Anglo Plat and De Beers both facing existential crisis

Loading player...

Independent analyst Jimmy Moyaha discusses the latest developments around Anglo American. The miner wants to spin out Anglo Platinum and De Beers to create value. Could De Beers return to the JSE after delisting in 2001?
Octodec MD Jeffrey Wapnick discusses the company's interim results.
Sanan Pillay from Sanlam Investments on navigating alternative investments and finding the right fund manager.

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

Other recent episodes

[TOP STORY] From climate and disease to tariffs: The complex landscape of SA’s agriculture

‘We've seen with Covid once you're not in a market you start losing that shelf space, so it is fairly important that we maintain that status – Abrie Rautenbach from Absa AgriBusiness.

14 May 2AM 6 min

Gold still fund managers' fav

Scope Prime’s Kea Nonyana unpacks Exxaro’s manganese move — and whether a truce on tariffs could dull gold’s sparkle. Absa’s Abrie Rautenbach weighs in on how tariffs are biting into South Africa’s agri sector. Tax Consulting SA’s John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.

14 May 1AM 19 min

[TOP STORY] Office market stuck in neutral, says Redefine, as demand remains absent

CEO Andrew König shares on the robust industrial sector, the Polish portfolio and the growing benefit of solar energy in business.

13 May 3AM 6 min

Lewis: After a strong update, it's still cheap

Alex Duys of Umthombo Wealth highlights Lewis Group’s strong trading update and Boxer’s solid first results as a listed company. Redefine CEO Andrew König notes continued pressure in the local office sector, while Poland nears full occupancy. Calgro M3 CEO Ben Pierre Malherbe reports a sharp revenue drop but resilient…

13 May 1AM 19 min

[TOP STORY] Sappi Q2 2025 results show revenue flat year on year

‘With all the fun and games going on between President Trump and the Chinese ... the retailers out of the US are not really ordering clothing and unfortunately everybody is adopting a wait-and-see attitude which has a knock-on effect on the selling prices [of dissolving wood pulp]’: CEO Steve Binnie.

12 May 3AM 6 min

All episodes