Category: Investing

Listen here BizNews editor 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 extracted…

Listen here Johannesburg’s new budget lays bare a city in financial distress: less than 10 days of cash reserves, a R220 billion infrastructure backlog, and revenue targets that ignore the fact that nearly half its water never gets billed. Alec Hogg dissects the numbers that every ratepayer and bondholder should see. Then: Jubilee Metals tries…

Listen here Omnia and Sygnia deliver standout half-year numbers and shareholders cheer. PPC posts 84% profit growth and the stock drops 3.5%. Alec Hogg unpacks three SENS announcements that tell you everything about how markets actually work — and why beating expectations matters more than beating last year.