🎧 On The Money Show, Portfolio Manager Arthur Karas shared key market updates:

💰 Anglo American Platinum’s R16.5bn shareholder payout – A strategic move as Anglo American streamlines its portfolio, focussing on iron ore and copper. Limited new platinum mine investments could tighten future supply, supporting prices.

🏗️ Afrimat’s diversified strategy – Despite short-term pressure from rail constraints and weak local demand, long-term growth is underpinned by Lafarge’s cement turnaround and efficiency improvements at Nkomati Anthracite Mine.

🥚 Quantum Foods’ strong recovery – After last year’s avian flu outbreak, the company has ramped up egg production by 70%. While egg prices dipped 13% due to better availability, the outlook for profitability remains positive.

Thanks for listening! Follow us on Linkedin.