Transaction Capital still not cheap

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Lonwabo Maqubela of Perpetua Investment Managers on Stadio results as they boost their dividend by almost 90%. Patrick Mathidi from Aluwani Capital on Transaction Capital, any hope for the share? Anton Eser from 10X Investments, on the SVB crisis, how bad is it? Is it spreading?

16 Mar 2023 1AM English South Africa Business News · Business

[TOP STORY] The low-risk, high-reward world of mine streaming

Keith McLachlan and Simon Brown explore this funding source for mining companies, comparing the situations of Franco-Nevada and Barrick Mining.

30 Mar 3AM 6 min

Why you need a Q1 portfolio check-in

Nick Kunze from Sanlam Private Wealth unpacks the uncertainty grinding markets lower, while Reinet finally exits its stake in Pension Insurance Corporation for £2.9 billion. Keith McLachlan from Element Investment Managers explains streaming mining companies, how they work, and why they continue to attract investor interest. Plus, Satrix’s Siyabulela Nomoyi…

30 Mar 1AM 20 min

[TOP STORY] Oil makes the world go round, insurance is the lubricant

Meryl Pick of Old Mutual Investment Group explores the complexities of maritime insurance and underscores its crucial role in maintaining global trade and economic stability.

27 Mar 2AM 7 min

No rush to be buying in this market

Gary Booysen of Rand Swiss weighs in on FirstRand upping its stake in Optasia. Will they one day buy it out? Plus, analysis on the market as the war marches on. Buy the dips? Buy gold? What about coal? Meryl Pick of Old Mutual Investment Group on why the closure…

27 Mar 1AM 21 min

[TOP STORY] Energy prices can reshape monetary policy decisions

Albert Botha from Ashburton Investments considers fuel-price consequences, the MPC decision and the stagflation spectre. Are we in for a rough ride?

26 Mar 3AM 6 min