Ben 1919 I too have S.A. friends with similar views on the situation in S.A,, present and future.
Chances are that the nationalisation rhetoric becomes reality after Mandela's death.
If believe China may step in with some "assistance capital" (LOL) prior to Mandela's passing, sufficient to satisfy local S African sovereignty and thereby quell otherwise greater economic and social upheaval, yet take over much of its sovereign assets (As it is pursuing in Australia the Pacific and South America).
Any disruption in Africa will impact the price of commodities and PMetals with an upward nudge to the current trend IMO.