The Editor's Desk - Mon 2 Fed 2026: Shoprite’s avalanche, Mining optimism, and the AI threat to software

Loading player...
Shoprite is crushing it while AI fears are hammering software stocks – join me as I explore what these major shifts mean for your portfolio. We also look at BHP’s vote of confidence in Orion Minerals and uncover fresh insights on the ‘Goolam’ mystery.
2 Feb 6AM English South Africa Investing · Business News

Other recent episodes

BN Daybreak - Fri 12 June 2026: Trump halts Iran strikes; SA's overlooked gold fortune; PA surge; World Cup fees

In today's BizNews Daybreak: Global markets rallied after President Trump halted planned military strikes against Iran. In South Africa, the Patriotic Alliance clinched a major by-election victory in Malmesbury, weakening established parties. Meanwhile, Alec Hogg unpacked South Africa’s overlooked multi-billion rand gold mining fortune. Finally, we highlight Adobe’s executive shakeup…
11 Jun 11PM 15 min

The Daily Edge: Gold at $4,100 and SA is sitting on a fortune it can't see

Alec Hogg opens with a thesis from Merrill Lynch veteran Dr. Duarte de Silva: South Africa's abandoned gold mines and tailings dumps — written off at $300–$800/oz — are generating margins above $3,000 per ounce at today's prices. The Witwatersrand Basin still holds as much gold as has ever been…
11 Jun 7AM 19 min