change 2014: Impacts, Adaptation and Vulnerability. We all need to take note of the findings.”   The Greenhouse Effect Greenhouse Gases (GHG) refer to all gases within the atmosphere (water vapour,[...]

Cold War v2.0

Cold War v2.0

April 22nd, 2014

“November of this year will be 25 years since the fall of the Berlin Wall and arguably the symbolic end of the Cold War. History never repeats itself, but it rhymes – are we seeing version 2.0 of the Cold War in 2014?” A lesson in history The Cold War is named[...]

Chinese Colonialism

Chinese Colonialism

April 16th, 2014

“Is China becoming the new colonial power in Africa?” To the colonies and back again The African continent went through a period of rapid colonisation between 1880 and 1900 as European nations sought to gain control over raw materials, land and labour; this time period is commonly referred to as “The[...]

Overview Ukraine - Geopolitical Commentary

Overview Ukraine - Geopolitical Commentary

March 7th, 2014

Historic context Russia believes Ukraine is part of Russia; Ukraine (parts of it) believe they are an independent nation with ties to Europe The Crimean peninsular has been repeatedly colonised and occupied over the centuries The Russian Empire annexed Crimea in 1783 after numerous wars with the Ottomon Empire The Crimean War of 1853-56[...]

Gold Flow

Gold Flow

March 5th, 2014

“There has been a distinct flow of physical gold from West to East. What does this means for gold’s place in the world – should it have been bronze, silver and bitcoins1 awarded in Sochi?” Empty the vaults The Federal Reserve Bank of New York vault sits 5 storeys deep underground, anchored[...]

$1.5M Placement From RealFin Capital Partners

$1.5M Placement From RealFin Capital Partners

February 28th, 2014

Western Australian uranium mine developer, Toro Energy Limited (ASX: TOE), is pleased to advise that South African investment fund, RealFin Capital Partners (RealCap) has subscribed early for a second time for shares under the broader $10 million equity subscription investment package (Subscription Agreement)1 announced on 24 December last year. RealCap has[...]

Rand(om) behaviour?

Rand(om) behaviour?

February 13th, 2014

“The Rand has weakened fairly dramatically over the last few months – should we be alarmed by the latest gyrations, or are these recent movements not random at all, but run-of-the-mill for an emerging market currency?” How volatile is volatile? Investors have become far more familiar with concepts like volatility1 and skew2[...]

Advanced $1M Placement From RealFin Capital Partners

Advanced $1M Placement From RealFin Capital Partners

February 3rd, 2014

Toro Energy Limited (ASX: TOE) is pleased to advise that it has received subscription instructions from RealFin Capital Partners (RealFin) for a further $1M of ordinary shares in Toro Energy ahead of the 28 February 2014 subscription cut-off date. Consistent with the RealFin Subscription Agreement1 the $1M placement will consist of[...]

Toro secures $10m in funding

Toro secures $10m in funding

January 29th, 2014

UPDATE 11.50am: Toro Energy says it has secured $10 million in new funding from a South African fund manager via an equity subscription agreement. RealFin Capital Partners will initially invest $5 million in three tranches with the option of another $5 million equity subscription before July 1 next year. The first tranche[...]

Coffee and

Coffee and "I love Chinese food”

October 18th, 2013

...a collection of ad hoc observations, news snippets and quirky musings that we hope you will find informative, interesting and enlightening. 18 October 2013A song titled “I Love Chinese Food”, sung by 12-year-old Alison Gold and released on YouTube has gone viral, garnering over 8 million views since it was uploaded[...]

A Personal Letter

A Personal Letter

September 25th, 2013

The U.S. Federal Reserve's decision not to taper its quantitative easing programme in September (i.e. cut back on monthly purchases of USD85 billion worth of bonds) surprised most financial market participants. Here's a (satirical) 'personal' letter from Fed Chairman Ben Bernanke in the wake of some incredulous responses from market[...]

Captain’s Log

Captain’s Log

September 17th, 2013

Postcard from the edgeIt took 36 years for NASA's Voyager 1 spacecraft to reach the edge of the solar system. To be precise, Voyager 1 recently ventured out of the heliosphere into interstellar space. Voyager 2, its sister craft which was also launched in 1977, is not far behind. The enormity[...]

Nevermind that it smells like teen spirit*

Nevermind that it smells like teen spirit*

September 3rd, 2013

Srsly?! It seems the use of slang has multiplied with the exponential growth of social media and mobile phone messaging services. Gone are the days of old-fashioned letter correspondence. Punch your message through in 140 characters or less (Twitter). Speak in headlines. Reduce, re-use, recycle for emphasis. Twerk ("dance to popular[...]

History 'rupee-ding' itself?

History 'rupee-ding' itself?

August 18th, 2013

We bring you a collection of ad hoc observations, news snippets and quirky musings that we hope you will find informative, interesting and enlightening. Obsolete technology. Stop. Must innovate. Start.In July this year, the last telegram sent in India was booked in a Central Telegraph Office in New Delhi, marking the[...]