POC Pipeline
Candidates for the scorecard proof-of-concept: their documents, their 12 questions, our measured answer.
| Candidate | Segment | Why them (basis) | Score | Status | Next action |
|---|---|---|---|---|---|
First move: Warm intro via the pilot; offer the scorecard on their TRS + annual report. | Gold tailings operator | Live disclosure cycle (S-K 1300-style TRS + annual report), corpus already in hand, retreatment is their whole story. | 86 | ||
First move: Offer a consultancy-seat POC on their archive; build the referral loop. | Environmental consultancy | Owns the pain daily (client reports, EIAs, HIAs); a POC makes them faster on every client — channel partner, not just customer. | 79 | ||
First move: Intro via their technical report team; POC on the 2026 MR/MR. | Mid-tier gold | Files MR/MR and GISTM disclosures; Mogale retreatment live; mid-size means access. | 78 | ||
First move: Approach the tailings/closure function; scope a closure-provision question set. | PGM/gold major | 41 TSFs under management, GISTM cycle, closure-provision reporting; WRTRP/HIA documents already read by us. | 73 | ||
First move: One warm intro per bank/law firm; offer a data-room pilot. | Bank / law firm | Deal deadlines create urgent need; repeat flow; reference value in the finance world. | 73 | ||
| community 25.7% First move: Approach the tailings/sustainability function; POC on GISTM conformance and closure-plan questions. | Community-linked PGM | Pilanesberg Platinum Mine with deep Bakgatla-Ba-Kgafela community shareholding (25.7% per its SEC-filed structure) — GISTM/dam-safety and closure questions across PGM tailings, plus a governance story no other operator has: the community IS a shareholder. | 68 | ||
| 91% black-owned First move: Approach via the group sustainability/closure function; offer a document-intelligence POC over their environmental and closure reporting. | Black-owned coal major | 91% black-owned and controlled — four black anchor shareholders (Masimong, Thebe, ZICO, CIH). Large legacy asset base with closure, discard and water-liability documentation; the reference name in black-owned mining, and a credible JV partner for surface/retreatment assets. | 66 | ||
| 100% black-owned First move: Direct approach to their executive team; POC on the licence and environmental file for one operation. | 100% black-owned mid-tier | 100% black-owned and managed mid-tier miner (coal, diversifying) — small enough to answer the phone, big enough to have real TSFs, discard facilities and licence files. Natural first partnership conversation for the own-a-dump sequence. | 64 | ||
| majority black-owned First move: Direct approach; POC on one colliery’s licence and compliance file. | Majority black-owned coal | Majority black-owned Mpumalanga coal group (Rirhandzu and others) — growing footprint across several collieries means repeat POCs and an expansion path; discards and water files give the document work real teeth. | 62 | ||
First move: Via the tailings function; POC on GISTM conformance questions. | PGM major | Fresh GISTM 2026 disclosure; large pipeline of tailings facilities. | 59 | ||
| 100% black-owned First move: Introduction through the Motsepe-Radebe network; position as the intelligence layer for their assets and any retreatment plays. | Black-owned diversified (PGM/chrome/gold) | 100% black-owned since the 1990s group (Bridgette Motsepe-Radebe); PGM, chrome and gold/uranium interests. Highest reference power in black mining networks; JV and asset-partnership conversations become possible where they simply are not with the majors. | 55 | ||
| 100% black-owned First move: Network introduction; exploratory discussion on asset and intelligence collaboration. | 100% black-owned diversified | 100% black-owned, controlled and managed exploration/development group (manganese, iron ore) — a development-stage operator that may hold or pursue surface assets; the partnership conversation is about access and standing rather than a current document pile. | 46 |
Showing 12 of 12 candidates · Ratings are hypotheses from public information — edit them as conversations happen. Stored in this browser only.