Clothing retailers could be 2024’s winners

CEO Gary Chaplin notes: ‘We generated close to R500 million of free cash – and that is a key focus for the new CEO coming in’.

Nick Kunze from Sanlam Private Wealth on Northam Platinum delivering decent results, even as PGM prices remained under pressure, while gold closed out the month firmly with a bullish move higher. KAP CEO Gary Chaplin reflects on a tough set of results, but highlights that the group’s new production facilities…

‘The world just needs a lot more power and it's going to struggle to find it,’ points out ASPI CEO Paul Mann.

Odwa Magwentshu from Momentum on Implats, Rainbow Chickens, and Stadio results. ASP Isotopes CEO Paul Mann on their inward JSE listing, the Renergen deal, and growth plans. Simon on Trump’s impact on the Fed.

‘We are struggling with staff retention, and there are a lot of legislated increases across the world pushing wage levels higher' – CEO Bernard Berson.