PSG Financial Services

PSG Financial Services

por PSG Financial Services

Administración Noticias de negocios

Temporada 8

Investment idea: Mr Price - 11 September 2025

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

Strictly Business: The 5o’clock Shadow with Schalk Louw – Market Wrap Up

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

RSG Geldsake: Die rand hou aan veld wen teen die dollar

9 September 2025 RSG Geldsake: Die rand hou aan veld wen teen die dollar

Investment idea: Sibanye Stillwater - 3 September 2025

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.

MoneywebNOW: Market punishing results that are only ‘decent’

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

Strictly Business: The 5o’clock Shadow with Schalk Louw – Market Wrap Up

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

Investment idea: ASML, Nvidia, Intel and Lam Research - 2 September 2025

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.

RSG Geldsake: Markoorsig – Augustus was ‘n pragtige maand

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

Strictly Business: The 5o’clock Shadow with Schalk Louw – Market Wrap Up

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

Investment idea: Harmony Gold - 28 August 2025

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.

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