התחל במצב לא מקוון עם האפליקציה Player FM !
Anglo has a plan to beat BHP Group, is it any good? (#587)
Manage episode 418525148 series 2946253
- Anglo-American rejects BHP Group's offer, unveils its own restructuring plan.
- Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses.
- Focus on high-quality iron ore and copper assets.
- Discusses shareholder likelihood of accepting Anglo-American's plan over BHP Group's offer.
- Discussion on lab-grown diamonds and potential impacts on the market.
- Tencent's positive results impact Naspers and Prosus.
- NASDAQ and S&P close at all-time highs.
- Analysis of South African market trends, influenced by gold stocks, Naspers, Prosus, Richemont, and Rand strength.
[caption id="attachment_42112" align="aligncenter" width="849"] Top40 close 15 May 2024[/caption]
- Discussion on upcoming elections' market impact.
- NHI bill signed, causing sell-off in healthcare stocks.
- US imposing more tariffs on China, strategic implications discussed.
- Positive financial results from Calgro M3* and Raubex.
- Calgro M3 reports good numbers, discusses share buybacks and future prospects.
[caption id="attachment_42113" align="aligncenter" width="849"] Clagro M3 close 15 May 2024[/caption]
- Raubex impresses with strong financial performance, diversification strategies.
Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results.
Simon Brown
528 פרקים
Manage episode 418525148 series 2946253
- Anglo-American rejects BHP Group's offer, unveils its own restructuring plan.
- Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses.
- Focus on high-quality iron ore and copper assets.
- Discusses shareholder likelihood of accepting Anglo-American's plan over BHP Group's offer.
- Discussion on lab-grown diamonds and potential impacts on the market.
- Tencent's positive results impact Naspers and Prosus.
- NASDAQ and S&P close at all-time highs.
- Analysis of South African market trends, influenced by gold stocks, Naspers, Prosus, Richemont, and Rand strength.
[caption id="attachment_42112" align="aligncenter" width="849"] Top40 close 15 May 2024[/caption]
- Discussion on upcoming elections' market impact.
- NHI bill signed, causing sell-off in healthcare stocks.
- US imposing more tariffs on China, strategic implications discussed.
- Positive financial results from Calgro M3* and Raubex.
- Calgro M3 reports good numbers, discusses share buybacks and future prospects.
[caption id="attachment_42113" align="aligncenter" width="849"] Clagro M3 close 15 May 2024[/caption]
- Raubex impresses with strong financial performance, diversification strategies.
Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results.
Simon Brown
528 פרקים
همه قسمت ها
×ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.