The Money Show market update with Investment Analyst Siya Mbatha Podcast By  cover art

The Money Show market update with Investment Analyst Siya Mbatha

The Money Show market update with Investment Analyst Siya Mbatha

Listen for free

View show details

📌 Premier Group

  • Expected full-year earnings growth of 20-30%
  • Maintained margins despite soft commodity cost increases
  • Strong capital expenditure discipline and pricing strategy

📌 Raubex

  • Earnings set to rise to 25%
  • Diversified away from Sanral into infrastructure and mining
  • The Bauba acquisition is promising but poses cash flow challenges

📌 Gold Fields

  • Share price down 5% after Gruyere Gold Mine offer rejected
  • Concerns over overpaying at elevated gold prices
  • Investors cautious about large-scale M&A activity at the top of the cycle

Thanks for listening! Follow us on Linkedin.

No reviews yet