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Name Withheld

Research Analyst at Ninety One UK LTD

Name Withheld is an equity research analyst at Investec, specializing in research coverage across the South African financial and retail sectors. They have provided actionable investment insights on key companies such as FirstRand, Standard Bank, Woolworths Holdings, and Shoprite Holdings, garnering recognition for consistent accuracy in earnings forecasts and stock recommendations. Name Withheld began their analyst career in the mid-2010s, previously working at a major South African investment bank before joining Investec, where they have continued to build a strong track record reflected in above-market returns and highly rated performance according to platforms like TipRanks. They hold professional credentials including a CFA charter, and are registered with the relevant financial authorities, underscoring their expertise and commitment to rigorous financial standards.

Name Withheld's questions to AngloGold Ashanti (AU) leadership

Question · Q1 2025

An analyst from Investec asked if the appeal of hedging has increased with high gold prices and for the company's current view on M&A.

Answer

CEO Alberto Calderon responded that the company's policy is not to hedge, viewing it as too speculative. On M&A, he stated the company's focus remains internal on operational discipline, integrating Sukari, and executing divestitures, rather than pursuing acquisitions.

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