Gold Fields cost increases a concern

Loading player...
Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned?
Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations or RPOs surge to almost $ 1.5 trillion.
8 May 1AM English South Africa Business News · Business

Other recent episodes

Altron earnings quality continues to improve

Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic…
3 Nov 12AM 21 min

Clicks is cheap, but not yet a buy

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections matter, but shouldn't drive your investment strategy. And Herschel Jawitz, CEO of Jawitz Properties, looks at why local elections are crucial…
2 Nov 12AM 18 min