MoneywebNOW

[TOP STORY] Has the Naspers/Prosus value unlock unlocked value?

‘The short answer to that is definitely no value unlocking. It's not a market for holdcos’: Schalk Louw, portfolio manager at PSG Old Oak.

9 Feb 2021 11PM 6 min

10 Feb - China won 2020, is the country an emerging investment risk?

Mia Kruger of Kruger International talks company results as more positive updates hit the JSE. PSG's Schalk Louw on the Naspers/Prosus value unlock, has it worked? Izak Odendaal of Old Mutual Wealth on markets being predictably unpredictable.

9 Feb 2021 9PM 20 min

[TOP STORY] How much is gold still something to have in one's portfolio?

‘One holds gold because the world is getting worse and you want a safe haven’: Small- and mid-cap analyst Keith McLachlan.

8 Feb 2021 11PM 7 min

09 Feb - Opportunities in SA stocks, Section 12J options

Nesan Nair talks the Telkom update boosting the share 10% and Keith McLachlan looks at Pan African Resources and gold stocks: should they still be part of your portfolio? Leor Atie from Lucid Ventures on their new retirement village Section 12J offering.

8 Feb 2021 9PM 20 min

[TOP STORY] Are we in the middle of a bubble?

‘The market is not the economy; they are different. They operate differently.” – Nishlen Govender from Citadel.

8 Feb 2021 12AM 5 min

8 Feb - Markets, oil and bubbles

Nick Kunze of Sanlam Private Wealth on oil as it edges towards $60 a barrel, Nishlen Govender from Citadel talks markets and bubbles .... Allan Gray's Tim Acker on why he’s still buying shares and not hoarding cash

7 Feb 2021 9PM 19 min

[TOP STORY] Is bricks and mortar dead?

‘We are probably in the future going to see a lot more...retailers using their shops to target their closest target markets’: Vuso Majija, executive director of Fortress Reit.

4 Feb 2021 10PM 8 min

5 Feb - Huge Group makes R800m offer for AdaptIT

Gary Booysen of Rand Swiss talks the Telkom share price and Huge Group's bid to take over AdaptIT. Fortress's Vuso Majija on the true future of brick and mortar retail.

4 Feb 2021 8PM 19 min

[TOP STORY] Orion Minerals secures option on new copper project outside Springbok

CEO Errol Smart says 65 000 tonnes of copper a year previously came out of the O’Kiep district, and his company is excitedly relooking at the area.

3 Feb 2021 11PM 9 min

4 Feb - Revamped Sasol looking good as oil rises

Anchor's Deryck Janse van Rensburg looks at solid SA Inc trading updates from Super Group and Distell. Errol Smart, Orion Minerals CEO, talks junior mining and the company's new copper project in Springbok.

3 Feb 2021 8PM 20 min

[TOP STORY] SA’s ever-changing playing field in mining

As the Mining Indaba takes place in SA, the questions of regulatory certainty and coordination become ever more critical for investors: Jonathan Veeran from Webber Wentzel.

2 Feb 2021 10PM 5 min

3 Feb - What's behind the Motus share price jump?

Chantal Marx of FNB unpacks the Motus trading update. Jonathan Veeran of Webber Wentzel on the regulatory environment in SA mining and Jackie van Niekerk talks property as she comes in as the new Attacq CEO in a tough period for the industry.

2 Feb 2021 9PM 20 min

[TOP STORY] Bowler Metcalf, Amazon, Alphabet and Google in focus

‘When I look at both Amazon and Alphabet coming out, there's a lot of focus on the cloud business’: Mia Kruger – director, Kruger International.

1 Feb 2021 10PM 6 min

2 Feb - Harmony Gold ranks first in ESG disclosure

Mia Kruger of Kruger International on markets bouncing back. Anashrin Pillay of Risk Insights unpacks the local mining ESG report and Matthew Brownell on the latest Yoco Small Business Turnover Index showing the impact of the December lockdown.

1 Feb 2021 8PM 20 min

[TOP STORY] The principles underlying Discovery Bank’s business model

If you manage your money better, just as you manage your health better, you get better outcomes: Discovery Bank CEO Hylton Kallner.

31 Jan 2021 10PM 7 min

1 Feb - Discovery Bank 'nudging' in the right direction?

Discovery Bank CEO, Hylton Kallner, on the bank edging into an improved financial state. Sygnia CEO, David Hufton, talks offshore living annuity exposure restrictions. Herenya Capital founder, Petri Redelinghuys on what to expect in the week ahead.

31 Jan 2021 8PM 20 min

[TOP STORY] Looking at 2021 and beyond

Small caps likely to do better than large caps locally, and our local market do better than the MSCI World Index: Gary Booysen from Rand Swiss

28 Jan 2021 11PM 11 min

29 Jan - 2021: What investment themes will we see?

Wayne McCurrie of FNB wraps up the week's market news and takes a look at Kumba. Gary Booysen of Rand Swiss on what he expects to see in the investment landscape over the next year.

28 Jan 2021 8PM 20 min

[TOP STORY] Virginia Gas Project phase two underway

‘A lot of the work that we've done in phase one has been critical in laying the foundations for phase two’: Renergen CEO Stefano Marani.

27 Jan 2021 11PM 5 min

28 Jan - How consumers' changing online behaviour is shaping the app world

Nesan Nair of Sasfin on Life Healthcare, Stefano Marani, Renergen CEO, talks the move to phase 2 of the Virginia Gas Project studies. James Edwards, CEO of PerformDM, on what the change in our behaviour online means for the app marketplace in 2021.

27 Jan 2021 9PM 20 min