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23 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.
 
 
What is the mining sector?
 
 
Mining, in its simplest form, is an industry dedicated to the exploration and extraction of metals and minerals around the world. In economics these basic resources...
 
     
 
A commodity supercycle beckons
A commodity supercycle appears to be on the investment horizon, driven by the rapidly-growing move away from fossil fuels to renewable energy and the infrastructure boom...
 
 
 
Mining Monitor - Dividend delight
Ingham Analytics says they have held their EPS estimate for F2021 on BHP but in view of the higher payout ratio at the interim result have...
 
 
     
 

AngloGold Ashanti and Anglo American Platinum have outlined strategies to increase production over the next number of years as both companies emerge from periods that have seen them divesting of higher cost assets to focus on more economical, longer life mines.

Both have also benefitted hugely from stronger gold and platinum group metals prices last year. As we launch Share360 today, Rand Swiss portfolio manager and director Gary Booysen takes a step back to explain the mechanics of the mining sector and whether it's a good investment.

Meanwhile, one of SA's most-watched stocks, Sasol, also delivered interim results yesterday, along with the news that it will no longer have to pursue a $2 billion rights issue thanks to the capital it's raised from selling non-core businesses and through cost savings. While its share price eased back a little yesterday, it has gained 50% so far this year as the company's turnaround plan takes shape.

Also today, results from property group Liberty Two Degrees and Grand Parade Investments has finalised the sale of its Burger King SA franchise.

If you missed it yesterday, click here to view Episode 13 of the highly-rated Magic Markets podcast. This week, the Finance Ghost and Mohammed Nalla (Moe-Knows) pit Disney against Netflix, and discuss which business is the better investment. They also throw out a third option as a curveball. It's free and well worth watching.

I hope you have a good day.

Stephen Gunnion

Managing Editor, InceConnect



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The latest from Ingham Analytics

On Friday we issued"Carnival or just a Bloody Circus?"in which Andrew Kinsey says Carnival Corporation, a cruise line business, is to bond investors what GameStop is to equity gamblers. Andrew also did a super note recently on GameStop entitled"Stop the Game - I want to get off"so if you want a proper quantitative take these notes are a must read."Dividend delight"takes another look at BHP, with our full year dividend forecast boosted by 23%.

 

 
Todays Latest Headlines
 
 
 
 
AngloGold aims for higher production
AngloGold aims for higher production
The gold mining has more than quadruped its annual dividend as it benefitted from a higher gold price and a more efficient portfolio.
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Amplats wants mechanised mines to boost output
Amplats wants mechanised mines to boost output
The mining company reported record earnings for 2019 as it benefitted from a strong rise in prices for its metals.
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Liberty Two Degrees says shoppers are returning
Liberty Two Degrees says shoppers are returning
The property group says turnover at its shopping centres recovered to 91 percent of 2019 levels in the final quarter of last year.
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Grand Parade seals Burger King deal
Grand Parade seals Burger King deal
The investment group is selling some of its holdings as it tries to create more value for shareholders.
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Company Notices and Announcements
 
Sasol calls off rights issue
Sasol calls off rights issue
The energy and chemicals group has managed to cut debt by conserving cash and selling non-core businesses.
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CORPORATE ANNOUNCEMENT BY: GRAND PARADE INVESTMENTS LIMITED
CORPORATE ANNOUNCEMENT BY: GRAND PARADE INVESTMENTS LIMITED
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CORPORATE ANNOUNCEMENT BY: Liberty Two Degrees
CORPORATE ANNOUNCEMENT BY: Liberty Two Degrees
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