This week, Simon Brown unpacks the numbers behind a recovering South African consumer, an attractive new renewable energy listing, and the latest moves in platinum group metals (PGMs). Plus, CrowdStrike’s results, Omnia’s cash pile (and SARS headache), and what falling bond yields mean for SA.

In this episode:

• 📈 Retail recovery? Results from Mr Price* and TFG* show H2 improvement — are SA consumers finally catching a break?

• 🌱 Greencoat Renewables (JSE: GRP) lands on the JSE with a juicy ±9% dividend yield. Should you be bidding?

• 💰 Omnia shines with strong mining & agri numbers, plus another special dividend — but SARS looms.

• 🪙 PGMs on the move: Platinum breaks out, rhodium recovers — which miner is best placed to benefit?

• 🔐 CrowdStrike* delivers solid results, but share dilution raises eyebrows. Is it still a long-term cybersecurity winner?

• 💸 Currency & bonds: Rand firms as US dollar weakens and SA bond yields drop. What does it mean for investors?

Simon Brown

* I hold ungeared positions.

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