• Extracting value from overlooked mines (Vuslat Bayoglu Interview)

  • Mar 5 2025
  • Length: 47 mins
  • Podcast

Extracting value from overlooked mines (Vuslat Bayoglu Interview)

  • Summary

  • We had the opportunity to sit down Vuslat Bayoglu, a man who knows more then most about running an African mining business.


    Vuslat leads Menar, a private mining & investment company, that has bought assets from Rio in the past and understands the intricacies of operator in a tough market. He gave us the 101 on the much-maligned SA power situation, how he assess the pros & cons of operating in Africa as well as how to extract value from overlooked projects.


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    (0:00:00)Introduction


    (0:02:25)Investment landscape in South Africa


    (0:08:25)Private vs Public


    (0:11:56)Local SA knowledge


    (0:15:15)Infrastructure constraints in SA


    (0:19:49)Mineral endowment


    (0:29:58)Coal transactions


    (0:33:12)Natural Gas pricing


    (0:36:40)SA downstream production

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