Anglo has a plan to beat BHP Group, is it any good?

แชร์
ฝัง
  • เผยแพร่เมื่อ 28 ก.ย. 2024
  • 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. 02:09
    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. 03:51
    Discussion on upcoming elections' market impact.
    NHI bill signed, causing sell-off in healthcare stocks. 06:19
    US imposing more tariffs on China, strategic implications discussed. 08:30
    Company Highlights
    Positive financial results from Calgro M3* and Raubex.
    Calgro M3 reports good numbers, discusses share buybacks and future prospects 11:30
    Raubex impresses with strong financial performance, diversification strategies. 13:10
    Preview of forthcoming corporate earnings announcements and economic data releases. 18:24
    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

ความคิดเห็น • 1

  • @African_grey
    @African_grey 4 หลายเดือนก่อน +1

    Thanks Simon.