Casey Sprake from Anchor Capital considers the situation not a point for immediate panic at the moment, but reminds us that what we are paying for power is globally ‘not that broadly out of context’.
Matete Thulare from RMB on the rand's resilience even as Trump bashes us and bonds weaken. Casey Sprake from Anchor on Eskom's challenges with denied price hikes, debt, and independent power producers. Simon's insights on investing in water, both personally and in your portfolio.
‘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.
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…
‘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.
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