RC 260928702Stephen Grootes
Monday, 28 September 2026
The episode focused on major corporate and policy shifts, from Gold Fields’ rejected R445 billion bid to freed-up mobile spectrum, alongside scrutiny of AI safety and Steinhoff’s collapse.
- 18:17
Gold Fields’ proposed R445 billion takeover of Australia’s Northern Star Resources was rejected by Northern Star’s board, with analysts suggesting the 22% premium may need to rise.
- 18:20
Communications Minister Solly Malatsi withdrew spectrum reserved for a wholesale open-access network, allowing ICASA to license it to operators and potentially unlock investment and connectivity.
- 19:31
SPAR expects to underperform last year as fuel, utility and interest costs weigh on grocery and liquor operations; its turnaround benefits are expected to build during 2027.
- 18:57
NVIDIA’s proposed AI safety platform could concentrate risk and give the chipmaker greater control over how AI agents are tested, limited and deployed, an analyst warned.
- 19:21
A new book draws on PwC’s previously unreleased 7,000-page Steinhoff investigation, arguing that spectacular growth and weak questioning allowed warning signs around Markus Jooste’s fraud to go unchecked.