Invest with Perspective

The Money Show market update with Investment Analyst Siya Mbatha

• Old Mutual Investment Group

📌 Premier Group

  • Expected full-year earnings growth of 20-30%
  • Maintained margins despite soft commodity cost increases
  • Strong capital expenditure discipline and pricing strategy

📌 Raubex

  • Earnings set to rise to 25%
  • Diversified away from Sanral into infrastructure and mining
  • The Bauba acquisition is promising but poses cash flow challenges

📌 Gold Fields

  • Share price down 5% after Gruyere Gold Mine offer rejected
  • Concerns over overpaying at elevated gold prices
  • Investors cautious about large-scale M&A activity at the top of the cycle 

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