MoneywebNOW

Keith McLachlan and Simon Brown explore this funding source for mining companies, comparing the situations of Franco-Nevada and Barrick Mining.

Nick Kunze from Sanlam Private Wealth unpacks the uncertainty grinding markets lower, while Reinet finally exits its stake in Pension Insurance Corporation for £2.9 billion. Keith McLachlan from Element Investment Managers explains streaming mining companies, how they work, and why they continue to attract investor interest. Plus, Satrix’s Siyabulela Nomoyi makes the case for a Q1 portfolio check-in as a smarter, more strategic reset than a New Year’s resolution.

Meryl Pick of Old Mutual Investment Group explores the complexities of maritime insurance and underscores its crucial role in maintaining global trade and economic stability.

Gary Booysen of Rand Swiss weighs in on FirstRand upping its stake in Optasia. Will they one day buy it out? Plus, analysis on the market as the war marches on. Buy the dips? Buy gold? What about coal?

Meryl Pick of Old Mutual Investment Group on why the closure of the Strait of Hormuz is more about insurance than actual closure by Iran.

And, Simon’s thoughts on the fuel price increase set for next week (+R5 for petrol and +R9 for diesel).

Albert Botha from Ashburton Investments considers fuel-price consequences, the MPC decision and the stagflation spectre. Are we in for a rough ride?