[TOP STORY] Sappi Q2 2025 results show revenue flat year on year
‘With all the fun and games going on between President Trump and the Chinese ... the retailers out of the US are not really ordering clothing and unfortunately everybody is adopting a wait-and-see attitude which has a knock-on effect on the selling prices [of dissolving wood pulp]’: CEO Steve Binnie.
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6:24
AngloGold free cash flow surges sevenfold
Nick Kunze of Sanlam Private Wealth discusses AngloGold and the outlook for gold miners' profits as the metal trades just below record highs. Sappi CEO Steve Binnie unpacks the company's results and the possible upside from trade tariffs. KAL CEO Sean Walsh comments on results, with revenue impacted by lower fuel prices.
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22:27
[TOP STORY] Turning the world of retail investing on its head
David Lloyd, CEO of King Alexander Investments, describes his company’s unconventional ‘only pay when you're winning’ fee structure.
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9:19
AB Inbev: A mature stock but priced for growth
Carmen Mpelwane unpacks AB InBev’s rising profits despite falling beer sales. David Lloyd of King Alexander Investments introduces a fresh take on LISPs with flat fees and guarantees. Plus, Simon weighs in on subscription fatigue – are we paying too much for too many?
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20:25
[TOP STORY] Estée Lauder’s new management needs to fix the business’s investment case
The company presents ‘a sad story and really a cautionary tale for investors, particularly quality investors,’ following a series of unfortunate events – Tasneem Samodien from Old Mutual Private Wealth.
Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown.
The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
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