POPULARITY
Werner van Antwerpen, hoof van korporatiewe advies by Growthpoint gesels oor hulle groenkrag-program. Volg RSG Geldsake op Twitter
Mia Kriegler from Kruger International on the GrowthPoint update and if she sees any value in local Reits. Leon Coetzer, Jubilee Metals CEO, on their Zambian copper operations and the future of chrome. Simon's thoughts on needing more money: it's not the money; it's you.
Faheema Adia from Momentum Securities on the Growthpoint results. Marriott's Scott Cooper talks investing in a new world of higher rates that, even as they come down, will end up higher than pre-pandemic. Hayden Reinders, convenor of the Asisa Hedge Funds Standing Committee, discusses shifts in the local hedge fund landscape.
Etienne de Klerk, uitvoerende hoof van Growthpoint gesels oor die groep se finansiële resultate. Volg RSG Geldsake op Twitter
Guest: Norbert Sasse , CEO of Growthpoint PropertiesSee omnystudio.com/listener for privacy information.
Estienne de Klerk – CEO, Growthpoint SA SAfm Market Update - Podcasts and live stream
Noluthando Mthonti-Mlambo speaks to Growthpoint Properties CEO, Norbet Sasse about the company's results. The company has total property assets R177.9 billion, with 43.5% offshore, with its about 350 SA properties spanning industrial, retail, office and trading and development. Growthpoint owns 57 office and industrial properties in Australia valued at R58.7 billion through a 63.7% shareholding in Growthpoint Properties Australia and six community shopping centres in the UK valued at R9.3 billion through a 68.1% investment in LSE- and JSE-listed Capital & Regional.See omnystudio.com/listener for privacy information.
Noluthando Mthonti-Mlambo speaks speaks to the CEO Capitec Bank Holdings The company has total property assets R177.9 billion, with 43.5% offshore, with its about 350 SA properties spanning industrial, retail, office and trading and development. Growthpoint owns 57 office and industrial properties in Australia valued at R58.7 billion through a 63.7% shareholding in Growthpoint Properties Australia and six community shopping centres in the UK valued at R9.3 billion through a 68.1% investment in LSE- and JSE-listed Capital & Regional.See omnystudio.com/listener for privacy information.
Estienne de Klerk, uitvoerende hoof van Growthpoint SA gesels oor hulle ooreenkoms met Etana Energy en Serengeti Energy. Volg RSG Geldsake op Twitter
Estienne de Klerk – CEO, Growthpoint Properties SA SAfm Market Update - Podcasts and live stream
Gary Booysen of Rand Swiss on Astral's record loss and Growthpoint being dropped from MSCI's Emerging Markets Index. Cement maker PPC's CEO Roland van Wijnen on higher revenue. Investec's Denys Hobson on the Durban port crisis and its economic impact ahead of the festive season.
Nerina Visser, ETF strateeg en adviseur by etfSA gesels oor die olieprys en buitelanders wat forseer word om aandele in SA maatskappye te verkoop Volg RSG Geldsake op Twitter
Petri Redelinghuys of Herenya Capital discusses the day's market moves, the rand moving weaker, MSCI announcing companies to be removed from the index – particularly Growthpoint and the impact this is having on the share, gold price performance, Alibaba trading lower than its listing price, and whether Chinese tech is talking over US tech. SAfm Market Update - Podcasts and live stream
Estienne de Klerk – SA CEO, Growthpoint Properties SAfm Market Update - Podcasts and live stream
In a captivating episode of Fantasy Fund Manager, BizNews' Stuart Lowman speaks with Garreth Montana of Corion Capital and Kanyane Matlou from Terebinth Capital. The duo discuss the intriguing trend of company delistings, highlighting the reasons behind firms opting to delist. Matlou provides a detailed insight into his day-to-day tasks as a senior portfolio manager, sharing the nuances of the listed property market. They delve into the changing dynamics of the South African property sector post-COVID, emphasising regional disparities and gearing comparisons. As the Fantasy Fund competition nears its end, both guests share gaming strategies and underscore the importance of long-term vision over short-term market noise. Remember, each dawn of Monday is your chance to pitch your winning stocks. With enticing prizes awaiting, the game is on. Rally your comrades and head to www.fantasyfundmanager.co.za to register—big thanks to our platinum sponsors, Sharenet, Terebinth Capital, ClucasGray Asset Management, and MoneyBetter. And mark your calendars: Subscribe now to our podcast to keep up with every episode.
Estienne de Klerk, CEO of Growthpoint SA on factors that led to their good financial results. Nafisa Akabor, tech journalist at Recharged on Apple debuting its iPhone 15 Pro and Max — and whether there are major improvements on this latest version. Maria McCloy, publicist, designer and sometimes DJ, production company owner and former journalist was our shapeshifter. She spoke about the different passions she has.See omnystudio.com/listener for privacy information.
Growthpoint and Redefine Properties, are the two South African real estate investment trusts that have grown into successful players in Eastern Europe. Despite the region being viewed as a hedge against the weakening rand, South African investors are still warned to consider diversification when entering the EU regions' markets. Business Day TV unpacked this in greater detail with Financial Mail's Property writer Joan Muller.
Kea Nonyana of EA Capital provides insights into Growthpoint's challenging update and Mr Price's tough financial results. What does Fred Razak of CMTrading foresee for the rest of 2023 as big tech stocks continue to thrive? Simon talks inflation … is it now moving in a one-way direction, heading back into the target range?
Estienne de Klerk – CEO, Growthpoint SAfm Market Update - Podcasts and live stream
Noluthando Mthonti-Mlambo speaks to Shawn Theunissen, Growthpoint Properties' Head of Transformation and Corporate Social Responsibility about their proposed B-BBEE transaction. See omnystudio.com/listener for privacy information.
In this Episode: Market Summary: S&P, US Bonds, Oil Petrodollar vs Eurodollar framework of US reserve currency status Likelihood of De-dollarization Being prepared, whether or not USD stays the WRC Economic impacts - would this necessarily lead to rapid inflation? Growthpoint Properties (Johannesburg Stock Exchange) Get the charts: https://thelakestreetreview.com/chartbook Relevant LSR articles: Growthpoint Properties https://www.thelakestreetreview.com/post/growthpoint-properties-instills-investors-confidence Kenyan President Advises to Abandon US Dollar https://www.thelakestreetreview.com/post/kenyan-president-advise-africans-to-abandon-the-us-dollar Chinese Yuan Threatens Dollar Dominance https://www.thelakestreetreview.com/post/the-chinese-yuan-threatens-the-dominance-of-the-u-s-dollar Sources and Articles Mentioned in the Conversation: Correction on Oil price: 200 day moving average was not breached, the 50 and 100 day moving averages were. Zimbabwe land reform https://www.cato.org/commentary/why-mugabes-land-reforms-were-so-disastrous (Libertarian leaning) Largest African oil exporters https://www.statista.com/statistics/1178514/main-oil-producing-countries-in-africa/#:~:text=Nigeria%20was%20the%20leading%20oil,above%2050%20million%20metric%20tons. Obama Admin and Libya https://www.cato.org/commentary/obama-administration-wrecked-libya-generation Xi Jinping visit to Riyadh https://www.theguardian.com/world/2022/dec/07/saudi-arabia-readies-full-state-pageantry-for-xi-jinping-visit Javier Blas twitter https://twitter.com/JavierBlas Petrodollar - FDR and Ibn Saud Valentine's Day Meeting https://www.rfi.fr/en/international/20220715-roosevelt-and-ibn-saud-built-groundwork-for-current-world-order-on-a-boat Petrodollar - 1970s https://greatpowerrelations.com/great-powers/status-of-great-powers/key-drivers-of-economic-capabilities/dollar-and-de-dollarization/birth-of-petrodollar/ Saudi Arabia agrees to use dollar oil revenues to buy US debt - "petrodollar recycling" in 1974 https://www.bloomberg.com/news/features/2016-05-30/the-untold-story-behind-saudi-arabia-s-41-year-u-s-debt-secret Note: we cannot find a single primary source showing an agreement made in the 40s or the 70s whereby middle east oil exporters would exclusively sell oil in dollars. Every finance article on the subject pegs implementation of the system at 1974, when the "petrodollar recycling" agreement was made. However this agreement was not centered on what currency oil would be traded in, nor did it involve the rest of what is now OPEC. It was a bilateral agreement regarding the oil trade between the US and Saudi Arabia only. It governed what Saudi Arabia would do with the dollars received from oil sales to the US. Under the 1974 agreement, the Saudi government would invest excesses from oil sales in US Treasury bonds in exchange for military defense. Use of the dollar as the currency of exchange in international trade had already become commonplace in the two decades leading up to 1974. Brief history of the Eurodollar System https://www.stlouisfed.org/on-the-economy/2022/january/bretton-woods-growth-eurodollar-market Econtalk - How Argentinians deal with inflation https://www.econtalk.org/devon-zuegel-on-inflation-argentina-and-crypto/ Currency debasement in Egypt's Ptolemaic Dynasty (began under Ptolemy I circa 300 BC) Correction: Silver and bronze currencies were debased, copper was not used. https://www.worldhistory.org/article/1256/the-economy-of-ptolemaic-egypt/ Continental inflation (War of Independence) https://www.aier.org/article/not-worth-a-continental/ Fund manager Mark Mobius can't get capital out of China https://www.cnn.com/2023/03/06/business/mark-mobius-china-capital-controls/index.html#:~:text=Shanghai%20Mark%20Mobius%20has%20said,t%20take%20my%20money%20out. Investor relations - Growthpoint properties https://www.growthpoint.co.za/investor-relations/
‘I feel I have dedicated my entire career and a big part of my life to Growthpoint': Norbert Sasse, Group CEO of South Africa's largest JSE-listed property group, on his nearly 24-year innings with the company. Podcast series on Moneyweb
George Muchanya – Head of Growthpoint Investment Partners
George Muchanya – Head, Growthpoint Investment Partners
See omnystudio.com/listener for privacy information.
Alex Duys from Umthombo Wealth on updates from Growthpoint and Sibanye-Stillwater. Liberty's Zandile Makhoba talks inflation targeting on the back of global inflation data. Cobus Loots of Pan African Resources unpacks the company's results.
Alan Pullinger – CEO
Prof Samson Mamphweli, Director of Centre for Renewable Energy: Stellenbosch University at Stellenbosch University discusses the fate of Eskom as the power utility extends rolling power outages around the country. Estienne de Klerk, CEO at Growthpoint Properties South Africa takes Bruce Whitfield through the company's financial results. V&A Waterfront co-owner, Growthpoint sweetens its dividend and pre-pandemic levels. Share activists, Just Share say business lobby group, Busa is utterly reckless with its proposals on carbon tax. See omnystudio.com/listener for privacy information.
Guest: Estienne de Klerk | CEO at Growthpoint Properties South Africa| See omnystudio.com/listener for privacy information.
Improved trading conditions have worked in Growthpoint's favor as the property company has been able to reduced vacancies and deliver a 5.1% rise in distributable income per share. Business Day TV discussed the company's performance with Group CEO, Norbert Sasse.
Estienne de Klerk – CEO, Growthpoint Properties SA.
Norbert Sasse – CEO: Growthpoint
Anthea Gardner from Cartesian Capital chose Growthpoint as her stock pick of the day
Engelbert Binedell – Chief Operating Officer, Growthpoint Properties
Alex Duys from Umthombo Wealth chose Growthpoint as his stock pick of the day and Independent Analyst Jimmy Moyaha chose General Electric
Paul Kollenberg, head of asset management at Growthpoint Properties on their struggle with diesel as loadshedding persist. John Dludlu, CEO at Small Business Institute on how small business owners are battered black and blue by pro-longed loadshedding. Warren Ingram, personal financial advisor and executive director at Galileo Capital on why you should not gamble with your investments and go with a strategy that works. See omnystudio.com/listener for privacy information.
Join Independent Analyst, Loyiso Mpeta as he shares technical analysis on Hulamin and Growthpoint.
Norbert Sasse, Group CEO at Growthpoint Properties on how the battered industry is coping in the third year of the Covid-19 pandemic. Kenny Fihla, head corporate and Investment Banking at Standard Bank on the company ditching coal to bet on renewable energy. Keet van Zyl, partner, co-founder at Knife Capital is this week's shapeshifter See omnystudio.com/listener for privacy information.
David Shapiro from Sasfin Securities chose Adyen as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Growthpoint
Growthpoint has managed to reward shareholders, despite a slump in activity in the office property market. The landlord has lifted its interim dividend by 5% to 62 cents, as the operating environment in the retail and industrial sectors gained momentum. Business Day TV discussed the company's performance with Group CEO Norbert Sasse.
FNB's Wayne McCurrie unpacks the strong Mr Price results and the Growthpoint update. Steven Joffe, CEO Invicta, talks results and why it elected not to pay a dividend. Eddie Fivaz of TWK on results with the retail and mechanisation segment showing strong growth.
Nedbank's Preston Narainsamy unpacks Growthpoint and Hyprop results. Tomasz Trzósło CEO of EPP on results as the Polish economy opens up with 2022 growth expected at 5.6%. Pan African Resources CEO Cobus Loots on results as operating profit jumps 36%.
Estienne de Klerk – CEO Growthpoint
Offshore / Gold a flat week after the previous weeks sell-off / S&P500 and Nasdaq back at all-time highs after the previous week's aggressive sell-off / Global shipping remains under severe pressure as Chinese port shut after a covid-19 outbreak / US gets an infrastructure bill, but maybe not. It's messy Local / Omnia results paid special dividend and SARS dispute / Growthpoint trading update / Old Mutual to spin off third of their Nedbank holding / May CPI 5.2% with core inflation at 3.1% / +50s can register for vaccines from Thursday / Absa's Q2 2021 Manufacturing Survey shows rising manufacturer confidence
Kruger International's Mia Kruger talks Growthpoint's trading update, with commercial property still under pressure. Justin Schmidt, Absa Retail and Business Bank, unpacks the better-than-expected manufacturing confidence data. Kenneth Collett of SA Murder Mysteries on why now is the time for South Africans to take over the world.
In this week's podcast episode we talk to Musi Skosana, a property investor and asset manager. Musi was awarded Equity Dealer of The Year for 2014 and was consequently named a Game Changer in the financial services industry in South Africa. He is the founder of MSM Property Fund, an asset and private equity manager specialised in property. He was rated number 1 manager for the past year in terms of returns by Citywire. In this episode Musi shares how he started off as a property investor by buying Growthpoint shares, watching the property channel and learning about how to renovate houses and sell them. He bought his first property in his 20s with a friend. It was a one bed, one bath apartment, which they renovated and decided to keep and rent out because it was cash-flow positive. The second property they bought was a 2 bedroom property that cost them R600,000 (US$43,597), which they renovated and sold at R1.3 million (US$94,461) a few months later. Their third property was a 10 unit multi-let, which they also sold at a profit. In this podcast Musi talks to us about collaborating with real estate partners, how to get started with flipping a property, how to find your building team and what to focus on when renovating your property. This is another great podcast episode. Click play and leave us a comment in the comments section below. We are also on iTunes and Spotify, so feel free to subscribe and listen to the podcast on there and please leave us a rating and review on iTunes.
Arnon Amir is Founder and President of GrowthPoint Business Consulting. Arnie's mission is to leverage his 30+ years of sales leadership and business development experience to assist business owners in overcoming their toughest challenges and enabling them to plan, execute and achieve the vision they have for the growth of their business. Arnon has led successful sales teams for small and large companies in markets such as Healthcare, Fire and Security, as well as other high-tech businesses. He has also been part of a senior management team on the corporate level, which has enabled him to witness firsthand how goals properly aligned throughout an organization contribute to its growth. These experiences have confirmed his conviction that top performing companies benefit by striking a balance between superior engineering and new product development with a focused marketing and sales strategy, all leading to consistent customer satisfaction and achievement of revenue and profit objectives. You can watch a video of Mitch & Arnie's discussion on our YouTube Channel. Working as part of a team, Arnon has successfully launched new products and technologies by developing and executing marketing and promotional strategies designed to attract existing and new customers. He has also established strategic alliances with larger companies to expand business opportunities and generate incremental revenue. In addition, he has created and facilitated presentations to potential investors to position companies as attractive investment or acquisition opportunities. Arnie's specific expertise incorporates identifying and positioning a company's true value proposition, developing and executing sales strategies, motivating and coaching salespeople, as well as fostering total team commitment and participation. For general more information about the podcast, send an email to info@beinhakerlaw.com To follow Mitch and the podcast, go to linktr.ee/beinhakerlaw. You can subscribe and listen to episodes on Apple Podcasts, Google Podcasts, Amazon Music and most other directories. Please review us whenever possible and thanks for your continued support! Sponsorships and paid guest appearances are available. Connect with us by email or on social media. The Accidental Entrepreneur is brought to you by Beinhaker Law, a boutique business & estates legal practice in Clark, NJ. To learn about shared outside general counsel services and how to better protect your business, visit https://beinhakerlaw.com/fractional-gen-counsel/ Please support our affiliate sponsors (https://beinhakerlaw.com/podcast-affiliates/). Also be sure to visit our new podcast store (https://beinhakerlaw.com/podcast-store/) to purchase affiliate services, guest merchandise and even podcast merchandise. Yes, we have merch! Digital Accelerant - the digital business card that generates leads. Get a custom branded digital card with information and links to all your social media, email and other information. Text LAW to 21000 to connect with us and request more details. Fetch Internet. Fetch Pro is an app that creates a secure and high-speed mobile internet connection for laptops and desktop computers. Printify - the on-demand print shop to create your own merchandise without cost or the need to house inventory. The Accidental Entrepreneur is a trademark of Mitchell C. Beinhaker. Copyright 2018-2021. All rights reserved.
Alex Duys from Umthombo Wealth chose Growthpoint as his stock pick of the day and Nesan Nair from Sasfin Securities chose PPC. Duys said: " Growthpoint is one of the ones that has optionality and one of those of course is selling assets, paying out debt which will mean that you could get, theoretically, a relatively lower risk investment here with a high upside." Nair said: "I'm going with PPC, I don't think you can ignore the huge rally in the share price that we've seen and then with Cashbuild's results today as well, people are spending a lot of money on home improvement and they must be buying the cement from somewhere. So I suppose you one has to take the likes of PPC, ArcelorMittal at some point in time, as shares that are offering value."
In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host Piet Viljoen, Pranita Daya of Anchor Stockbrokers on Growthpoint, Sable International director Andrew Rissik on rand strength, Evan Walker of 36One Asset Management on doing business in Nigeria and the BizNews team.
Thoughts from Simon Mark Douglas has passed away, sad day for traders and perhaps an important reminder that there's more to life than just trading and markets? Mr Price (MPC) has been sluggish ever since that nasty trading update, seems maybe it coming alive again? Truworths maybe going into the shoe business in the UK. Tough market, not an exciting acquisition. SABMiller, finally Anheuser-Busch InBev has arrived. Maybe. Keith McLachlan Small and Mid Cap fund manager at Alpha Wealth We chat the soon to be listed Sygnia, ARB valuation, Santova (SNV) cautionary and the general state of the Mid and Small cap indices. We Get Mail Christo In your podcast two weeks ago you discussed the Proptrax SAPY and the Proptrax Ten. In it you discussed how you prefer the Ten over the SAPY because GrowthPoint is too heavily weighted in the SAPY while in the Ten all companies are equally weighted and you like equal weightings. So my question is why? I can understand how it is bad when one company is too heavily weighted compared to others but surely there is a case to be made for some companies to be weighted a little more heavily than others? Especially if you want to track the index more closely?