The Editor's Desk - Tuesday 9 December 2025: The R915 wake-up call - Why I’m rethinking long-term contracts

Value investor Piet Viljoen breaks down Mr Price’s German gamble, Spar’s costly EU exit, Famous Brands’ offshore stumble, and why HCI’s buybacks make far more sense than chasing “expensive fairy tales” abroad. From Eskom’s industrial rescue talks to Transnet’s slow turnaround and the ANC’s political bluster, Viljoen gives Alec Hogg…

Retail giant Mr Price tanks 13% after its surprise Germany deal. Eskom’s showdown with Glencore, Merafe and smelters raises fresh questions despite government cheerleading. The Bank for International Settlements warns gold may be entering bubble territory, and Allan Gray shakes up the market with new global ETFs on the JSE…

Eskom has given ferrochrome smelters a three-month stay of execution, but Peter Major warns that the real battle is only beginning. In this explosive MiningWeb Weekly, Major breaks down why SA industry is collapsing under electricity costs, what China is doing right, and why government must choose competitiveness over ideology…

In the latest edition of the Electoral Road Show with Chris Steyn, Elections Analyst Wayne Sussman dissects the results of last night’s by-elections. The African National Congress (ANC) was hit by a significant loss of voter support in its traditional stronghold of Ekurhuleni, the home of the looted Tembisa Hospital…

I unpack Mr Price’s R10bn German gamble, misaligned executive incentives, and why OUTsurance and Famous Brands stay on his watchlist – not yet in the BizNews portfolio.