Interesting article on the BHP vs Anglo American in today’s UK 🇬🇧 Investors' Chronicle

They also suggest there are many other players potentially waiting in the wings, including the Chinese 🇨🇳 who may get a much warmer welcome from South African Government than capitalist western corporates

Governments should not run business.

I did a 😳 when I saw this billboard outside ORT last week. Today came Armoured Mobility’s media release.
“1,800 people lost their lives to violent crime in Gauteng in Q4 2024.”
“Our campaign urges individuals to take proactive steps to safeguard their well-being on the move.'

And there goes Butter surging to a new 6-month high 🤦‍♂️

Bloomberg added a dedicated South African Elections 2024 page.

Below is a chart showing the African National Congress support during the past SA Elections; versus the 3 latest #Ipsos Polls.

We are heading into a what promise to be a very interesting Election!
#SAelections24 #ANC 🗳️

Relief for Coffee Drinkers at last ☕️ - who's heading to the store to load up?

Global Olive Oil prices near all-time highs 🚨

Runaway obesity drug demand drives Novo Nordisk profit boost businesslive.co.za/bd/companies/h… via BusinessLIVE

The latest SAPS egg price data showing prices rolling off their best

I also note that the layer flock re-population is starting after the devastating avian influenza impact on the layer flock

Pullets placed & monthly input feed usage is ticking up indicating flock growth;…

Is this Woolworths ? Just a parody as I'm an ardent Woolworths shopper

Pasteurization working to kill bird flu in milk and other dairy products, FDA tests find cbsnews.com/news/pasteuriz… via CBS News

I had feedback from a contact of mine in Gauteng (a clothing importer) yesterday - given winter apparel had to be ordered months ago for timely delivery - and he commented he is seriously worried on winter clothing sales due to the El Nino effect on weather in Gauteng &…

The best performing stocks in the S&P 500 this year...

I'm sure its just nothing more than a coincidence rather than any real action, but I posted this chart of cocoa overlaid with Nvidia (in red) some time ago & the parallels seems too un-coincidental

Cocoa well of its US$11,000 highs as the bitter sweet stock succumbs to gravity…

Happy Thursday one and all. I trust Workers Day was a welcome break

Sitting here at my desk working on Month 4 of my Top Stocks of 2024 report and I'm listening to the UK live stream of BBC Radio 2 breakfast show

bbc.co.uk/sounds/play/li…

Well worth a listen. The DJ chat & music…

BREAKING 🚨: Cocoa

Chocolate lovers rejoice. Two days after suffering its largest loss in 65 years, Cocoa posted its biggest daily decline since 1984 and is now on track for its worst weekly performance in history!