The Real Network The Money Shot

The Money Shot

Find out where the money’s going, who’s got the money, how you can make more of the money and who’s making decisions about the money. Every Monday on The Gareth Cliff Show we get an update on what’s happening in the world of finance from various experts in the field.
Weekly English South Africa Business · Investing
228 Episodes
180 – 200

Anthea Gardner - The Money Shot 01.08.16

The Rand has broken through 14 against the US dollar level and is now the strongest it has been since November. Italtile listed in 1992 and is up 13,350% - Anthea talks us through the history of the company and the competition commission's recent prohibition of the buyout of Ceramic…
1 Aug 2016 23 min

Anthea Gardner - The Money Shot 25.07.16

Markets were a bit slow on Friday, but expect a busy week, with lots of companies reporting. Telkom was up 3% on Friday, after kicking off an aggressive mobile data price war to grow their market share beyond 2.5%. A look at the listed schools sector, where Anthea still prefers…
25 Jul 2016 20 min

Anthea Gardner - The Money Shot 18.07.16

The JSE continued to rally on Friday on the back of good Chinese GDP growth numbers, while Europe and the US were less convincing. Anthea looks at our local retailers that outshone the market, but remains worried about Richemont and SAA. It might be time to add some gold to…
18 Jul 2016 17 min

Anthea Gardner - The Money Shot 11.07.16

The markets feel like they’re selling down ahead of global central banks meetings, and the expectation that BoE will cut the Repo rate to 0.25%. Italian banks are still under pressure, and the JSE moves to T+3 settlement today.
11 Jul 2016 18 min

Anthea Gardner - The Money Shot 04.07.16

The All Share Index closed in positive territory for the fourth straight day on Friday, while the Rand continues to trade firmer. Expect another petrol price increase this week. Barclays Africa Group has a new Deputy CEO in Peter Matlare, and Nike reported last week.
4 Jul 2016 20 min

Anthea Gardner - The Money Shot 27.06.16

The markets got obliterated on Friday, with £125bn off UK markets and $2trn off global markets. A 10% weaker Stirling to the Dollar is likely to cause inflation. The All Share (Alsi) was down 3.6% on the day with the Rand 7.5% weaker. Investors ran to safe haven assets such…
27 Jun 2016 22 min

Anthea Gardner - The Money Shot 20.06.16

Brexit is the hottest topic right now, with the decision being a toss of a coin. Ellie’s is up 8%, while PPC is down 9%. Nike shares are the thing to buy because of their new marketing strategy, ability to improve margins, increase revenue and share buy-back. Anthea also looks…
20 Jun 2016 25 min

Anthea Gardner - The Money Shot 13.06.16

MTN was up as much as 21% after it was announced that the Nigerian fine will be $1.67bn. Anthea discusses rogue traders after Jerome Kerviel was awarded €450,000 in damages. If you had invested $5,000 in Amazon at IPO it would be worth $2m today.
13 Jun 2016 22 min

Anthea Gardner - The Money Shot 06.06.16

S&P ratings agency did not downgrade South Africa on Friday, but we’re not out of the woods yet. The Rand strengthened to 15.10/$, helped by disappointing US non-farm payrolls. The Old Mutual CEO is set to get a R200m bonus for breaking up the company... and we analyse Brexit or…
6 Jun 2016 24 min

Anthea Gardner - The Money Shot 30.05.16

The JSE is reaching close to all time highs again - does this mean stocks are expensive? Jaspers closed at R2,270 on Friday, possibly an opportunity to take profits. Banks are under pressure as Moody’s revises the outlook from Stable to Negative. The Reinet (REI) NAV update is disappointing at…
30 May 2016 21 min

Anthea Gardner - The Money Shot 23.05.16

While the markets are positive, companies hitting the headlines is negative. Richmond reported a terrible set of results with the share falling 5.3% on Friday. Tongaat put out a trading statement saying HEPS would decline 18%. And Transaction Capital, who own SA Taxi, are looking to consolidate the taxi industry.
23 May 2016 14 min

Anthea Gardner - The Money Shot 16.05.16

What can we expect from the Rand after reports of Pravin Gordhan’s imminent arrest? The bidders are coming out of the woodwork for Barclays Africa Group. It's time to buy Sun International... and finally, Anthea consolidates a listener’s portfolio.
16 May 2016 22 min

Anthea Gardner - The Money Shot 09.05.16

Normally a weaker Rand protects us from falling markets, but not even a 5% decline in the Rand for the week could save the equity market. Anthea has the latest for you including bringing a new look at her Rand Hedge strategy and why she deems Barclays her stand out…
9 May 2016 19 min

Anthea Gardner - The Money Shot 25.04.16

Markets are volatile and seemingly sentiment driven. Steinhoff is getting into bidding wars for European businesses. Lewis might have to pay back money to consumers after being referred to the Consumer Tribunal. Also, did our Big Short work?
25 Apr 2016 12 min

Anthea Gardner - The Money Shot 18.04.16

Markets were strong on Friday, led by Industrials (+92bps), despite resources down 88bps. Lots of activity in the ICT sector, EOH have purchased Aptronix for R194m, and on the downside Dimension Data have brought an application to the high court naming 13 ICT providers.
18 Apr 2016 15 min

Anthea Gardner - The Money Shot 11.04.16

A good day on the exchange on Friday as almost all equity indices and the Rand showed signs of strength. Rand reached 15.01 after Treasury issued a 10yr maturity Dollar bond, which was 2x oversubscribed at 4.875%. Illovo sugar was up over 15% after Assoc British Foods raised their bid…
11 Apr 2016 17 min

Anthea Gardner - The Money Shot 04.04.16

The Rand has held its own, after the ConCourt decision, now trading close to pre-Nene levels. African Bank “re-launches” today with a cash position of R24bn. US non-farm payrolls surprised to the upside, printing 215k vs an expected 205k new jobs in March. If you’re a holder of Torre shares,…
4 Apr 2016 20 min

Anthea Gardner – The Money Shot 21.03.16

Last week saw the JSE close strong after Futures and Options Close-out and the rate hike decision. $2.6bn was traded on Friday, after $4bn worth of shares changed hands on Thursday. Anthea and Gareth discuss the role of rating agencies and question the hype surrounding SA’s potential downgrade. On Friday…
21 Mar 2016 13 min

Anthea Gardner – The Money Shot 14.03.16

Buy on rumour, sell on fact... Old Mutual was up almost 12% since the rumour of them splitting up the business and down 3% on Friday after the results presentation. EOH reported results last week and remains a holding in our portfolio. Rand Merchant Insurance also released results showing that…
14 Mar 2016 19 min

Anthea Gardner – The Money Shot 07.03.16

The ALSI was up 7 straight days in a row on Friday, making the weekly gain 5.6% led by resource shares which were up 35% for the week. Talk of Old Mutual breaking up into four separate pieces will be confirmed at results on 11 March. We start the week…
6 Mar 2016 18 min
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