PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at Sibanye Stillwater.

The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

05 September 2025 MoneywebNOW: Market punishing results that are only ‘decent’

3 September 2025 Strictly Business: The 5o’clock Shadow with Shalk Louw – Market Wrap Up

PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they look at four semiconductor companies; ASML Holdings, Nvidia, Intel and Lam Research.

The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

1 September 2025 RSG Geldsake: Markoorsig – Augustus was ‘n pragtige maand

27 August 2025 Strictly Business: The 5o’clock Shadow with Shalk Louw – Market Wrap Up

In this report, we review Harmony Gold’s most recent released statement on production, grade, and cost guidance for FY25. The information includes:

• Harmony Gold expects to meet FY25 guidance on production, grade, and costs.
• FY25 production expected between 1 400 000 and 1 500 000 ounces (in line with guidance).
• All-in-sustaining costs (AISC) to fall within R1 020 000/kg to R1 100 000/kg guidance range.
• Underground recovered grades will surpass guided 6g/t.
• Total capital expenditure will be slightly below the R10.8 billion guidance.
• Highlights for FY25 include:

• Achieving or beating all guidance metrics for the 10th consecutive year.
• Record interim dividend of R1.4 billion.
• Potential acquisition of MAC Copper in Australia, which would add over 40 000 tonnes of annual copper production (pending conclusion in H2 2025).
• On-time and on-budget completion of Mine Waste Solutions extension project (Phase 1).
• MSCI ESG rating upgraded to BB (from B) in June 2025 due to sustainable mining practices.

Dr Leon Schreiber: Minister of Home Affairs

Facilitated by Alishia Seckam: Broadcast and financial journalist.

Dr Leon Schreiber is the Minister of Home Affairs and a Member of Parliament for the Democratic Alliance. Prior to his appointment as Minister in June 2024, he served as Shadow Minister of Public Service and Administration, as a Whip in the National Assembly, and as Strategy and Communications Advisor to the Leader of the Opposition. He earned his Doctorate in Political Science, magna cum laude, from the Free University of Berlin in 2015, after completing Master’s, Honour’s and Bachelor's degrees in International Studies and Political Science at Stellenbosch University.

The series is a collection of dialogues with high-value speakers hosted by broadcast and financial journalist Alishia Seckam. Each topic addresses burning issues that are concerning South Africans in these uncertain times. The Think Big series aims to empower you with factual evidence and manage expectations on various aspects of how the current situation could unfold.

https://www.psg.co.za/news-and-publications/events-and-webinars

The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and PSG Financial Services does not guarantee its suitability or potential value. Since individual needs and risk profiles differ, we suggest you consult your qualified financial adviser, if needed. PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728.

20 August 2025 Strictly Business: Financial Market Wrap with Schalk Louw

15 August 2025 MoneywebNOW: Standard Bank cheap after