Company updates: The good, the fair and the ugly

Loading player...

Schalk Louw from PSG Old Oak discusses the latest updates from Premier Group, Mondi, and ArcelorMittal SA – the good, the poor, and the ugly.
Redefine CFO Ntobeko Nyawo on restructuring R27.7 billion in debt into an evergreen funding model.
Simon's take on staying the course: Buffett sold down his Apple stake, the stock dipped but is now up 15%.

18 Oct 2024 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Big Tech titans still vulnerable to macroeconomic turmoil

‘I'm very respectful of the market, but it can be a little irrational in selling things, especially when something seems to have gone up too much in the market's opinion’: Nishlen Govender from Citadel.

16 May 4AM 8 min

Chinese tech rallies, but risks still in play

Schalk Louw from PSG Old Oak ponders the potential opportunity in select Chinese stocks, especially in light of recent tariff reductions. Citadel's Nishlen Govender weighs in on the state of big tech – highlighting both the challenges and the possible openings for investors. Simon shares his perspective on actively managed…

16 May 1AM 20 min

[TOP STORY] Karooooo continues to seize growth opportunities in SA and Asia

‘I think South Africa is a very resilient place with good people, good talent, and great opportunity’, declares CEO Zak Calisto.

15 May 2AM 5 min

Sasol: Has its time finally come?

Petri Redelinghuys from Herenya Capital talks Sasol. It's starting to look technically promising, with improvements on both the daily and weekly charts, buoyed by stronger oil prices and its retention in the MSCI World Index. Zak Calisto, CEO of Karooooo, unpacks the company's FY 2025 results and the key drivers…

15 May 1AM 19 min

[TOP STORY] From climate and disease to tariffs: The complex landscape of SA’s agriculture

‘We've seen with Covid once you're not in a market you start losing that shelf space, so it is fairly important that we maintain that status – Abrie Rautenbach from Absa AgriBusiness.

14 May 2AM 6 min

All episodes