
Invest with Perspective
Stay up to date with the latest investment news from Old Mutual Investment Group.
Invest with Perspective
The Money Show market update with Investment Analyst Siya Mbatha
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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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