Lions Bay Capital Targets 4.5m Ounces of Gold in SA
Lions Bay Capital announced a definitive offer to acquire the Vantage gold assets in South Africa, a portfolio that includes underground mines, processing facilities and an estimated 4.5 million ounces of gold. The transaction is being executed through a newly formed South‑African subsidiary, Lions Bay Resources SA, in partnership with London‑listed Metals One. Lions Bay Resources will be owned 35 % by Lions Bay Capital, 35 % by the Salamander management team led by former Harmony Gold CEO Graeme Briggs, and Metals One holds an option to increase its stake to 30 %. The Vantage assets have been in business rescue since a 2015 accident, and the proposed scheme aims to resolve the nine‑year creditor stalemate. John Burn highlighted that the first operational step will be a tailings re‑processing plant expected to generate cash within six months, followed by a phased underground restart targeting 60,000 ounces annually in the first three years. Upon creditor approval at the April 9 meeting, the company will release $10 million to settle roughly $6 million in unpaid wages. If successful, the deal could add a significant gold producer to Lions Bay’s portfolio, enhance South Africa’s output, and potentially lead to a separate listing for the Vantage operation, offering investors exposure to a high‑grade, low‑cost resource at a time of rising gold prices.
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Metals One Funding for the Gold Acqusition
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Renowned Fund Manager Greg Coffey Takes a Near 10% Stake in Harena
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How Pathos Communications Is Rethinking PR
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2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott
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