Unlock the Stock is a platform designed to let retail investors experience life as a sell-side analyst. Companies do a presentation and then we open the floor to an interactive Q&A session, facilitated by the hosts.
I co-host these events with Mark Tobin, a highly experienced markets analyst who combines an Irish accent with deep knowledge in the Australian market (I know, right?) and the team from Keyter Rech Investor Solutions.
You can find all the previous events on the YouTube channel at this link.
The latest event saw Tharisa plc’s executives presenting their business. This is a genuinely interesting mining group, with co-production of platinum group metals (PGMs) and chrome concentrates.
Sit back, relax and enjoy this video recording of our session with Tharisa plc:
The world’s richest people aren’t always building apps or chasing disruption. Here are three stories that reveal how unglamorous industries keep minting billionaires. From billboards to pig farming and car mats, there are many ways to make it big.
With all the news from the first week of January 2026 included in one Ghost Bites, you'll find deal news at AB InBev, Jubilee Metals and HCI. There's also a valuation update at Schroder European Real Estate.
Exchange Traded Funds (ETFs) have emerged as a transformative solution, for public markets and also as a strategic bridge to private market exposure. The border between traditional and alternative asset management is dissolving. Clients are driving the convergence, seeking integrated solutions that blend public and private exposures. Duma Mxenge of Satrix explains.
Aspen announced the disposal of Aspen APAC and the market loved it. AfroCentric is disposing of Activo and the market forgot to notice - for now, at least. And for Novus, a purchase of 3,000 shares has turned out to be very expensive in the Mustek deal.
Mr Price isn't backing off on the NKD deal, despite the absolute hatred for the transaction from the market. NEPI's pre-close update shows the importance of looking at per-share growth.
In the year 2000, a lot happened. There was some questionable pop music. There was also the Dot-Com Crisis, followed by a period that saw incredible equity returns in South Africa until the Global Financial Crisis hit in 2007/2008. And during that important period in our local market, we also saw the emergence and initial growth of ETFs in South Africa, spearheaded by Satrix. To reflect on 25 years of ETFs in South Africa, René Basson joined me to share the important milestones and fascinating stories that defined this journey. Join us as we look back on how Satrix made it possible for everyone to own the market.
Lu-ise Hattingh and Ruan Botha are a great example of the power and value of travel. After spending time in Japan, they fell in love with the culture and food. As all great entrepreneurs do, they also took the opportunity to learn about the Japanese approach to consumer brands. That curiosity eventually sparked a business idea they brought back home. Today, Lu-ise and Ruan are rolling out Market Kokoro franchise stores in South Africa.
Cell C has been on quite the adventure in its efforts to carve out a sustainable competitive position. Cell C has created a profitable business model that goes well beyond the MVNO operations that the market tends to focus on. In this podcast, CEO Jorge Mendes joined me to explain Cell C's business and how they plan to win across key verticals.
As we look back on a fascinating year in the markets, Nico Katzke (Head of Portfolio Solutions at Satrix) delivered a fantastic mix of insights on this podcast that can be applied to your strategy in 2026 and beyond. From being careful not to learn the wrong lessons through to choosing simplicity over complexity, there's a lot of great stuff in here to get you ready for another year in the markets.
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