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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 에피소드
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 에피소드
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