Costs prove a problem at this stage of the commodity cycle

Loading player...

Schalk Louw from PSG Old Oak on the Sibanye-Stillwater update: Earnings fall ±R6 billion, and debt covenants are at risk.
Sean Walsh, CEO of KAL Group, unpacks results as revenue slips slightly, but earnings increase 7%. Caroline Naylor-Renn, COO of 10X Investments, discusses strategies for saving for children and leveraging their tax-free savings accounts.

13 May 2024 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Afrimat’s strategic moves in a shifting commodity market

Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution’ – Afrimat CEO Andries van Heerden.

24 Oct 3AM 8 min

Has Sasol’s long recovery finally taken hold?

PSG Wealth’s Schalk Louw on Sasol’s strong update that investors cheered, and Clicks’s steady top-line growth paired with a sharp Heps rebound. Afrimat CEO Andries van Heerden on resilient results as Lafarge SA operations improve and local iron sales surge. Plus, Simon weighs in on gold’s sudden ‘collapse’ – and…

24 Oct 1AM 20 min

[TOP STORY] Executive pay rebounds strongly in 2025 survey

PwC’s Leila Ebrahimi suggests we need to see pay for performance as an opportunity ‘not to get distracted by the numbers’.

23 Oct 3AM 6 min

Fund managers switching to local equities

Independent analyst Jimmy Moyaha on Famous Brands’s results – modest growth but a note of cautious optimism ahead – and the question on everyone’s lips: where does gold’s slide end? John Morris from Bank of America unpacks why local fund managers are favouring domestic equities – and which sectors are…

23 Oct 1AM 22 min

[TOP STORY] Global significance of the yellow metal’s record streak

‘Gold typically performs well when the dollar is under pressure, but currently it's totally out of whack’ – Citadel Chief Economist Maarten Ackerman.

22 Oct 3AM 6 min

All episodes