This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Market concerned about Sibanye-Stillwater production guidance

Loading player...

Independent analyst Jimmy Moyaha on the Sibanye-Stillwater Q1 update that shows SA PGMs still produce the majority of the profit. Jako de Jager from Momentum on thematic investing in megatrends. Chris Harmse from Sequoia Capital Managers talks US inflation data due on Wednesday afternoon, the expected is 5%..

10 May 2023 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future

‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.

24 Aug 2AM 6 min

Cell C results: Is the value proposition compelling?

Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today’s share price.

24 Aug 1AM 22 min

[TOP STORY] Preferring active over passive in the current environment?

Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.

21 Aug 2AM 6 min

Spur with a taste for dividends

Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.

21 Aug 1AM 19 min

[TOP STORY] The complex forces behind July’s inflation drop

Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

20 Aug 2AM 5 min

All episodes