‘We closed two mills in Europe and that enabled us to take substantial fixed costs out of the business’ – CEO Steve Binnie.

Independent analyst Carmen Mpelwane unpacks Truworths's weak update and Grindrod's Mozambique problems. Sappi CEO Steve Binnie on a strong end to the 2024 financial year. Simon's thoughts on finding snippets of useful, actionable data in the haystack.

In South Africa we can list both transparent or non-transparent actively managed ETFs. ‘I think that's what's driving some of the uptake’ – Niki Giles, head of strategy at Prescient Fund Services.

Petri Redelinghuys of Herenya Capital Advisors discusses his top Trump trade.
Joe Klopper from Independent Securities examines how Trump's victory could influence the South African economy.
Niki Giles from Prescient Fund Services unpacks the buzz around active ETFs.

Having exited the Sudan exploration for now and acquiring the former largest and highest-grade open-pit gold mine in Australia, the company is also expecting ‘fantastic success’ with Mintails – CEO Cobus Loots.

Matete Thulare from RMB discusses Sibanye-Stillwater’s recent production update, which hints that while challenges remain, the company may have put the worst behind them. Pan African Resources CEO Cobus Loots shares insights on suspending their exploration in Sudan while proceeding with the acquisition of an Australian gold mining asset. Meanwhile, Vukile Property Fund’s MD, Itumeleng Mothibeli, highlights how their community-focused approach is essential to achieving sustainable growth in the South African retail sector.

‘If we don't know how long that trend's going to be in place, why not just lock in the profits; tighten that stop-loss as the market moves into new high territory,’ suggests IG's Shaun Murison.

Kieran Witthuhn of Anchor discusses Boeing's challenges and potential opportunities amid strong demand. Redefine CEO Andrew König reviews results indicating a recovery in the local property sector. Shaun Murison from IG explains how charts can set targets when stocks hit all-time highs.

Keith McLachlan from Integral Asset Management highlights strong performance in two niche offshore stocks – Lotus Bakeries and Sprouts Farmers Market

Independent analyst Jimmy Moyaha previews a big week ahead with the US elections, FOMC, and BoE rate decisions.
Keith McLachlan from Integral Asset Management highlights strong performance in niche offshore stocks.
Absa's Sello Sekele notes October’s positive PMI data as a good sign for interest rates and consumer confidence.

Garth McKenzie of Traders Corner points out that CFD and futures providers are now compelled by law to put a note on the top of their website about what percentage of their clients lose money – for good reason.