BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
Anthony Clark on private education counters Advtech and Stadio
Small and mid-cap JSE analyst Anthony Clark joins the BizNews team on a day when two private education providers, Advtech and Stadio, released upbeat financials. Advtech and Stadio both operate predominately in the tertiary education space which has seen a boost in profitability as the shift to a more blended,…
Steven Nathan dissects Naspers/Prosus acquisition of BillDesk for R70bn
As is customary for a Tuesday, 10X Investments founder Steven Nathan talks all things company related on a busy day for JSE-listed counters. Heavyweights Naspers and Prosus announced the acquisition of Indian payments Gateway firm BillDesk for R70bn. To put the acquisition into perspective, a company of that size would…
There will be large-scale loss of businesses if Sasria can't pay claims on time - Stuart Pringle
The social unrest in South Africa in July caused extensive damage to 161 malls and shopping centres, as well as 11 warehouses, eight factories, and 161 liquor outlets and distributors. Clothing retailer Mr Price Group Ltd. saw 109 stores entirely cleaned out and hundreds more closed. As Bloomberg reported, while…
Rand's stability should continue for the rest of 2021 - TreasuryONE's Andre Cilliers
In this week's Currency Focus podcast, TreasuryONE currency expert Andre Cilliers gives us the lowdown on the rand's movements. According to Cilliers, while further lockdowns and rioting could pose a risk to the economy (and investor confidence), the rand is mainly affected by what happens in the US and China…
BizNews Power Hour - 31 Aug. Nathan dissects Naspers R70bn deal; SASRIA claims; BritBox SA launch
In this episode of the BizNews Power Hour, Steven Natha joins as our Tuesday co-host dissecting Naspers R70bn acquisition of Indian Payments Gateway firm BillDesk; CEO of BritBox Reemah Sakaan joins on the arrival of the streaming on demand platform to SA; risk transfer consultant Stuart Pringle on SASRIA claims…
BizNews Power Hour - 30 Aug. Verster co-host; Discovery results; Dr Rust Theron; Neal Froneman; Rand
In this episode of the BizNews Power Hour, Jean Pierre Verster joins as our Monday co-host; all your vaccine facts and options with Dr Rust; Denker Capital's Kokkie Kooyman on Discovery's financial results; Neal Froneman unpacks Sibanye's results and the BizNews Power Hour Team. Learn more about your ad choices…
Kokkie Kooyman unpacks Discovery Trading Update
The go-to man when it comes to anything in the financial services industry, Denker Capital's Kokkie Kooyman dissects Discovery's trading update. The medical insurer turned conglomerate has been one of the hype stocks of the last few weeks, with news that 2020's rockstar fund manager Cathie Wood recently bought R650m…
Jean-Pierre Verster on Fed Jay Powell, Hospitality, Property and Tencent
With David Shapiro travelling back to local shores, hedge fund guru Jean-Pierre Verster took the reins as Monday's BizNews Power Hour co-host. Discussion centred around US Federal Reserve's speech at the Jackson Hole Summit on Friday, as well as focusing on hospitality and property sectors as investment propositions. Jean-Pierre said…
Everything you ever wanted to know about the Australian stock market
In this episode, I speak to Mark Tobin of Coffee Microcaps about the Australian stock market. We compare the JSE small cap sector to its Australian equivalent and Mark shares a few ideas on how the local market can learn from its cousin down under. Learn more about your ad…
MeerKAT, precursor to world's largest radio telescope - Prof Justin Jonas
In the quietest corner of the Karoo, stands the 64 dishes of the MeerKAT radio telescope, which enables leading scientists to conduct research on the centre of the Milky Way - 25,000 light years away from Earth. MeerKAT is a precursor of a much larger project, to build the SKA…
'Gold Fields or AngloGold merger is off the table' - Sibanye-Stillwater CEO Neal Froneman
Chief executive of diversified miner Sibanye-Stillwater, Neal Froneman joined the BizNews team on a day where one of the world's largest precious metals producers announced record financials. Froneman notes that although the robust commodity prices were a tailwind for the business, operationally performance was excellent. There has been much speculation…
Hlophe likely to practice the Stalingrad strategy that Zuma made famous - Paul Hoffman
A first in South Africa’s post-1994 history occurred this week when a substantial majority of the Judicial Service Commission (JSC) voted to uphold a gross misconduct finding against Western Cape judge president John Hlophe. This decision by the JSC paves the way for an impeachment process by parliament. In order…
Vaccine manufacturers SHOULD make money for solving a massive problem - Piet Viljoen
Counterpoint Value Fund manager Piet Viljoen joins BizNews founder Alec Hogg as co-host of the BizNews Power Hour to weigh in on a number of topics in the news. Viljoen shares GG Alcock's sentiments on the SA unemployment rate and says that pharmaceutical companies should make money from producing vaccines, despite what…
BizNews Power Hour - 26 Aug. Piet Viljoen co-host; Hlophe's impeachment; Italtile results; Paul Whitburn on China
In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host Piet Viljoen talking vaccine producing company stocks; Advocate Paul Hoffman unpacks judge Hlophe's impeachment; Italtile CEO Jan Potgieter on the group's year-end results; Paul Whitburn, director and portfolio manager at Rozendal Partners, on China’s current communist…
Flash Briefing: JSC upholds gross misconduct finding against Zuma-linked Hlophe; SAA to resume flights; SA's emissions
News headlines: *A substantial majority of the Judicial Service Commission (JSC) voted to uphold a gross misconduct finding against Western Cape judge president John Hlophe, paving the way for an impeachment process by parliament. *State-owned airline company South African Airways (SAA) has announced it will resume flights on 23 September…
Italtile CEO Jan Potgieter: Record financial results, succession planning and prospects
Italtile's outgoing chief executive Jan Potgieter joined the BizNews Power Hour on a day that the retailer announced record financial results. Italtile has been one of the best performing companies on the JSE for the better part of a decade with management's decision making and capital allocation at the centre…
SA's unemployment numbers don't take informal sector into account - GG Alcock
GG Alcock joined the BizNews Power Hour, on the day after the unemployment data for South Africa were released. The figures showed horrific numbers, but Alcock provides some context on the numbers - and the way they’re put together. The author of “Kasinomics: African Informal Economies and the People Who…
'Mandatory vaccine policy is in the public interest' - Keymanthri Moodley
"A mandatory vaccine policy is absolutely critical," says Professor Keymanthri Moodley, a bioethicist and director of the Centre for Medical Ethics and Law at Stellenbosch University. Professor Moodley joined BizNews to explain exactly why she believes that a mandatory vaccine policy is necessary for 'high-risk environments'. She says that healthcare…
BizNews Power Hour - 25 Aug. Heystek co-host; local economy trumps unemployment; Dr Roelof Botha; mandatory vaccination
In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host Magnus Heystek; Kasinomic's GG Alcock on unemployment stats versus the local economy; the launch of Altron Fintech's Household Financial Resilience Index with Dr Roelof Botha; why mandatory vaccination is in the public interest with Keymanthri Moodley…
Flash Briefing: SA govt to harness R28bn cannabis industry; SA economy 11% bigger than estimated; Treasury
News headlines: *South Africa’s government unveiled a master plan aimed at harnessing a R28bn cannabis industry that could potentially create as many as 25,000 jobs and help attract foreign investment. *South Africa’s economy is 11% bigger than previously estimated, after statistics authorities changed the way they calculate gross domestic product…