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Anglo has a plan to beat BHP Group, is it any good? (#587)

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Manage episode 418525148 series 2946253
Innehåll tillhandahållet av JustOneLap.com. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av JustOneLap.com eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Anglo-American vs. BHP Group
  • 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.
Market Insights
  • 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.
Company Highlights
  • 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.
Preview of forthcoming corporate earnings announcements and economic data releases.

Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results.

* I hold ungeared positions.

Simon Brown

  continue reading

523 episoder

Artwork
iconDela
 
Manage episode 418525148 series 2946253
Innehåll tillhandahållet av JustOneLap.com. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av JustOneLap.com eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Anglo-American vs. BHP Group
  • 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.
Market Insights
  • 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.
Company Highlights
  • 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.
Preview of forthcoming corporate earnings announcements and economic data releases.

Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results.

* I hold ungeared positions.

Simon Brown

  continue reading

523 episoder

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