Abstract
On this episode of JSE Direct, Simon Brown discusses numerous matters together with the troubles confronted by Anglo Platinum, the efficiency of leisure shares, Anglo Gold Ashanti’s* acquisition of an Egyptian gold miner, and the influence of two pot withdrawals. He additionally touches on the way forward for PGMs, the expansion of electrical autos, and the psychology of markets.
Takeaways
- Anglo Platinum is going through challenges as Anglo American needs to eliminate their stake, inflicting a sell-off available in the market.
Sound Bites
“Anglo Platinum has an issue which is probably a bit extra distinctive than simply the PGMs.”
“There may be that preliminary overhang. A complete lot of individuals will get Anglo-Platinum shares and say, ‘I don’t need these’ and promote it.”
“The World Platinum Council is saying we’re gonna have deficit once more, that’s the vital level.”
* I maintain ungeared positions.
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Chapters
00:00 Challenges for Anglo Platinum and the PGMs Market
02:22 The Way forward for PGMs and the Influence of Electrical Automobiles
07:54 The World Platinum Council’s Projections
09:16 The Diminishing Function of Inside Combustion Engines
11:09 The Influence of Low Costs on Manufacturing
14:55 Anglo Gold Ashanti’s Acquisition and the Use of Fairness
17:56 Pot Withdrawals and their Impact on the Market
19:18 Efficiency of Leisure Shares: Metropolis Lodge and Solar Worldwide
19:42 Considerations about Sports activities Betting and its Influence
20:10 Upcoming Occasions: Funding Objectives and the Psychology of Markets
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