BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
Piet Viljoen says ‘no’ to Black Label but ‘yes’ to AB InBev
Counterpoint Value Fund manager Piet Viljoen shares his investment insight on a busy week of corporate activity for JSE-listed companies. The mining sector has been especially vibrant, with Sibanye-Stillwater, Impala Platinum and African Rainbow Minerals all announcing sizable deals. Private and listed property investment in South Africa is discussed, with…
BPH 28 Oct: Piet Viljoen on markets; Steinhoff's liquidation; Tim Modise on election; EOH CEO
In tonight’s episode of the BizNews Power Hour, Piet Viljoen breaks down the latest in the markets, plus the recent addition of Aveng in the BizNews Portfolio; Tim Modise weights in on local elections to be held next week results after interviewing two of the top three candidates for Joburg…
Flash Briefing: Coalition talks ahead of elections; Transnet's proposed tariff hike; electricity promised for elections
News headlines: *The 2021 election could usher in a massive shift in SA’s political landscape, with the ANC for the first time admitting before an election that it is preparing for coalition talks, while the DA has signalled its willingness to co-operate with the ruling party. *Transnet National Ports Authority,…
Ninety-seven percent of SMMEs supported by Oppenheimer trust’s Covid-19 billion ‘extraordinarily resilient’
In March 2020, some of South Africa’s richest families announced they will be donating R1bn each to help people affected by the fallout from the Covid-19 pandemic. It included Johann Rupert, Patrice Motsepe and Nicky Oppenheimer with Mary Oppenheimer and her daughters adding another R1bn. In October 2020, in an…
Looking ahead to the local elections on Monday - Who is likely to be the Mayor of Johannesburg? Tim Modise weighs in
Veteran journalist and broadcaster Tim Modise has interviewed the top three party mayoral candidates from the ruling party, the DA and Action SA. Modise sat down with Alec Hogg to go over his findings on who will most likely rule over the city of Johannesburg after the local elections. Learn…
Peter Major on Implats proposed buyout of Royal Bafokeng Platinum
Veteran mining analyst Peter Major sits down to discuss Impala Platinum’s prospective takeover of mid-tier precious metals producers Royal Bafokeng Platinum (RBP). The news follows Sibanye-Stillwater’s acquisition of a nickel and copper mine in Brazil for $1bn. Today, African Rainbow Minerals issued a cautionary announcement ahead of a prospective acquisition…
BPH 27 Oct: Aveng investment case; Major on platinum play; Oppenheimer's Covid billion; British citizenship intel
In tonight’s episode of the BizNews Power Hour, Alec Hogg on the BizNews Portfolio’s newest purchase Aveng; Resources guru Peter Major unpacks Implats' plans to buy Royal Bafokeng Platinum; Mishal Patel, Sable International's British and nationality expert sheds light on the intricacies of obtaining British citizenship; and Linda van Tilburg…
BPH 26 Oct: Nathan’s take on Aveng purchase; Major questions Sibanye’s Brazilian adventure; Spear; Smoke Screen.
In tonight’s episode of the BizNews Power Hour, 10X founder and former top rated investment analyst Steven Nathan’s views on the BizNews Portfolio’s newest addition - Aveng; Resources guru Peter Major unpacks Sibanye Stillwater’s latest acquisition - mines extracting nickel and copper in South America; CEO of Spear REIT, Quintin…
Flash Briefing: DA requests funds to take control over CPT policing; Quinton de Kock refuses to “take the knee"
News headlines: *The DA has appealed to finance minister Enoch Godongwana and the Treasury to create a new municipal grant so that metros with the required capacity can take control over local policing. *A former captain of South Africa’s national cricket team withdrew from a T20 World Cup match on…
BizNews Investment Portfolio: Alec Hogg bets big on Aveng
The BizNews Investment Portfolio has been a roaring success for over seven years. Since inception, the portfolio has managed to achieve a compound annual growth rate – the primary indicator of investment performance – of over 20% in both rand and dollar terms. This is an incredible achievement with some…
Spear REIT CEO Quintin Rossi on the benefits of being Western Cape focused
Spear REIT CEO Quintin Rossi unpacks the Western Cape focused real estate company's interim numbers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mining guru Peter Major on Sibanye-Stillwater's $1bn acquisition
Mining guru Peter Major dissects Sibanye-Stillwater’s $1bn dollar acquisition of the Santa Rita nickel mine and Serrote copper mine in Brazil. The acquisition, which is an inflection point in terms of Sibanye’s direction going forward, is aimed at targeting metals that will play an influential role in the ‘green’ economy…
Steven Nathan on portfolio construction, Aveng and doing your investment homework
Steven Nathan joins Alec Hogg to discuss the BizNews Share Portfolio, among other things. The Share Portfolio has been going for nearly seven years now, with the most recent addition being Aveng. Nathan comments on portfolio construction, giving his thoughts on structuring your investments. "You might be 30 years old…
Flash Briefing: MTBPS delayed AGAIN; Zuma loses latest legal bid; load shedding extended to Saturday
News headlines: *South Africa’s government delayed Finance Minister Enoch Godongwana’s maiden budget for a second time. *Former South Africa President Jacob Zuma lost his legal bid to have the state prosecutor in his corruption trial dismissed on the grounds that he wasn’t independent and impartial. *Eskom has announced that Stage…
TreasuryOne's Andre Cilliers on the Turkish Lira plaguing the Rand
TreasuryOne’s Andre Cilliers leads this week’s currency focus with the ever-volatile rand remaining firm against all the major currencies. Central banks around the world are slowly starting to put a lid on the extremely accommodative monetary policy stance that has seen economies recover much faster than expected. These policy decisions…
BizNews Power Hour 25 Oct: DA's JHB candidate; Shapiro on markets; Rand dogged by Lira; Opera fights back
In this episode of the BizNews Power Hour, David Shapiro on US tech shares, Ascendis Health, Bell Equipment and Sibanye Stillwater; DA's mayoral hopeful Dr Mpho Phalatse on her plans for Joburg should the party win back the city; Alex Gabriel, managing director of the Cape Town Opera discusses the…
"The DA can get things done for Johannesburg" - Dr Mpho Phalatse
Mpho Phalatse is the DA mayoral candidate for Johannesburg. Dr Phalatse joined Tim Modise to unpack the DA's plans for the city should they win the upcoming municipal elections. Phalatse told Modise that the DA did rule the city from 2017 to 2019, bringing change especially to queries with municipal…
Flash Briefing: Load shedding to continue; Aspen adds anaesthetics; former Eskom CEO Koko allegedly 'cooked the books'
News headlines: *South Africa faces an increased risk of power outages because maintenance needs to be carried out at deteriorating coal-fired power stations, the state energy utility said. *Aspen Pharmacare Holdings Ltd. opened the southern hemisphere’s largest general anaesthetics manufacturing line, adding production at the South African plant where it…
David Shapiro on US tech, Ascendis, Bell and Sibanye
Sasfin Securities David Shapiro shares his insight on developments taking place in local and international financial markets. Shapiro, who follows a growth-oriented investment style, has a busy week with a number of US tech giants releasing quarterly results over the next few days. He says he’ll be keeping a close…
David Lerche, head of equities at Sanlam Private Wealth, shares his views on MTN
David Lerche, head of equities at Sanlam Private Wealth, shares his views on another big SA success story, telco MTN. Learn more about your ad choices. Visit megaphone.fm/adchoices