Investing in nuclear in the age of AI

21/10/2025 22 min
Investing in nuclear in the age of AI

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.