Martin Hutchinson: You won’t read about it in the mainstream news, but the South African mining industry is in the fight of its life. That makes one investment a screaming buy.
You see, violent strikes have paralyzed several South African mines this year, including most recently the giant Lonmin platinum mine.
This isn’t a short-term problem, either, and it’s not related to conditions in the mining industry.
There’s a deep political agenda at play, which means the disputes are likely to be a severe ongoing problem.
But it’s the story behind the story that has my eye. Because for investors who can grasp what this crisis really means, the seeds of opportunity are about to take root.
Let me explain… (more)
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