Junior mining: Critical, yet challenging

Loading player...
Chantal Marx FNB Wealth & Investment on ASP Isotopes as they announce Renergen has a first contract fo the supply of helium.

Jason Swartz, Portfolio Manager, Old Mutual Investment Group on the Thucydides Trap and what Xi Jinping meant at teh recent US China summit.

John Loos independent Economist on the SARB Composite Leading Business Cycle Indicator falling in April.
24 Jun 1AM English South Africa Business News · Business

Other recent episodes

Is Mondi a buying opportunity at the bottom of the cycle?

Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to Woolies's trading update, which points to a challenging second half. Elana Nel from Ninety One explains whether a foreign trust has a place in your estate…
31 Jul 1AM 20 min

Valterra proves best-in-class among PGM miners

Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take on the latest FOMC decision. Andrea Slabber from Trade Intelligence joins us with fresh insights into SA's R109 billion liquor retail market. Kasief Isaacs, CEO of Creation Capital, discusses…
30 Jul 1AM 20 min