MoneywebNOW

New CEO’s got Naspers/ Prosus looking pretty

Kieran Witthuhn from Anchor discusses WeBuyCars's results and the Naspers/Prosus updates. Astral CEO Chris Schutte highlights results after paying down over R1 billion in debt. TWK CEO Andre Myburgh reports a challenging period with farmers struggling and reduced timber demand impacting industrial and mining markets.

19 Nov 2024 12AM 20 min

[TOP STORY] How to capitalise on gold’s bounce, it’s not too late to buy

‘It will make a new all-time high, probably, and this is a nice entry point to get onto that trend’: Petri Redelinghuys, Herenya Capital Advisors.

18 Nov 2024 2AM 7 min

What’s making EM equities the preferred global investment?

Nick Kunze of Sanlam Private Wealth discusses Barloworld's trading update and details of a potential buyout offer. Petri Redelinghuys from Herenya Capital Advisors shares his technical targets for the gold price. Michael Kruger from Morningstar Investment Management SA evaluates whether South African bonds still offer good value following their recent…

18 Nov 2024 12AM 19 min

[TOP STORY] US bonds, rate cuts, tariffs and deportations post the election

‘We must put into perspective – however we like our South African Elon Musk – what he can do to government spending’: Atilla Kadikoy, Levantine & Co.

15 Nov 2024 1AM 8 min

Gold's glittering future: The bull run is far from over

Schalk Louw from PSG Old Oak discusses Telkom, Gold Fields, and gold. Attila Kadikoy of Levantine & Co explains the rise in US bond yields, while Simon shares insights on crypto's hard run.

14 Nov 2024 11PM 20 min

Have you bought second-hand tech?

Christopher Dodd, CEO of iStore South Africa posits: ‘We are offering the best price in the world at the moment in terms of trade-ins – even better than what Apple is offering overseas.’

14 Nov 2024 2AM 7 min

Feeling poorer? It's cause you are

Independent analyst Carmen Mpelwane highlights Virgin Active's strong performance in Brait’s latest results, while DebtBusters' Benay Sager discusses how consumer income growth is failing to keep up with inflation. Meanwhile, iStore SA CEO Christopher Dodd explores shifting mindsets towards pre-owned technology.

14 Nov 2024 12AM 20 min

[TOP STORY] Even one year of experience will make you more employable

YES's Tsholo Mogotsi addresses the issue of youth unemployment, exploring whether there are any signs of improvement in the current landscape.

13 Nov 2024 2AM 7 min

Consumers worldwide still feeling the squeeze

Independent analyst Jimmy Moyaha weighs in on the latest Bidcorp and AVI updates, noting that both reflect continued consumer pressure. Premier Group CEO Kobus Gertenbach discusses their recent results, highlighting strong operational leverage and reduced debt. YES's Tsholo Mogotsi addresses the issue of youth unemployment, exploring whether there are any…

13 Nov 2024 12AM 21 min

[TOP STORY] Raubex delivers ‘really strong’ H1 performance in its 50th year

Operating throughout southern Africa and Western Australia, the company has seen margin increases across its four divisions: CEO Felicia Msiza.

12 Nov 2024 7AM 7 min

Is their value in local telcos?

Petri Redelinghuys from Herenya Capital Advisors on Vodacom’s earnings and opportunities in Vodacom vs MTN. Raubex CEO Felicia Msiza discusses strong results and margin growth in key divisions. Senzo Langa, deputy CIO at Alexforbes explores the appeal of hedge funds and tips on selecting a manager.

12 Nov 2024 12AM 21 min

[TOP STORY] Financials having a good year, certainly in Q3

‘I think that SA equities could continue to surprise’: Reza Hendrickse from PPS Investments.

11 Nov 2024 1AM 6 min

Has gold lost its shine?

Nick Kunze from Sanlam Private Wealth on the TFG and Richemont results and what's up (down) with gold? Nico Katzke from Satrix shares insights on their Global Balanced Fund of Funds ETF, currently in its IPO stage. Reza Hendrickse from PPS Investments explains why local bonds are outperforming equities in…

11 Nov 2024 12AM 19 min

[TOP STORY] Sappi celebrates third consecutive year of record profits in SA

‘We closed two mills in Europe and that enabled us to take substantial fixed costs out of the business’ – CEO Steve Binnie.

8 Nov 2024 1AM 6 min

Truworths update shows negative volumes

Independent analyst Carmen Mpelwane unpacks Truworths's weak update and Grindrod's Mozambique problems. Sappi CEO Steve Binnie on a strong end to the 2024 financial year. Simon's thoughts on finding snippets of useful, actionable data in the haystack.

7 Nov 2024 11PM 18 min

[TOP STORY] Are you using AM ETFs in your portfolio?

In South Africa we can list both transparent or non-transparent actively managed ETFs. ‘I think that's what's driving some of the uptake’ – Niki Giles, head of strategy at Prescient Fund Services.

7 Nov 2024 1AM 6 min

Top Trump trades

Petri Redelinghuys of Herenya Capital Advisors discusses his top Trump trade. Joe Klopper from Independent Securities examines how Trump's victory could influence the South African economy. Niki Giles from Prescient Fund Services unpacks the buzz around active ETFs.

7 Nov 2024 12AM 20 min

[TOP STORY] Pan African steams ahead in both Australia and SA

Having exited the Sudan exploration for now and acquiring the former largest and highest-grade open-pit gold mine in Australia, the company is also expecting ‘fantastic success’ with Mintails – CEO Cobus Loots.

6 Nov 2024 2AM 6 min

Sibanye-Stillwater update hints that the worst is behind it

Matete Thulare from RMB discusses Sibanye-Stillwater’s recent production update, which hints that while challenges remain, the company may have put the worst behind them. Pan African Resources CEO Cobus Loots shares insights on suspending their exploration in Sudan while proceeding with the acquisition of an Australian gold mining asset. Meanwhile,…

6 Nov 2024 12AM 22 min

[TOP STORY] Finding direction in the rarefied air of market all-time highs

‘If we don't know how long that trend's going to be in place, why not just lock in the profits; tighten that stop-loss as the market moves into new high territory,’ suggests IG's Shaun Murison.

5 Nov 2024 1AM 5 min