Insights
Thinking from across the Group.
How the Group thinks about the sectors it works in, and why it is built the way it is.
Mining
Why African mining projects need patient capital
Long development timelines and cyclical commodity prices mean the right capital structure matters as much as the resource itself.
Logistics
The hidden cost of moving goods across African borders
Freight delays rarely show up in the headline price — they show up in working capital and missed windows.
The Group
Why we keep each business independent
Shared brand, separate risk: the thinking behind running five businesses as five distinct companies.