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Listen "Investing in nuclear in the age of AI"
Episode Synopsis
Petri Redelinghuys from Herenya Capital Advisors revisits his nuclear investment thesis as the sector grabs headlines again — from South Africa’s renewed interest to AI-driven energy demand. Quintin Rossi, CEO of Spear Reit, unpacks results showing the company’s loan-to-value ratio has halved. Jon Cherry from CherryFlava on Woolworths’s mounting challenge as Shoprite captures customers – and market share – at scale.
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