Analysen von Christopher Nicholson
| 26.10.12 | Lonmin equal-weight | Morgan Stanley | |
| 04.10.12 | Pan African Resources overweight | Morgan Stanley | |
| 04.10.12 | Gold Fields overweight | Morgan Stanley | |
| 04.10.12 | DRDGold equal-weight | Morgan Stanley | |
| 04.10.12 | AngloGold Ashanti overweight | Morgan Stanley | |
| 28.08.12 | Anglo American equal-weight | Morgan Stanley |