Anglo-American vs. BHP Group
Anglo-American rejects BHP Group's offer, unveils its own restructuring plan.
Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses.
Focus on high-quality iron ore and copper assets.
Discusses shareholder likelihood of accepting Anglo-American's plan over BHP Group's offer.
Discussion on lab-grown diamonds and potential impacts on the market.
Market Insights
Tencent's positive results impact Naspers and Prosus. 02:09
NASDAQ and S&P close at all-time highs.
Analysis of South African market trends, influenced by gold stocks, Naspers, Prosus, Richemont, and Rand strength. 03:51
Discussion on upcoming elections' market impact.
NHI bill signed, causing sell-off in healthcare stocks. 06:19
US imposing more tariffs on China, strategic implications discussed. 08:30
Company Highlights
Positive financial results from Calgro M3* and Raubex.
Calgro M3 reports good numbers, discusses share buybacks and future prospects 11:30
Raubex impresses with strong financial performance, diversification strategies. 13:10
Preview of forthcoming corporate earnings announcements and economic data releases. 18:24
Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results.
* I hold ungeared positions.
Simon Brown