David Shapiro on the big winners from Southern Cape gas strike

On Rational Radio Live, market veteran David Shapiro reports back on his "homework" from last week - what stocks should investors be loading up on now in anticipation of benefitting from the gas bonanza that could flow from Total's billion barrel strike off the Southern Cape Coast. He also applies his mind to the slump in the Sappi share price and why the surging prices of SA gold shares (in one week GoldFields +45%; Anglogold 30%)  is not going to suck him in.