Gold sets sights on $2 500 by year-end

Loading player...

Petri Redelinghuys from Herenya Capital Advisors on the all-time highs for gold and bitcoin, what are his targets? Ross Yammin Laurium Capital on his feedback from the Novo Nordisk Capital Markets day and the future of the GLP-1. Simon's thoughts on SA Inc as logistics, Eskom and interest rates hurt.

8 Mar 2024 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Turning the world of retail investing on its head

David Lloyd, CEO of King Alexander Investments, describes his company’s unconventional ‘only pay when you're winning’ fee structure.

9 May 3AM 9 min

AB Inbev: A mature stock but priced for growth

Carmen Mpelwane unpacks AB InBev’s rising profits despite falling beer sales. David Lloyd of King Alexander Investments introduces a fresh take on LISPs with flat fees and guarantees. Plus, Simon weighs in on subscription fatigue – are we paying too much for too many?

9 May 1AM 20 min

[TOP STORY] Estée Lauder’s new management needs to fix the business’s investment case

The company presents ‘a sad story and really a cautionary tale for investors, particularly quality investors,’ following a series of unfortunate events – Tasneem Samodien from Old Mutual Private Wealth.

8 May 3AM 6 min

Strong Palantir results, but valuations worry investors

Independent analyst Jimmy Moyaha unpacks Palantir Technologies — strong results and raised guidance, but the stock still tumbled over 10%. Tasneem Samodien of Old Mutual Private Wealth looks into Estée Lauder’s dramatic 80% decline. What went wrong, and is there value to be found or reason to steer clear? Michael…

8 May 1AM 20 min

[TOP STORY] Sylvania Platinum delivers sustained debt-free Q2 performance

The 'Thaba JV will give us significant chrome revenue, obviously with a lower-risk co-production model’ – CEO Jaco Prinsloo.

7 May 2AM 5 min

All episodes