Podcasts about afrimat

BizNews editor Alec Hogg unpacks a day when geopolitics, markets and history collided. SPAR's SA operating profit collapsed 73% — yet the stock rallied on relief. Afrimat's Competition Tribunal disposal barely moved the needle. MTN laid out its Ambition 2030 strategy and the market sold the news. Then the big stories: US and Iranian forces exchanged strikes near the Strait of Hormuz, Bill Gates faced Congress over his Epstein ties, and SpaceX set a fixed IPO price of $135 — with $250bn of demand for a $75bn raise. Friday's listing could be the most consequential in a generation.

Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash signal. He covers the collapsed Iran deal and its effect on oil and South African fuel prices, the SARB's prime rate hike to 10.5% and why he thinks the MPC has it wrong, and the near-10% surge in Naspers and Prosus on news that WeChat is putting AI at the centre of its app. Plus SPAR's brutal trading update, the year-to-date scoreboard with South Korea up 123%, Afrimat's Nersa win, Dell's near four-bagger, and why Simon keeps buying Clicks at two-year lows. Topics: US savings rate, Iran and oil, SARB rates, Naspers, Prosus, Tencent, SPAR, food retail, South Korea, Dell, Clicks. WorldWideMarkets is part of JustOneLap.com.

In today's BizNews Daybreak, South African farmers win a massive High Court order against Agriculture Minister John Steinhauser over livestock vaccine restrictions. Globally, Israeli airstrikes in Gaza target new Hamas military leader Mohammed Odeh, while the US deploys health officers to Kenya to establish an Ebola quarantine facility. Back home, Alec Hogg emphasizes long-term market conviction for deeply discounted local stocks like Purple Capital, Afrimat, We Buy Cars, and Pick n Pay.

Andries van Heerden – uitvoerende hoof van Afrimat Volg RSG Geldsake op Twitter

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

This evening, we assess market movements with Terence Hove, we discuss building record revenues with Afrimat, learn more about the R6 billion strategic shift with Investec, we prepare wealth transfer beyond the second generation with Standard Bank Wealth & Investment South Africa, we examine African industrialisation and the critical mineral with AfCFTA, and in our SMME feature, we explore the world of gifting and events with Ditebogo Gifts and Events. SAfm Market Update - Podcasts and live stream

Andries van Heerden – uitvoerende hoof, Afrimat Volg RSG Geldsake op Twitter

Chantal Marx from FNB Wealth and Investments unpacks Afrimat's latest update – is the weakness a warning sign? Harry Scherzer, CEO of Future Forex, explains why Europe is emerging as an increasingly valuable long-term partner for South Africa. Lucia Bergh from PwC South Africa highlights how local family businesses are outperforming global peers – and still delivering double-digit growth.

Dr Steve Minnaar, portefeuljebestuurder by Abax Investments, deel sy mening oor die markte, Afrimat se handelsverklaring, en voormaige Naspers uitvoerende beampte se afsterwe. Volg RSG Geldsake op Twitter

Chantal Marx of FNB Wealth and Investments delves into the losses seen on the markets today, oil reacting to the persistent uncertainty in the Middle East, and central banks selling off gold reserves. She comments on diversifying one's portfolio, explains why this no time to invest in high-frequency trading, notes the decline in business confidence, and looks at trading statements from CMH, Afrimat and Capitec ahead of their results announcements. SAfm Market Update - Podcasts and live stream

Die ekonoom dr. Roelof Botha gesels oor die jongste Afrimat Konstruksie-indeks. Volg RSG Geldsake op Twitter

In this episode of Mining Weekly, investment master Peter Major joins Alec Hogg to dissect a volatile resources landscape. Major argues that while geopolitical strikes rattle markets, gold's strength stems from central bank demand rather than just conflict. He offers a "stock picker's" perspective on the PGM recovery, copper's overvaluation, and why he's eyeing pullbacks in Afrimat and Orion Minerals while remaining cautious on a fully rerated Anglo American.

Chantal Marx of FNB Wealth & Investments unpacks BHP's half-year numbers and what's behind Afrimat's latest update. Tinus Rautenbach of Clarity by Investec on the new wave of increasingly sophisticated investment scams. Xero's Colin Timmis on the emotional toll of running an SME – and why the pressure goes beyond the balance sheet.

In tonight's BizNews Briefing, Alec Hogg leads with a SENS-driven round-up: BHP's copper-led earnings, Afrimat's mixed operating picture and Blue Label's new energy-trading licence. David Woollam then weighs in on Tongaat Hulett, saying accountability gaps remain despite heavy professional-fee spend. Dino Zuccollo explains why UK property-backed private debt still appeals for defensive sterling income. The programme closes with Bloomberg's warning that AI demand is tightening global memory-chip supply.

In tonight's BizNews Briefing, Dr Theo de Jager assesses South Africa's foot-and-mouth response, while Bloomberg covers a US jury trial over claims social platforms were designed to addict teens. Jonathan Deal then outlines firearms bill concerns, and Peter Major closes with a Wealth Building view on AfriMat.

Gold's Wild Ride: Gold prices experienced extreme volatility this week, surging past $5,600 before dropping back to $5,200. The Rand strengthened to R15.83 against the Dollar. Tech Giants Diverge: Meta: Surged 10% after strong results, defying market expectations. Microsoft: Plunged 10% in a single day, a massive move for the tech giant. Apple: Reported record holiday sales driven by the iPhone 17 and a rebound in China, with revenue jumping 16%. Crypto Slump: Bitcoin struggled, dropping 6% to trade around $83,500. New Fed Chair: President Trump is expected to nominate Kevin Warsh as the next Federal Reserve Chair, replacing Jay Powell. The "Taco" Trade: Financial Times columnist Rob Armstrong explains the "Taco" acronym ("Trump Always Chickens Out"), suggesting markets now bet that Trump will retreat from extreme policy threats (like 25% tariffs) once markets react negatively. Local Movers: JSE miners like South32, Glencore, and BHP tracked commodity prices higher, while BizNews portfolio members Afrimat (+6%) and Sabvest (+5%) enjoyed significant gains. AI and Jobs: Contrary to fears of mass unemployment, experts argue AI may increase the need for human workers to manage growing system complexity.

Die ekonoom, dr Roelof Botha, gesels oor die Afrimat-konstruksie-indeks. Volg RSG Geldsake op Twitter

But, stresses prominent SA economist Dr Roelof Botha, ‘We need to create jobs at any cost'.

Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution' – Afrimat CEO Andries van Heerden.

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

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

This evening, we dive into the latest market movements with PrimeXBT, we hear from Clicks and Afrimat about their recent financial results, Standard Bank unpacks the factors driving the rising age of first-time homebuyers, we discuss excise tax and illicit trade with SAB, and we get to know a local accounting software company helping SA entrepreneurs manage their books better. SAfm Market Update - Podcasts and live stream

Andries van Heerden, uitvoerende hoof van Afrimat, gesels oor hulle antrasiet-bedrywighede. Volg RSG Geldsake op Twitter

Kea Nonyana from Scope Prime on Nvidia results, Afrimat's trading update, and Blue Label's plan to list Cell C in November – a listing to watch? Bidcorp CEO Bernard Berson on results: a stronger H2 driven by Europe, while Astraslisia lagged. Curro CEO Cobus Loubser on results, lifted further by a take-out offer from the Jannie Mouton Foundation.

Dr Roelof Botha gesels oor Afrimat se konstruksie-indeks. Volg RSG Geldsake op Twitter

‘I think there's still some legs left to improve margins, especially with the Lafarge businesses that are now starting to gain momentum again': CEO Andries van Heerden.

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.

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

  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.

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.

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.

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

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

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

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

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

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.