Podcasts about afrimat

Andries van Heerden, bestuurshoof van Afrimat, gesels oor die groep se resultate. Volg RSG Geldsake op Twitter

Afrimat CEO Andries van Heerden joins Alec Hogg to unpack the group's worst results in decades, driven by a perfect storm of collapsing iron ore prices and early Lafarge losses. He remains bullish on the cement acquisition, touts a new ultra-low carbon product, and outlines progress on Transnet's rail recovery and Afrimat's rare earth ambitions. Van Heerden shares cautious optimism on SA's infrastructure outlook under a new political era.

BizNuus Blitsbrief - 'n kragtige oorsig van die belangrikste plaaslike en internasionale nuus, vinnig en feitlik, binne minute. Bly ingelig met nuus wat saak maak.

Collin Ramukhubathi – Executive Director, Afrimat SAfm Market Update - Podcasts and live stream

This evening we dive into market movements with Sanlam Private Wealth, we speak to Afrimat and Equites Property Fund about their recent financials, SAB helps us understanding the ins and outs of sports sponsorship, Standard Bank gives us a wrap of Nampo 2025, and we speak to a local furniture manufacturer redefining ‘where form meets function.' SAfm Market Update - Podcasts and live stream

Nelis Brink of PSG Wealth runs us through the day's markets moves, Aspen shares tumbling almost a third after guidance regarding a manufacturing dispute, news around the Barloworld buyout offer, Afrimat's trading statement, Capitec reporting stronger-than-expected results, the rand, and inflation. SAfm Market Update - Podcasts and live stream

In this exclusive BizNews webinar, Alec Hogg and Shyft's Glynn Allen reveal a game-changing update: Shyft now offers access to JSE-listed shares. With years of rigorous testing behind it, this move prompts a significant portfolio overhaul, repatriating 40% of the Exponential Portfolio into Rand-based stocks like Sasol, Pick n Pay, Sabvest, and Afrimat. Discover the strategy, investment cases, and how Shyft's low-cost platform is set to empower investors—all live from March 28, 2025.

Nosipho Radebe speaks to Economist, Dr Roelof BothaSee omnystudio.com/listener for privacy information.

Andries van Heerden, uitvoerende hoof van Afrimat, gesels oor sosiale media-swendelaars wat die mees kwesbare Suid-Afrikaners teiken deur bekende maatskappy- of handelsname te gebruik. Volg RSG Geldsake op Twitter

Dr Roelof Botha, politieke ekonoom gesels oor Afrimat de konstruksie-indeks. Volg RSG Geldsake op Twitter

Teenkanting teen 'n salarisverhoging vir die president. Die politieke krisis in Frankryk verdiep. Die jongste Afrimat konstruksie-indeks toon daar is ‘n toename in indiensneming.

Nosipho Radebe speaks to Economist, Dr Roelof BothaSee omnystudio.com/listener for privacy information.

  Boxer IPO Hits the Market Boxer* (JSE code will be BOX) lists on 28 November, debuting at R54/share after a highly oversubscribed IPO. Strategies discussed for trading or investing in Boxer shares, including buying through Pick n Pay shares. Key takeaway: Patience is key; wait for potential pullbacks. Two-Pot Retirement Savings and Market Impact Early evidence of consumer spending from the two-pot retirement system. Stocks like Mr. Price*, Pepkor, and Keith McLachlan's picks (e.g., Afrimat, Netcare) reviewed as beneficiaries. Satrix 40 ETF Turns 24 Launched in 2000, the Satrix 40 has delivered an annualized return of 11.3%. Impact: Introduced passive investing and slashed fees for South African investors. Bitcoin's Psychological Barrier at $100,000 Bitcoin fell short of the $100K milestone, retracing to around $93K. Analysis of big psychological levels in markets and what this means for Bitcoin's momentum. Bitcoin | Weekly | 27 November 2024 Anglo-Platinum Share Sale Anglo-American reduces its stake in Anglo-Platinum, selling at cycle lows. Discussion on PGM market challenges and future outlook. Trump's Proposed Tariffs Announced 10% tariffs on all Chinese imports and 25% on goods from Mexico and Canada. Potential economic implications and geopolitical fallout analysed. Rand, DXY, and Gold The Rand holds surprisingly well despite DXY strength; predictions for 2024 suggest potential recovery. Gold price fluctuations and long-term bullish outlook. US$ Index (DXY) | Weekly | 27 November 2024 Commodity Spotlight: Coffee and Cocoa Coffee prices hit 20-year highs due to Brazilian droughts, impacting consumer costs. Cocoa prices stabilise after a surge, with Nestlé and soft commodity ETFs in focus. Super Group and SG Fleet Deal SG Fleet receives a buyout offer, boosting share prices. Opportunities in second-tier stocks like Invicta and Hudaco highlighted for a potentially improving economic environment. MPC Update South African Reserve Bank increases rates by 0.25%, citing risks from core inflation and external pressures. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Boxer IPO Insights 03:08 Two-Pot Money and Consumer Spending Trends 06:03 Satrix 40: A 24-Year Retrospective 08:51 Bitcoin's Psychological Barriers and Market Sentiment 11:40 Anglo-American's Strategic Moves and Market Reactions 14:58 Commodity Prices: Coffee and Cocoa Trends 17:49 Monetary Policy Committee Decisions and Economic Outlook jj  

  Market Overview Crypto Surge, Gold Decline: Bitcoin rallies as investors shift from gold to crypto. Gold hit a recent high of $2,800 but is now pulling back, possibly towards $2,300-$2,400. Central banks continue to buy gold as a hedge against U.S. dollar dominance and geopolitical risks. [caption id="attachment_43623" align="aligncenter" width="849"] Gold | Weekly | 13 November 2024 Rand Weakness: The ZAR weakened above 18 to the dollar, driven by strong U.S. dollar demand amidst market volatility. South African Rand overshoots due to its high liquidity, making it vulnerable to sharp moves. Trump's Impact on Crypto Market speculation suggests Trump may be crypto-friendly, unlike the current SEC chair Gary Gensler, known for his strict regulatory stance. Potential shifts in the regulatory landscape could benefit cryptocurrencies, particularly Bitcoin. Simon holds Bitcoin and advises caution: ensure crypto is stored in a hardware wallet for safety. Bitcoin | Weekly | 13 November 2024 Local Telco Sector: Vodacom & MTN Both companies struggle with weakened African currencies like the Ethiopian Birr and Egyptian Pound. Profits are impacted when converted back to ZAR. Despite attractive dividend yields (MTN ~4%, Vodacom ~5.6%), Simon remains bearish, highlighting high capex demands and sector challenges. Raubex: Construction Sector Bright Spot Strong results from Raubex, showing resilience in a struggling sector. Diversification into renewable energy and mining operations boosts performance. Simon notes it as one of the few quality construction plays left, alongside Afrimat. Consumer Market Struggles Updates from AVI and BidCorp indicate persistent weak consumer demand, despite optimism from a possible government of national unity. Inflation has eased, but consumer spending remains subdued as households repair balance sheets. Retail updates show mixed results: Truworths reported disappointing numbers, while The Foschini Group* performed better. Tencent Results Tencent posted strong results, though it did not significantly boost Naspers or Prosus stock prices. The market reaction was muted despite the solid performance. Final Thoughts The market remains volatile, with significant moves in crypto, gold, and the Rand. Simon advises a cautious approach, with a focus on quality stocks and long-term plays. Remember: be kind and look out for others. Kindness is rule number one. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview: Crypto vs Gold 02:50 The Trump Effect on Gold and Crypto 06:01 The Future of the Rand and Emerging Markets 08:55 Sector Analysis: Vodacom, MTN, and Raubex 16:02 Consumer Trends and Company Updates gg  

Petri Redelinghuys from Herenya Capital Advisors on Sibanye-Stillwater's positive boost from the latest US Inflation Reduction Act update. Andries van Heerden, CEO of Afrimat, shares insights on the Lafarge integration — any unexpected developments? Gerhard le Roux from Capital Connect discusses the economic impact of Black Friday in South Africa, with expected spending at R88 billion.

Mining expert Peter Major discussed South Africa's mining sector challenges and strengths, including Afrimat's growth trajectory, Anglo American's stability, and Kumba Iron Ore's strategy for maximizing value despite infrastructure constraints. He also highlighted global economic impacts on commodities and the need for sustainable, well-managed mining operations amid geopolitical uncertainties.

Deep insights in this episode of the BizNews Briefing as top retail analyst Evan Walker of 36ONE explains what impact the annual financial results will have on the super-charged share price of Clicks and the sector generally in the context of the Takealot v Amazon v Temu; and mining guru Peter Major assesses the latest news from Afrimat; Anglo American; Anglo Platinum and Kumba. Also in this show, Western Cape focused property stock Spear's CEO Quintin Rossi; Wilgenhof; implications of North Korean troops in the Ukraine front line; and chances of success for Putin-punted BRICS currency.

Andries van Heerden, bestuurshoof van Afrimat sê die vooruitsigte lyk baie goed en hulle is naby aan goeie syfers. Volg RSG Geldsake op Twitter

Collin Ramukhubathi – Executive Director, Afrimat SAfm Market Update - Podcasts and live stream

This evening we look at market moves with PSG Old Oak, chat to executives from Clicks and Afrimat about their respective numbers, Gibs joins us to discuss the idea of dedollarisation and whether it is in our future. Old Mutual discusses the idea of exponential thinking as a means to expand Africa's potential, and in our SME of the Week, we speak to Manzi Water, a prepared- water business that has just opened its 105th store. SAfm Market Update - Podcasts and live stream

Nosipho Radebe speaks to Collin Ramukhubathi, Executive Director at AfrimatSee omnystudio.com/listener for privacy information.

Overview: In this episode of JSE Direct, Simon Brown breaks down the latest market updates, key stock analyses, and insights into the South African investment landscape. Episode highlights include discussions on property developers Calgro M3 and Balwin, Capitec's strong performance, Purple Group's rise, Afrimat's challenging update, and Wilson Bailey's long-term chart breakout. The show also covers upcoming events and Brown's views on Nvidia's stock movement. Property Developers: Calgro M3* vs. Balwin Calgro M3: Delivered a strong trading update, attributed to its flexibility in targeting lower-income segments. Calgro's ability to adapt and scale down offerings positions it well, with potential for significant price appreciation. Trading at a low PE of 3.5, Brown argues that in a normal market, it should command a 10x PE, suggesting a fair value of around R9. Balwin: Struggling with higher entry price points in its developments. Despite weaker performance, there may still be value. If results improve in the future, Balwin could present a solid opportunity. Brown speculates that a delisting could be on the cards if the stock remains undervalued. Calgro M3 weekly chart | Close 09 October 2024 Capitec: Expensive, but Resilient Capitec continues to outperform with robust growth, though it trades at a high PE of 27 and a price-to-book of 7.8. Despite concerns about its premium valuation, the company's diverse ventures, from mobile services to expanding insurance offerings, make it a long-term core portfolio holding. Historical growth shows Capitec's resilience and market leadership in the South African banking sector. Purple Group*: A Breakout Stock After months of a consistent seller at 80 cents, Purple Group's stock broke higher, reaching 98 cents before pulling back. Brown remains optimistic, particularly as trading volumes in the JSE pick up, benefiting Purple's core business. Although trading at a high PE of 45, Brown is bullish about its prospects in a rising market. Afrimat: A Tough Year, but Long-Term Potential Afrimat's trading update indicated a sharp drop in earnings (down 75-85%), partly due to the acquisition of Lafarge, which is still loss-making. While the near-term outlook is challenging, Brown remains optimistic about Afrimat's long-term potential, especially if South Africa enters a construction boom. He sees the stock as attractively priced for long-term investors. Wilson Bayly Holmes-Ovcon (WBHO): A 16-Year Breakout Brown discusses WBHO's impressive 17-year chart, finally breaking out after a long consolidation period. He suggests the stock could benefit from renewed local construction activity, while Afrimat remains his preferred pick in the sector due to its diversification into industrial metals. A breakout after a 17-year consolidation is very bullish in TA. Add the fundamental underpin. I think this still has lots of room to run. pic.twitter.com/fBk5BCKtvk — Richard Thomason (@richytee) October 9, 2024   Nvidia: Breaking New Highs Nvidia, another stock Brown holds, is testing all-time highs after a series of consolidations. With Nvidia's historical pattern of doubling after breaking key resistance levels, Brown remains confident in the stock's potential for further growth despite its high valuation. Nvidia weekly chart | Close 09 October 2024 Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order Chapters 00:00 Market Overview and Calgro M3 vs Balwin 07:11 Capitec's Performance and Future Outlook 12:43 Exploring Other Stocks: Purple Group and Afrimat 18:15 Long-term Trends: Wilson Bailey and Nvidia

This episode of the BizNews Briefing features DA Federal Chair Helen Zille on the mayoral switch in Tshwane; Barry Bateman of the Afriforum Private Prosecution unit on alleged corruption facilitator, ANC Gauteng leader Panyaza Lesufi; Afrimat CEO Andries van Heerden on the perfect storm that hammered profits in the half year to end August; Anchor Capital founder Peter Armitage on why he's not worried about Afrimat - and those among the SA Inc shares who could benefit most by the better national mood; plus Asime Nyide's cameo on the BHI Ponzi. The BizNews Briefing is hosted by Alec Hogg.

Afrimat CEO Andries van Heerden opens up about the company's toughest half-year yet, with earnings down by 75-85%. Despite challenges including a perfect storm of iron ore setbacks and struggling acquisitions, van Heerden remains optimistic. He highlights recovery in key areas, ongoing improvements, and the company's resilience, hinting at brighter prospects as market conditions and strategic decisions take hold. Van Heerden spoke to BizNews editor Alec Hogg.

Simon Brown of Just One Lap discuss the day's market moves, US interest rate and inflation expectations, Asian markets following China's stimulus announcement, commodity prices, SA's economic growth possibilities, and Afrimat's trading update. SAfm Market Update - Podcasts and live stream

Presidential Vision for Infrastructure Development: The South African President's recent speech emphasised making the country a hub of construction and infrastructure development. The potential for public-private partnerships and the types of infrastructure that might be developed, including roads, energy transmission, and public buildings. Stocks That Could Benefit: Construction Stocks: A detailed look at various construction-related companies and their potential to benefit from the President's infrastructure plans. PPC: Potential benefits from increased construction activity. Murray & Roberts: Despite historical losses, they have a division in infrastructure and renewable power that might benefit. Stefanutti Stocks: Focus on their claim against Eskom, which is crucial for their future. Wilson Bayly Holmes (WBHO): Expected growth, though a significant portion of their revenue comes from Australia. Raubex: Strong performance and solid management, with significant involvement in road construction through Sanral. Afrimat: Supplier of construction materials, benefiting from Sanral and Transnet orders. Reunert: Involvement in industrial cabling and commercial battery storage, critical for new power facilities. Market Insights: Mr Price* Update: Gaining market share and performing well post-elections and during a late-arriving winter. Sasol Production Update: Management's effective handling of controllable factors and slight improvements in Transnet's performance. Kumba Iron Ore: Confirmation of slight improvements in Transnet, echoing Sasol's observations. JSE Listed Construction Stocks | 1 year return | close 23 July 2024 International Market Movements: CrowdStrike* Incident: A significant security update issue affected numerous systems, impacting the stock but not signalling an end for the company. US Small Cap Stocks: Rotation into small caps like those in the Russell 2000 index, offering a cheaper alternative to large-cap tech stocks. Simon Brown wraps up the episode by emphasizing the importance of infrastructure development for South Africa's economy and reiterates his top stock picks to benefit from potential future construction projects: Raubex, Afrimat, and Reunert. He also touches on the potential 3% GDP growth for 2025 and the broader market implications. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order

Chantal Marx, FNB Wealth & Investments, dissects Barloworld's weak trading update and Sanlam's strong one. Andries van Heerden, CEO of Afrimat, discusses the company's robust latest set of results, as construction materials and Nkomati Anthracite both show very strong numbers. Simon's thoughts on attending AGMs and your rights when you do

CEO Andries van Heerden looks forward to ‘fixing up' Lafarge while Nkomati continues ramping up strongly.

Andries van Heerden, uitvoerende hoof van Afrimat gesels oor die groep se finansiële resultate. Volg RSG Geldsake op Twitter

Collin Ramukhubathi – Executive Director, Afrimat SAfm Market Update - Podcasts and live stream

Independent analyst Jimmy Moyaha on the Afrimat update and a red wave sweeping markets. Purple Group CEO Charles Savage shares insights on the company's robust performance and return to profitability. Zeph Nhleko from DBSA sheds light on the debut of their African Journal of Infrastructure Development.

Mia Kriegler from Kruger International on the latest company news as Afrimat confirms the Lafarge deal is now unconditional. Wandile Sihlobo of the Agricultural Business Chamber of South Africa offers insights into the country's drought. What's the impact? Naked Insurance's Sumarie Greybe offers tips for managing insurance in a crisis.

Mia Kriegler from Kruger International points to this as a great example of what good management – even in a tough economic environment – can do in a business.

Andries van Heerden – CEO, Afrimat SAfm Market Update - Podcasts and live stream

Dr Roelof Botha considers the interest rate increases ‘unwarranted' as a result of the Reserve Bank's emphasis on the inflation expectation survey.

Petri Redelinghuys from Herenya Capital Advisors on the charts for US and local indices looking weak … should we be worried? Andries van Heerden from Afrimat unpacks the company's results as it more than doubled profits during the period. Simon offers his thoughts on the Microsoft vs Alphabet results.

First-half highlights include efficiency improvement in the construction materials business, and domestic sales of iron ore compensating for a weaker dollar and the reduction in volumes.

Die uitvoerende hoof van Afrimat, Andries van Heerden gesels oor hulle finansiële resultate. Volg RSG Geldsake op Twitter

Afrimat's diversification strategy is paying off. During the interim period the building materials and construction company delivered a near 10% jump in revenue and a 4.4% rise in headlines earrings per share. Business Day TV unpacked the numbers with company's CEO, Andries van Heerden.

On this edition of stock picks, Keith McLachlan from Integral Asset Management unpacks Reinet, NewGold debentures and Afrimat. Stock Watch

‘I'm delighted you are seeing public-private partnerships coming through – whether they call it privatisation, collaboration, joint ventures or public-private partnerships': Macroeconomist Dr Roelof Botha.

On this episode of Stock Picks, Anthony Clark from SmallTalkDaily Research focusses on mid-cap industrials and provides analysis on Afrimat, Invicta and PPC. Stock Watch

‘But there is some light here, especially with regard to employment,' says research economist Dr Roelof Botha.

FNB's Wayne McCurrie gives an analysis of updates from Standard Bank and City Lodge. Bruce Williamson of Integral Asset Management talks Afrimat's acquisition of Lafarge in a bid for increased construction sector dominance. Jackie Smith from Buyers Trust shares insights on first-time home buyers and essential tips for purchasing your first home

The addition of cement goes hand-in-glove with the mining and materials company's construction suite of businesses – Bruce Williamson, Integral Asset Management.

FNB's Wayne McCurrie unpacks Oceana's strong results and Sygnia's flat numbers. Bruce Williamson from Integral Asset Management offers insights on the Afrimat cautionary. Richard Rayne from the Entrepreneurs' Organisation on the state of entrepreneurship in SA.

The wonderful thing is the sense that there's another project coming, and another one beyond that: Bruce Williamson – Integral Asset Management.

RMB's Matete Thulare on the rand. Where does he think it's heading in the short term, and what potential impact will it have on inflation and rates? Andries van Heerden from Afrimat on results that saw Heps off 15.7% and a new segment, Future Materials and Metals. Simon offers his thoughts on how to generate investment income.

‘The amount of opportunity available right now is absolutely amazing, and we are sitting with a debt-free balance sheet' – CEO Andries van Heerden.