CEO Gary Chaplin notes: ‘We generated close to R500 million of free cash – and that is a key focus for the new CEO coming in’.

Nick Kunze from Sanlam Private Wealth on Northam Platinum delivering decent results, even as PGM prices remained under pressure, while gold closed out the month firmly with a bullish move higher. KAP CEO Gary Chaplin reflects on a tough set of results, but highlights that the group’s new production facilities are already operating ahead of schedule. Kwanele Ngogela from Just Share unpacks which Top 40 companies rank best – and worst – in terms of low-level pay.

‘The world just needs a lot more power and it's going to struggle to find it,’ points out ASPI CEO Paul Mann.

Odwa Magwentshu from Momentum on Implats, Rainbow Chickens, and Stadio results. ASP Isotopes CEO Paul Mann on their inward JSE listing, the Renergen deal, and growth plans. Simon on Trump’s impact on the Fed.

‘We are struggling with staff retention, and there are a lot of legislated increases across the world pushing wage levels higher' – CEO Bernard Berson.

Kea Nonyana from Scope Prime on Nvidia results, Afrimat’s trading update, and Blue Label’s plan to list Cell C in November – a listing to watch? Bidcorp CEO Bernard Berson on results: a stronger H2 driven by Europe, while Astraslisia lagged. Curro CEO Cobus Loubser on results, lifted further by a take-out offer from the Jannie Mouton Foundation.

Citadel’s Maarten Ackerman considers whether South Africa can position itself to benefit as a new global equilibrium emerges.

Zimele Mbanjwa from FNB Wealth & Investments discusses the strong trading updates from Momentum and Old Mutual, what is driving their earnings growth, and whether there is still value in these shares. Andre van Deventer, CFO of Master Drilling, unpacks the company’s results and the reversal of last year’s equipment impairment. Citadel’s Maarten Ackerman considers whether South Africa can position itself to benefit as a new global equilibrium emerges.

CEO Geoff Whyte reports strong results on the back of rising student numbers and solid returns across Africa.

Herenya Capital Advisors’s Petri Redelinghuys on markets hitting new highs as Jerome Powell steps back from strict inflation targeting.

ADvTech CEO Geoff Whyte reports strong results on the back of rising student numbers and solid returns across Africa.

Italtile CEO Lance Foxcroft highlights another special dividend as the group grows market share in tough trading conditions.