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24 February 2021
 
 
 
Hello Voornaam,
 
 
Share360's focus will be on the mining sector as we try to give you a complete view of the markets, sharing all the latest news that can affect share prices and your investments. Share360 is part of our endeavour at InceConnect to provide you with a forum where you can also share your views.
 
 
 
The Future of mining: China and the sustainability of commodity consumption
In economic terms, the rise of China over the past few decades has been one of the most significant events to occur in our lifetime. The...
 
 
 
ESG: no time for "the journey"
When I joined the Centre for Environmental Rights in 2013, as part of what was then a small team using the law to address the social...
 
 
 
Stocks versus ETFs in the mining sector: Which should you buy?
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Harmony Gold Mining says its growth strategy of the past five years has put it in a different league, repositioned it as an emerging mining specialist rather than a marginal gold producer. It reinstated dividends when it released its first-half results yesterday, which show a rise in production thanks to last year's acquisition of AngloGold Ashanti's remaining SA gold assets as well as a higher gold price.

Kumba Iron Ore also benefitted from higher prices for its metal, making up for a dip in production due to the impact of Covid-19. It too declared a handsome dividend.

As Share360 continues its focus on the mining sector, Rand Swiss wealth manager Viv Govender looks at the role China has played in the mining and commodity price boom of the last couple of decades. And portfolio manager and director Gary Booysen pits mining stocks against exchange-traded funds. Which should you buy?

Also today, results from automotive group Motus, Imperial Logistics and food services group Bidcorp. And African Rainbow Capital has found new investors for TymeBank as it grows its operations in SA and looks further afield.

Finally, Today's Trustee editorial director Allan Greenblo looks at how retirement funds are preparing to resist pressure from trade unions when it comes to prescribed assets.

I hope you have a good day.

Stephen Gunnion

Managing Editor, InceConnect



Let the experts guide you on Section 12J investments.

Westbrooke Alternative Asset Management and GAIA both offer Section 12J investments, which offer tax rebates in return for investing in approved companies. Section 12J is part of the Income Tax Act, aimed at stimulating private investment. Get more details here on the InceConnect Fund Hub.


The latest from Ingham Analytics

Iron ore 62% Fe fines hit $175/t yesterday which bodes well for BHP and Rio Tinto. In"Dividend delight"Ingham Analytics gave context to the interim result of BHP and they raised their dividend forecast for the full year, although not their earnings forecast. Royal Caribbean reported Q4 results - revenue down 99% and a thumping loss which is why"Carnival or just a Bloody Circus?"is timely as it is the big rival in cruising.

 

 
Todays Latest Headlines
 
 
 
 
Motus keeps on motoring
Motus keeps on motoring
The automotive group has scaled its business to adapt to the new economic circumstances.
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Harmony says it is no longer marginal
Harmony says it is no longer marginal
The gold mining company says its growth strategy of the past five years has resulted in a diversified and de-risked asset portfolio.
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Kumba delivers record earnings despite Covid impact
Kumba delivers record earnings despite Covid impact
The iron ore miner produced less metal last year but benefitted from efficiencies and higher export prices.
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Bidcorp confident of recovery as restrictions ease
Bidcorp confident of recovery as restrictions ease
The food services company has withheld an interim dividend but says market conditions should rebound as social restrictions are lifted.
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Imperial earmarks more international disposals
Imperial earmarks more international disposals
The logistics group says its Logistics International operation is not core to its Gateway to Africa strategy.
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Fight on the facts
Fight on the facts
Retirement funds prepare to resist labour pressures. Mboweni is caught in the middle.
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Company Notices and Announcements
 
CORPORATE ANNOUNCEMENT BY: CONSOLIDATED INFRASTRUCTURE GROUP LIMITED
CORPORATE ANNOUNCEMENT BY: CONSOLIDATED INFRASTRUCTURE GROUP LIMITED
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