[TOP STORY] Challenges at Evander Mines hit production, sales, Heps
MoneywebNOW
by Simon Brown
6h ago
‘At these gold prices we expect to be pretty much de-geared – including a nice increase in dividends in the next 12 to 18 months’: Cobus Loots, CEO Pan African Resources ..read more
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Residential property market turning a corner
MoneywebNOW
by Simon Brown
18h ago
Kea Nonyana from Scope Prime discusses PGMs and why there’s still no strong buy case, along with his biggest concerns for the year ahead. Cobus Loots, CEO of Pan African Resources, breaks down the latest results, including a drop in gold production and sales, and the conclusion of their hedging agreement. BetterBond's Bradd Bendall shares insights on the noticeable recovery in South Africa’s residential property market ..read more
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[TOP STORY] DeepSeek a boon for AI energy companies
MoneywebNOW
by Simon Brown
1d ago
‘I think a good place to invest for AI or AI-themed would be the infrastructure plays, as there'll be larger data centres and greater energy providers for AI’: Philip Short – Flagship Asset Management ..read more
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What will losing Agoa mean for SA?
MoneywebNOW
by Simon Brown
1d ago
Independent analyst Carmen Mpelwane breaks down the Santam update and the significant gap between expected EPS and Heps growth. Harry Scherzer, CEO of Future Forex, discusses the potential risks of South Africa losing its Agoa status. Philip Short from Flagship Asset Management explores how DeepSeek’s energy efficiency is unexpectedly boosting the outlook for AI energy companies ..read more
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[TOP STORY] Managing portfolios in the era of Trumponomics
MoneywebNOW
by Simon Brown
2d ago
As things rapidly change, 'the relative game is very much US equities over US bonds, even though the valuations might tell you the other way around’ is the view of Momentum Investments’ Herman van Papendorp ..read more
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Telkom update shows turnaround taking hold
MoneywebNOW
by Simon Brown
3d ago
Chantal Marx from FNB Wealth & Investments unpacks Telkom’s latest update, with weak revenue growth but strong mobile and data performance. Reza Hendrickse from PPS Investments discusses where the cash is going after selling down local bonds last year, while Herman van Papendorp from Momentum Investments shares insights on managing portfolios in the era of Trumponomics ..read more
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[TOP STORY] Mine streaming offers ‘very, very investible options’
MoneywebNOW
by Simon Brown
3d ago
‘Over the last number of years it's become harder and harder for, for example, oil, gas and coal companies to raise funding and financing to build mines. The streamers have jumped into that space to fill the niche’ – Keith McLachlan from Integral Asset Management ..read more
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SA’s economy still loves beer
MoneywebNOW
by Simon Brown
4d ago
Nick Kunze from Sanlam Private Wealth unpacks more strong US jobs data and more Trump risks, while Integral Investment Managers's Keith McLachlan explores ‘mine streaming,’ where funders are repaid in mined commodities. Beer Association of SA CEO Charlene Louw breaks down the scale of the local and global beer economy ..read more
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[TOP STORY] SA still hobbled by lack of growth and greylisting
MoneywebNOW
by Simon Brown
6d ago
‘We want to allow our investment people to spend a lot more time doing the human part of investing, rather than the stuff that the machine is going to do’: Stanlib CEO Derrick Mnisi ..read more
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Gold’s bull case still shiny
MoneywebNOW
by Simon Brown
1w ago
Odwa Magwentshu from Momentum unpacks updates from Kumba Iron Ore, Anglo Platinum and DRD. Derrick Msibi, CEO of STANLIB, discusses the changing face of managing money and whether we can get off the grey list this year. Simon offers his thoughts on managing your portfolio in the era of Trump volatility ..read more
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