RC 260901Cape TalkStephen Grootes
Tuesday, 1 September 2026
A results-heavy episode examined Shoprite’s Vida e Caffè acquisition, mining profits and debt reduction, grid expansion hurdles, sustainability claims, and long-term investing discipline.
- 18:12
Shoprite will buy Vida e Caffè to consolidate its coffee brands and give franchise members another growth opportunity, targeting an everyday-store ecosystem through one app.
- 18:46
Sasol lifted EBITDA 17% to R61 billion, cut net debt to its lowest level in a decade, and will resume dividends once debt falls below US$3 billion.
- 19:11
Red Cap Energy developed 116 kilometres of privately enabled transmission infrastructure across 87 land parcels, showing that securing rights of way—not construction—is the biggest grid-expansion challenge.
- 18:24
Sabanya Stillwater declared a R5.7 billion dividend and plans to restart Burnstone, expected to add about 130,000 ounces of gold at steady state.
- 19:39
Investors were urged to expect roughly one down year in every four, tolerate volatility, and measure success over decades rather than reacting to short-term market swings.