Glencore (JSE: GLN): A $5bn Bonus Year, $3.5bn Normal
Glencore (JSE: GLN) says its trading arm will make over US$5bn of Marketing EBIT in 2026, but normal is about $3.5bn…
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Every episode of both shows, newest first.
Trading Statements: Why Your JSE Share Moves Early
What is a trading statement? The JSE 20% rule, how to read a HEPS range on SENS, and why your share can jump before…
Capitec (JSE: CPI): Record R9.5bn Half, More Bad Debt Cover
Capitec (JSE: CPI) grew headline earnings 19% to a record R9.5bn, yet set aside more for bad debts. The credit loss…
Repo Rate Explained: What the 7.25% Hike Costs You
The Reserve Bank hiked the repo rate to 7.25%. What repo and prime are, why it hiked, what 25 basis points costs on a…
Kumba Iron Ore (JSE: KIO): Why the Dividend Fell to R7.90
Kumba Iron Ore (JSE: KIO) cut its interim dividend from R16.60 to R7.90 as HEPS fell 41%. Rand, rain, rail and price…
ARM (JSE: ARI): The R16bn Bet on Bokoni and Nkomati
African Rainbow Minerals (JSE: ARI) approved about R16bn to restart Bokoni platinum and Nkomati nickel. Brownfield…
Mantengu (JSE: MTU): R315m Loss, Then a Dubai Takeover Bid
Mantengu Mining (JSE: MTU) blamed short sellers, then posted a R315m loss, a qualified audit later withdrawn, JSE…
Why Elon Musk Left South Africa: What It Means for the JSE
Elon Musk was born in Pretoria, yet his trillion was built in the US. Why SA founders leave, why the JSE is shrinking…
Harmony Gold (JSE: HAR): R4.4bn Payout, 11 Years on Guidance
Harmony Gold (JSE: HAR) met production guidance for the 11th year running and paid R4.4bn in dividends. HEPS vs EPS…
Retained Earnings Explained: Where Did the Profits Go?
Retained earnings explained for JSE investors: what the statement shows, how to calculate it, why it isn't cash, and…
Anglo American (JSE: AGL): De Beers Writedown Explained
Anglo American (JSE: AGL) cut De Beers by $2.3bn and posted a $3.7bn loss, yet EBITDA rose. Impairments, lab-grown…
Trellidor (JSE: TRL): HEPS Down Up to 99.97%. Now What?
Trellidor (JSE: TRL) warned HEPS would fall up to 99.97% as a big UK project ended. Lumpy revenue, cost cuts, a…
The JSE stories worth knowing about, explained like a mate would at the braai. No hot tips, no spam.