| 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
Want to boost your investment returns? Consider a Section 12J investment. GAIA is the manager of an approved Section 12J company, GAIA Venture Capital, while Westbrooke Alternative Asset Management, a multi-asset, multi-strategy manager of investment funds and products, can also help with Section 12J investments, which are aimed at stimulating private investment. In exchange, investors receive healthy tax rebates, boosting their returns. You can find more details here on the InceConnect Fund Hub.
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%. | 