Market commentary with Chris Steward:3rd June 2026
The Money Show · 3 June 2026 · 4m
Speaker 1: The money show the market. Chris Stewart's a portfolio manager at ninety one Chris, Good Speaker 1: evening, Canoplus on the js. Good to have a little bit of French on the Speaker 1: JZ for a change. Speaker 2: Yeah, good evening, Steven. There's certainly good news and good to have some more variety Speaker 2: on the exchange. I think the market possibly just testing the waters today. Volume was Speaker 2: extremely light. Based on what I'm seeing in front of me, it looks like only Speaker 2: about twelve million rounds worth of trade today, which is going to you know, would Speaker 2: exclude the stock from most portfolios for most portfolio managers. But one would hope that Speaker 2: over time, as people become more familiar with the stock and the idea, then volume Speaker 2: starts to increase on the local exchange, making it more of an investable proposition for Speaker 2: local institutional fund managers. Speaker 1: They're also in a business that is changing very quickly, and no one rarely knows Speaker 1: which way things are going to do. The streaming businesses in the middle of a Speaker 1: series of transitions at the moment. Speaker 2: Yeah, it's another of these industries that I guess is caught in a space where Speaker 2: the technology and the evolution of technology is going to be instrumental in how the Speaker 2: business model evolves, and they will need to be fleet to foot I guess, in Speaker 2: order to adapt their business model accordingly. In order to I guess, take advantage of Speaker 2: the footprint, they've got to take advantage of the customer base. They've got to take Speaker 2: advantage of the geographical distribution capability…
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