Podcasts about JSE

Curro has delisted, leaving ADvTECH and Stadio as the only listed education stocks on the JSE, and both screen as expensive. Simon Brown compares their valuations, looks at the structural shortage of school and university seats in South Africa, and weighs the pending university-status catalyst to find the smart bet. He also covers the MPC's rate hike and a global bond yield sell-off pushing the SA ten-year back towards 9%. Topics: MPC rate hike, global bond yields, Stadio index inclusion, ADvTECH vs Stadio valuations, private schooling in South Africa, the university seat shortage, UNISA, university status, and the investment verdict. Worldwide Markets is powered by Standard Bank Global Markets, Retail and Shyft. WorldWideMarkets is part of JustOneLap.com. Download the ADvTech and Stadio ernings report valuations here.

Victoria Reuvers of WealthStrat discusses the JSE's improved performance, rising Brent crude prices above $100 a barrel and uncertainty over a US-Iran resolution. She explains how higher energy prices could keep SA interest rates elevated for longer, while rand stability offers some relief. She also explores the potential of local bonds as a safe haven amid global equity market volatility. SAfm Market Update - Podcasts and live stream

Inderdaad, opeens bestaat deze podcast al 200 weken. Dank u, dank u. In deze daarom iets speciale aflevering aandacht voor een aards onderwerp; de vreemde lichtverschijnselen in het dorpje Hessdalen in Noorwegen.Hessdalen Lights - UFO's over Norway:https://youtu.be/kU9sUqEQelUHessdalen Valley Of Light:https://www.youtube.com/watch?v=xUzrrknc4bYInvestigation & analysis of transient luminous phenomena in the low atmosphere of Hessdalen valley, Norway:https://www.researchgate.net/publication/222796277_Investigation_analysis_of_transient_luminous_phenomena_in_the_low_atmosphere_of_Hessdalen_valley_NorwayProject Hessdalen:https://www.hessdalen.org/Optical spectrum analysis of the Hessdalen phenomenon:https://www.researchgate.net/publication/228873038_Optical_spectrum_analysis_of_the_Hessdalen_phenomenonAre Hessdalen Lights a Reality, an Illusion, or a Mix of the Two (pp. 590-622):https://www.researchgate.net/publication/354862271_JSE_353_Fall_2021Hessdalen lights:https://en.wikipedia.org/wiki/Hessdalen_lightsBolbliksem (natuurverschijnsel):https://nl.wikipedia.org/wiki/Bolbliksem_(natuurverschijnsel)Contribution of VLF electromagnetic survey to the investigation of Hessdalen lights (Norway):https://www.sciencedirect.com/science/article/abs/pii/S0926985124001149The Hessdalen Lights Seen as the Aerial Counterpart of an Unsuspected Subsoil Phenomenon. Is the Earth Harboring a Multimouth Wormhole?https://journalofscientificexploration.org/index.php/jse/article/view/2965Inspire DIY kit:https://theinspireproject.org/De Zimmerman en Space podcast is gelicenseerd onder een Creative Commons CC0 1.0 licentie.http://creativecommons.org/publicdomain/zero/1.0

David Shapiro of Otto1890 unpacks the weaker rand and JSE losses, led by mining counters amid falling commodity prices. He discusses today's CPI print, the downward GDP revision and the MPC's 25-basis-point interest rate hike. Despite higher Brent crude prices, Shapiro says markets remain stable and expects the rand to hold above R16.40 to the US dollar. SAfm Market Update - Podcasts and live stream

Platinum smashed its 2008 record in January, then fell almost 50%. Simon Brown works through what actually happened to the platinum group metals and why the JSE-listed miners are still generating enormous cash at the lower price. A 1.5 million ounce deficit became a 265,000 ounce surplus in a year, almost entirely because investment demand and Chinese jewellery buying walked away above 3,000 dollars. Electric vehicles were never the real threat. The growth story nobody is pricing is the AI build-out, with ruthenium up 151 percent and iridium up 30 percent on data centre and hard drive demand. Then the five miners side by side: Valterra, Northam, Implats, Sibanye-Stillwater and Tharisa, and the 1 December deadline on the Northam approach.  Download the free report here. Topics: platinum, palladium, rhodium, ruthenium, iridium, PGM supply and demand, AI demand, Valterra, Northam, Implats, Sibanye-Stillwater, Tharisa, FOMC, SARB, the rand. Worldwide Markets is part of JustOneLap.com.

Stephen Grootes speaks to Steve Brookes, founder and CEO of Balwin Properties, about the company’s move into private ownership following its R2.26 billion take-private transaction and delisting from the JSE after almost 11 years as a listed company. The deal, backed by the Public Investment Corporation on behalf of the Government Employees Pension Fund alongside Balwin’s founder and management team, gives the residential developer a longer-term ownership structure and continued operational involvement from its leadership. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Tonight, we round up the day's market moves with FNB Wealth and Investments, unpack the NBCRFLI's response to questions about its financial management, discuss the future plans of property company Balwin Properties following its JSE delisting, examine who should be responsible for preparing graduates for the local economy with Eduvos, and in our AgriFocus segment, we take a closer look at efforts to build South Africa's local olive production industry. SAfm Market Update - Podcasts and live stream

FNB Wealth and Investments' Chantal Marx discusses expectations of an interest rate hike at the upcoming MPC meeting, Brent crude prices, US-Iran talks and market sentiment. She also looks at the JSE's 1% gain, Naspers and Prosus' performance, and how the rand could respond to the MPC decision. SAfm Market Update - Podcasts and live stream

Warren Buys of Private Client Holdings discusses the upcoming MPC decision on local interest rates, the latest CPI data, rand performance and structural reforms. He also looks at the JSE's gains, US markets, ratings agencies and the outlook for company earnings, and the US midterm elections. SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth discusses the US Fed's decision to hike interest rates, Brent crude staying above $100 a barrel, oil supply risks and the market response. He also looks at the JSE, local bonds, the rand's resilience against major currencies and whether global flows could boost emerging markets. SAfm Market Update - Podcasts and live stream

Nineteen times out of twenty, the man Cape Town's police catch red-handed with an illegal gun walks free. JP Smith explains why, and why he's taking national government to court over it. Intelligence analyst Jasmine Opperman lays out something most South Africans haven't clocked: 14 active Bitcoin wallets linked to Hamas, offices operating in the open, and Islamic State using our own organised crime networks as a door into the country. Then, at the close of BNC#9, David Shapiro and Piet Viljoen make the case for staying, both with their money and their outlook: undervalued JSE stocks paying investors handsomely just to hold on, and a reminder that South Africans, whatever else is going wrong, are still hopeful, resilient and friendly to strangers. And on Wall Street, an AI-fuelled selloff runs straight into a Federal Reserve decision this week.

Stephen Grootes speaks to Makwe Masilela, founder and CIO of Makwe Fund Managers and Asanda Notshe, Chief Investment Officer at Mazi Asset Management about the growing concentration of the JSE in a small number of large companies and what this means for investors. With market-cap-weighted indices giving outsized exposure to the biggest stocks, investors can appear diversified while remaining heavily dependent on a handful of companies and sectors. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 `See omnystudio.com/listener for privacy information.

At BNC#9, veteran stockbroker David Shapiro told delegates that AI had roughly tripled his own output, and he is not slowing down at 78. He argued that South Africa's real obstacle is not regulation but ideology, and that it is costing the country a venture capital industry, a functioning collateral-free lending market, and a mining sector he believes is sitting on far more gold than it is using. He also explained why he cannot make a living from the JSE alone, why he sends most of his clients' money offshore, and the one signal he trusts more than any headline: what the share price is actually doing while the story is still being told.

Carl Neethling didn't set out to run Ascendis Health. A small, almost accidental shareholding tripped a JSE disclosure threshold, and not long after that he was locked out of his own email on the day he took the company over. What he found inside: nineteen accountants who, in his words, spent their days counting money that no longer existed, a head office costing more each year than the whole business was worth, and a regulator that ruled his takeover consortium had broken the law, only for a high court to tear the ruling up. He calls it the most painful experience of his life, and he's adamant Ascendis will never go anywhere near the JSE again.

Chantal Marx of FNB Wealth and Investment unpacks the second-quarter GDP figures and the contractions in key sectors. She discusses what could drive an economic recovery, including consumer spending, lower oil prices and improved business confidence. She also looks at the strong Super Group and WBHO results, the JSE's positive performance led by energy counters, and the rand holding below R16. SAfm Market Update - Podcasts and live stream

In this episode of the Limitless Podcast, Dr. Matthew Preston and Dr. Thaon Simms welcome back Ryan Strachan for a wide-ranging conversation on investing, Jamaica's energy future, infrastructure, the Jamaica Stock Exchange, and the forces that could reshape the Jamaican economy.⚡ A major focus is the future of JPS and Jamaica's electricity sector. Ryan explores what the upcoming changes could mean for renewable energy, battery storage, electricity prices, manufacturing, household expenses, and economic growth. Could cheaper energy unlock an entirely new phase for Jamaican businesses and investors?

Nick Kunze of Sanlam Private Wealth discusses the rand's move below R16 to the US dollar, stronger JSE performance and rising commodity prices. He also looks at US market volatility, flows into emerging markets, higher oil prices and inflation risks. SAfm Market Update - Podcasts and live stream

Kea Nonyana of PrimeXBT discusses rising energy costs, the US Federal Reserve's policy shift, the tech bubble and the JSE sell-off. He also looks at the stronger rand, Brent crude's rise, a 10 million-barrel shortfall spooking the market, risks surrounding the Strait of Hormuz, as well as gold hitting a three-month high. SAfm Market Update - Podcasts and live stream

Victoria Reuvers of WealthStrat discusses market uncertainty, higher oil prices, US debt ceiling, weaker bond yields and pressure on equities, the impact of oil at $90 a barrel on inflation, as well as the rand and JSE's performance. SAfm Market Update - Podcasts and live stream

"Running a business is really complicated," says David White, founder and CEO of DRG, BusinessFit SA and The Africa Marketing Initiative, and the resulting "entrepreneurial time poverty" is what quietly kills small businesses long before bad ideas do. In conversation with Irakli Rekhviashvili, White explains how BusinessFit's open source self-assessment platform works as a "mentor multiplier" for South Africa's estimated 12 million entrepreneurs and SMEs, since "there are not enough mentors around the world, or in particular South Africa," and why structure changes the odds: "if an entrepreneur is able to better understand what is required for them to build a sustainable business, there is almost no reason why those businesses shouldn't be successful." White also revisits DRG's own JSE listing within two years of founding, and the dot-com crash that followed. "I would never do it again, to be honest," he admits. "It took away that magical essence of why we started the business in the first place." What replaced the chase for money, he says, is something else entirely: "spending time with entrepreneurs who believe the world can be a better place... is a reward in itself." On the B-BBEE Act's push for larger companies to direct 3% of after-tax profit and 30% of supply chain spend to SMEs, a combination he's called a "success formula," White is broadly supportive but draws a hard line on how it's funded: "I'm not a great fan of the grants... when we're giving money and there's no expectation for it to be returned, I think the mindset changes of the entrepreneur."

US Treasury Secretary Scott Bessent is selling short-dated paper and buying long in an attempt to force the 10 and 30-year yields lower. Simon Brown explains why fighting a market rarely ends well, and what that trade has already done to gold and the rand. With gold back at $4,630 and the rand at R16, he then works through all five JSE-listed gold miners — Pan African, DRDGOLD, Harmony, Gold Fields and AngloGold Ashanti — comparing production, all-in sustaining costs, balance sheets and analyst price targets, before ranking them and setting out the specific red flag attached to each. He closes with two JSE stocks moving the wrong way: Naspers and Clicks. Topics: US Treasury yields, gold price, rand gold price, JSE gold miners, all-in sustaining costs, hedging and collars, Ghana mining leases, Naspers, Clicks. WorldWideMarkets is part of JustOneLap.com. Sign up for our newsletter https://just-one-lap-newsletter.beehiiv.com/

Analysis of MTN's results and R6bn share repurchase and what really drives returns on the JSE.

David Shapiro has watched the market from a JSE trading floor since 1972, through every crisis from the Asian meltdown to the pandemic. At BNC#9 he makes the case that a single 2022 invention quietly kept the global economy afloat despite punishingly high interest rates, and explains why the new Fed chair's own words about inflation are more revealing than they sound. He also names the industries already fading out of relevance, and where he's looking for the next decade of returns.

Chantal Marx of FNB Wealth and Investments discusses the rand's move below R16, supported by a weaker US dollar and stronger demand for SA assets. She also examines JSE performance, higher oil prices, inflation and Northam Platinum's planned asset sale. SAfm Market Update - Podcasts and live stream

In this episode, Njabulo Mashigo shares how deliberate culture work has helped make Vodacom South Africa the number one top employer in the country three years running, a first in that market. Njabulo is HR Executive Director at Vodacom South Africa, the largest market in the Vodafone Group, and describes herself as a people strategist and culture evangelist. Across 24 years and three industries, from Unilever to South Africa's National Treasury and the JSE to Heineken, she has developed a clear view that culture is not something that simply happens to an organization. It can be orchestrated, measured, and treated as a strategic asset. She and Andy open on the tension facing large companies right now, the pressure to keep growing while cutting costs, and why HR has a role on both sides of that without becoming the hangman.Njabulo explains how her team documents the lived experiences of specific groups inside the business and turns that into an action plan, how they expanded their listening beyond the annual engagement survey, and how data on attrition revealed a leaking bucket problem with retaining women that attraction numbers had masked. She also shares Vodacom's approach to AI, from early instincts to block the tools to running AI immersions in HR, why leader resistance is usually about confidence rather than unwillingness, and how their firelighters hold leadership accountable from the grassroots. Throughout, she makes a practical case for connecting people patterns directly to business results.I hope you enjoy it! As always you can learn more and connect with me on my website (andystorch.com) or LinkedIn. And you can find my books - Own Your Career Own Your Life and Own Your Brand, Own Your Career - on Amazon.Connect with Njabulo Mashigo: LinkedIn

Jackie van Niekerk, newly appointed chair of the South African Real Estate Investment Trust Association and CEO of JSE-listed Attacq Limited, notes despite global uncertainties, inflation, and interest rate volatility, the sector has maintained access to capital markets and continues to show potential for growth. Podcast series on Moneyweb

Atlantic Hardware & Plumbing Company Limited (AHPC) is reporting major growth

David Shapiro of Otto1890 unpacks the US Treasury's bond-buyback announcement, its impact on commodities and the JSE's 2% gain, and whether the resilient rand could break through R16 to the dollar. SAfm Market Update - Podcasts and live stream

Absa and Nedbank are the two cheap banks on the JSE, both trading near 1.2 times tangible book while Standard Bank and FirstRand sit close to two. Simon Brown puts them side by side after both reported and finds numbers so similar that valuation stops being the question: the same fifteen percent return on equity, the same credit loss ratio near zero point nine percent, the same capital. What separates them is that Nedbank has committed to seventeen percent return on equity by 2028 and Absa has not. He also covers the expiry of the sixty-day Iran accord with Brent above ninety dollars, long bond yields back at 2008 levels, a major upgrade to the JustOneLap ETF database, and stocks on the move. Topics: Absa results, Nedbank results, return on equity, cost to income, bank valuations, Iran and oil, the rand, global bond yields, sovereign debt, ETF database, Mr Price, Shoprite, Clicks, Woolworths. WorldWideMarkets is part of JustOneLap.com. Sign up for our weekly newsletter ~ https://just-one-lap-newsletter.beehiiv.com/

Fired from a small quarrying company in 2005 for pitching an idea a lawyer called "unlistable," Andries van Heerden went and built it anyway. Twenty years on, that idea is Afrimat: a R10 billion JSE-listed miner spanning iron ore, manganese, anthracite, rare earths and now cement, after last year's Lafarge acquisition. At BNC#9, the man rated by his peers as South Africa's best miner lays out the deals, the near-misses, and the culture overhaul it took to get there, then turns to what's actually hurting Afrimat right now. It isn't the cement plant everyone warned him about. It's the slow unravelling of South African industry itself.

Victoria Reuvers of WealthStrat discusses market sentiment following the US President's bomb threat against Oman, losses in Asian markets and the JSE's resilience. She also explains why the rand is holding firm despite oil price volatility and stronger emerging-market appetite. Victoria Reuvers – Managing director, WealthStrat SAfm Market Update - Podcasts and live stream

Mkhari talks about her role as chair of the JSE-listed group behind Waterfall City, and reveals what Motseng Investment Holdings, where she is founding CEO, has been up to Podcast series on Moneyweb

Chantal Marx of FNB Wealth and Investments discusses conflicting reports on the peace deal, energy prices and Strait of Hormuz traffic, as well as AI bubble risks and high capex. She also unpacks the JSE's performance and Truworths' stronger-than-expected trading statement. SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments unpacks the sea of red on the JSE, the impact of unemployment on market sentiment and key company results, including AB InBev, MTN and British American Tobacco. She also examines US market volatility, the AI bubble and earnings season, before turning to stronger Asian markets despite Japanese public holidays. SAfm Market Update - Podcasts and live stream

The CFO at logistics-focused Equites Property Fund is one of the youngest women executives at a JSE-listed company currently. She shares her story and talks about the growth of the group. Podcast series on Moneyweb

David Shapiro of Otto1890 reflects on US corporate earnings and the growing adoption of AI by businesses. He also unpacks the JSE, where mining stocks performed strongly, and discusses Brent crude oil still lingering at the $80 mark despite the absence of headlines on renewed peace talks. SAfm Market Update - Podcasts and live stream

Thirteen votes vanish, a city manager gets his job back, and Tshwane's bondholders are left wondering what happens to every tender signed while he was out. Kallie Kriel tells Chris Steyn that AfriForum is coming for Julius Malema again, and this time the government's in the crosshairs too. Then Ivor Ichikowitz, the famously private founder of Paramount, breaks his silence on the defence empire he built out of South Africa, and on a fresh survey showing Africa's youth quietly picking sides between Washington and Beijing. Plus: Nedbank's numbers hide a bigger story, the JSE reports on itself, Old Mutual's frozen Zimbabwe shares get a lifeline, and Palantir hands Wall Street another reason to pay attention.

Treasury switched off the taps to 69 municipalities for doing nothing about corruption and mismanagement. Today it switched them back on anyway, days before its own deadline. Alec Hogg asks the obvious question nobody in government wants to answer. Plus: why last week's Reserve Bank rate hold is already punishing the rand, a foundation funded by an arms dealer just published a survey putting China ahead of America in young Africans' eyes, and on the JSE it's a tale of two extremes: Valterra Platinum showering shareholders in cash while ArcelorMittal's losses widen by the day. And the machine that prints the world's most advanced chips just found out China isn't waiting around.

Vodacom has cut its dividend payout ratio from 75% to 65%, which pushes one of the JSE's dependable income names down the list. Simon Brown runs the Top 40 and the mid-cap screen to find where quality local yield actually sits, and shows how Growthpoint, Nedbank, Coronation and Standard Bank can be combined into a home-built income portfolio yielding roughly seven and a half to eight percent, growing ahead of inflation. He also unpacks Alphabet's record quarter, where two thirds of the profit was unrealised paper gains and free cash flow turned negative for the first time on record, and asks how any investor values Tesla when the CEO has promised self-driving cars every year for a decade. Topics: Alphabet results, AI capex, circular AI revenue, Vodacom dividend policy, JSE dividend yields, income ETFs, Tesla valuation, Elon Musk, Bid Corp, Clicks, Absa. WorldWideMarkets is part of JustOneLap.com.

Two judges signed the same court order and can't agree on what it actually stops. Now Ramaphosa's impeachment fight is headed to the Constitutional Court, with the ANC's own GNU partner pushing Parliament to keep working in the background regardless. Meanwhile South Africa's bookmakers want prediction markets like Polymarket treated as illegal, three JSE-listed companies posted results pulling in three different directions this morning, and overnight a sell-off in AI and chip stocks wiped billions off names like Nvidia and SK Hynix. Alec Hogg unpacks what's actually driving each story, and what it means for your money.

You applied for the IPO, got your allotment, then watched the stock sink below the offer price. You're not alone. Dr. Matthew Preston and Dr. Thaon Simms pull real numbers on the last 10 JSE listings and find most left investors underwater. From WIPT's 1824% gain that isn't what it looks like, to Quantus Capital's shaky first week, plus Woodcats, R.A. Williams and Image Plus, they break down who really gets your IPO money and the four questions to ask before the next prospectus drops.Chapters:00:00 Why Your IPO Allotment Never Popped04:14 What an IPO Actually Is09:31 New Shares vs Insiders Cashing Out13:56 The 4 Questions to Ask Before Any IPO15:55 The Last 10 JSE IPOs Scoreboard18:07 Qu antus Capital: Heading Below IPO Price?23:17 Woodcats at 56 Cents: Time to Buy?25:56 R.A. Williams: From $1.00 to 34 Cents29:28 Image Plus: Acquisitions, Debt and the Big Move58:50 One Great Studio: How AI Broke Their Biggest Bet1:09:51 One on One: The AI Education Play1:16:30 Regency Petroleum and How to Gauge IPO Demand

Six years ago, Emmanuel DaRosa walked away from running Jamaica's power grid to bet his own money on the sun. Now the ex JPS CEO is building SUNTERRA's $60 million Midnight Sun project, engineered to survive the exact kind of storm that just wiped out a rival solar farm. Dr. Matthew Preston and Dr. Thaon Simms dig into how DaRosa structured the deal, why Jamaica is falling behind its 2030 renewable energy target, and whether SUNTERRA could eventually list on the JSE.Chapters:00:00 Introduction00:37 From Portugal To Canada: An Unlikely Path To Jamaica05:14 The Secret Recruitment To Become JPS CEO13:48 Why Saying Yes Built His Career17:34 The Renewable Projects JPS Rejected21:47 Leaving JPS To Bet Everything On SUNTERRA22:57 Inside The Midnight Sun Project28:52 Bidding For Jamaica's Next 220 Megawatt Deal33:45 Why A Rival Solar Farm Didn't Survive Hurricane Melissa43:45 The $60 Million Financing Behind SUNTERRA48:51 A Future JSE Listing?59:16 Why Jamaica Won't Hit Its 2030 Renewable Goal

Carreras just posted an 80% profit surge and a $30 share price, but is a buyout next? Dr. Matthew Preston and Dr. Thaon Simms break down what's really driving the numbers, plus seven more JSE stocks worth watching this quarter. From Fesco's record fuel profits to Tropical Battery's failed capital raise, Omni's hurricane fueled growth, and why Elite Diagnostic just hit a fresh 52 week low. If you're holding JSE stocks, this recap tells you what actually matters.Chapters:00:00 Introduction and Market Roundup Kickoff01:51 CARRERAS: The 80% Profit Surge and $7 Billion Revenue Story19:23 Illicit Cigarettes, Vapes, and Could CARRERAS Go Private?33:27 LAB JAMAICA's Streaming Deals With Amazon, Apple TV and Tubi1:14:36 FESCO's Record Year as Middle East Tensions Spike Fuel Prices1:26:50 RPL's 75% Profit Jump and the Yadman LPG Acquisition1:32:34 OMNI INDUSTRIES Profits Double on Hurricane Melissa Rebuild1:46:00 ELITE DIAGNOSTIC Hits a 52 Week Low: What Went Wrong2:00:16 WOODCATS Down Over 20% Since Its IPO2:08:46 TROPICAL BATTERY's Failed $1.79 Billion Capital Raise

Kea Nonyana from PrimeXBT unpacks South32's $5.6 billion sale of its Richards Bay aluminium smelter to Alcoa, before looking back at the first half of the year, with the JSE and gold under pressure while US equities, South Korea and oil emerged as the standout winners. David Crosoer from PPS Investments explains why he's rethinking the traditional equity-heavy portfolio. John Taylor from Liberty discusses the firm's Messy Middle research, focusing on the financial realities facing professionals aged 35 to 55.

What would you do if someone handed you a million dollars to invest on the Jamaica Stock Exchange today? Dr. Matthew Preston and Dr. Thaon Simms each build a portfolio from scratch with one goal: 30% returns by December 2026. From a Chinese car company trading under $3 to a film production stock at an all time low, they walk through every pick, stress test each other's logic, and debate which bets are worth the risk. Whether you're starting with $100K or $10K, this is the framework that matters.Chapters:00:00 Introduction and the Million Dollar Rules01:30 Setting the 30% Target by December03:50 Thaon's Pick: JETCON and the Chinese Car Boom09:07 Stress Testing the Jetcon Thesis14:15 Preston's Pick: The Lab at an All Time Low27:30 Can You Even Buy $1M of Lab Stock?33:35 Hunting for the Next Pick38:00 Thaon's Pick: Select MD and the 55% Arbitrage Gap43:50 Preston's Pick: Atlantic Hardware and the Rebuild Play49:00 Why Construction Demand Hasn't Even Started Yet53:30 Trans Jamaica and the People's Champion55:30 Final Predictions and End of Year Follow Up

Stephen Grootes speaks to Arthur Goldstuck about how the World Cup is becoming a global tech showcase and how Africa is shaping innovation, to Warren Ingram about whether investors should buy into SpaceX and the risks at high valuations, to Nicole Martens about the rise of shareholder activism in South Africa, and to Andre Visser about how the JSE regulates companies and protects investors. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

What happens when one of Jamaica's oldest banks decides it no longer wants public shareholders? Dr. Matthew Preston and Dr. Thaon Simms break down Scotia Group Jamaica's $61.50 per share buyout offer and the $56 billion scheme of arrangement that would take the bank private after 137 years on the JSE. They unpack the difference between a takeover bid and a scheme of arrangement, question whether the price reflects fair book value, and explore a possible arbitrage play before the deal closes.Chapters:00:00 The $61.50 Number Every Scotia Shareholder Needs to Know00:32 Why Scotia Group Wants to Leave the Jamaica Stock Exchange02:53 Inside the Notice: Breaking Down the $56 Billion Buyout05:20 Is NCB Next? The Domino Effect Theory09:13 Who Actually Owns Scotia: NIF, Sagicor, and Donovan Lewis11:58 Takeover Bid vs Scheme of Arrangement Explained21:06 The Liquidity Question: Is There an Arbitrage Play Here30:17 The Book Value Math: Why $61.50 Might Be Too Low31:58 Remembering Mr. Staple's Shareholder Activism34:12 Where Will Scotia's $56 Billion Go Next38:57 CIBC Sells, Scotia Buys: Two Bank Deals, Opposite Directions46:54 Final Verdict: Would They Buy Scotia Stock Now