Aspen and Impala Platinum


Manage episode 298443181 series 1877738
By Business Day TV. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Karl Gevers from Benguela Global Fund Managers chose Aspen as his stock pick of the day and Alex Duys from Umthombo Wealth chose Impala Platinum. Gevers said: "I'll pick Aspen, the capacity utilization is one of the big stories for Aspen. Returns have declined with acquisitions but from current levels I believe that returns can increase and this vaccine story is already one area where they can fill that capacity that they have." Duys said: "I was quite encouraged by Anglo American Platinum's results today, obviously it was expected to be good but specifically the special dividend that was announced and money being returned back to shareholders is the key theme."

668 episodes