Podcasts about MultiChoice

Stephen Grootes speaks to Sharmi Surianarain, Chief Impact Officer at Harambee Youth Employment Accelerator, about new youth unemployment data and how employers can hire smart through the SA Youth platform. In other interviews, Jan Vermeulen, Editor at Mybroadband on MultiChoice's potential plan to unbundle SuperSport from DStv channels. 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/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Jan Vermeulen, Editor at Mybroadband on MultiChoice's potential plan to unbundle SuperSport from DStv channels. 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.

MultiChoice het gister sy jaarlikse finansiële resultate vir die boekjaar tot einde Maart bekend gemaak, met 'n omset wat 9% laer is. Die uitvoerende hoof, Tim Jacobs, bespreek die resultate. Volg RSG Geldsake op Twitter

This evening we dive into market movements with Exness, the CEO of Ithubalethu responds to questions around its Inkunzi Student Accommodation Fund, Standard Bank discusses the role of banks in Africa's energy transition, we look at MultiChoice's results with its group CFO, SAB gives us insight into how it is investing in local communities, and in our Field Focus segment we discuss the business of sleep with Dr Alison Bentley. SAfm Market Update - Podcasts and live stream

Tim Jacobs – CFO, MultiChoice SAfm Market Update - Podcasts and live stream

Mia Kriegler of Kruger International discusses how the markets moved today, the rand, dollar weakness, US inflation, the US-China trade deal, news out of Raubex, local transaction data, and MultiChoice results. SAfm Market Update - Podcasts and live stream

« Les entreprises françaises sont trop frileuses en Afrique, elles doivent se réengager sur le continent », déclare Étienne Giros, le patron des opérateurs français en Afrique, qui publie 54 nuances d'Afrique aux éditions Télémaque. Étienne Giros a travaillé 23 ans dans le groupe Bolloré. Depuis onze ans, il préside le CIAN, l'association professionnelle qui regroupe les entreprises françaises opérant en Afrique. Il salue la résilience des quelque 5 000 opérateurs français qui travaillent toujours en Afrique et qui emploient 700 000 personnes. Mais il les invite à plus d'audace. Étienne Giros est le Grand invité Afrique de Christophe Boisbouvier.  RFI : Emmanuel Macron et Jean-Luc Mélenchon ne sont pas d'accord sur tout, comme chacun le sait, mais ils sont d'accord pour dire que les entreprises françaises en Afrique profitent trop d'une situation de rente et qu'elles n'innovent pas assez. Pourquoi cela vous met-il en colère ?Étienne Giros : Cela m'agace parce que cela ne correspond pas à la réalité. Qu'est-ce que c'est qu'une rente ? Une rente, c'est bénéficier d'une situation de monopole qu'on va créer soi-même pour obtenir des tarifs élevés et ne pas développer des progrès techniques, etc. Les grands groupes français et les entreprises de taille moyenne, qui sont en France, ont peut-être eu des situations de rente en Afrique il y a cinquante ou soixante ans. Maintenant, rien n'est plus faux que cela. Les entreprises françaises sont soumises à la concurrence. Je prends un exemple d'un groupe que je connais bien : l'ancien groupe Bolloré qui maintenant s'appelle en Afrique AGL. Il est en concurrence avec des opérateurs chinois, dubaïotes et originaires d'autres régions du monde sur les ports. Le groupe Orange, qui est très important en Afrique dans la téléphonie, est en concurrence avec sept ou huit opérateurs mondiaux. S'il ne performe pas en qualité et s'il n'a pas les bons prix, je peux vous dire qu'il sera battu. C'est donc une erreur de croire que nous sommes en position de monopole.Est-ce que la compagnie Air France ne profite pas de sa position de monopole sur certaines lignes pour imposer des billets d'avion très très chers ?J'avoue que cela peut arriver et que les billets sont chers. C'est une question souvent de permis et d'autorisation de slots [les créneaux horaires donnés à une compagnie aérienne, NDLR] qui doivent être donnés par les autorités africaines. On appelle de nos vœux l'ouverture de ces marchés, car la communication entre les pays africains est très importante et effectivement c'est trop cher.Vous dites que les entreprises françaises restent très présentes en Afrique. Elles sont plus de 5 000, elles emploient 700 000 Africains pour un chiffre d'affaires de combien ?Cent milliards d'euros, ce qui est beaucoup plus que tout le volume d'affaires que nous faisons avec les États-Unis ou la Chine.Mais vous dites aussi, que depuis le Covid-19 de 2020, vous voyez des chefs d'entreprise français qui préfèrent renoncer à leurs projets en Afrique. Pourquoi ?Ils renoncent ou ralentissent parce qu'ils sont confrontés à un ressenti du risque africain qui est élevé. Le départ de la France dans des conditions compliquées, on va dire cela comme ça, du Sahel, les affaires de conformité avec le risque réputationnel ou le risque d'être traîné devant les tribunaux, les questions de la corruption qui perdurent et la petitesse des marchés…Tout cela fait que les entreprises françaises y réfléchissent à deux fois avant d'aller sur place. Notre travail, c'est de faire baisser le ressenti du risque en disant : « Non, l'Afrique n'est pas plus risquée qu'ailleurs ». Deuxièmement, en disant « Petit marché deviendra grand, une classe moyenne en Afrique arrive, la croissance démographique est là et ce continent est ouvert sur le monde ».Vous racontez dans votre livre l'histoire d'une entreprise française implantée en Afrique qui réclamait son argent. Le ministre des Finances de l'État concerné lui a répondu : « Je vous paye si vous me donnez 10% en dessous de la table ». C'est ce qu'on appelle du chantage. Comment cette entreprise française s'en est-elle tirée ?Elle s'en est tirée parce que c'était un grand groupe qui avait les reins solides. Elle a attendu. Elle a discuté avec les bailleurs de fonds. Elle a rendu public, non pas dans la presse mais à certaines personnalités, cet état de fait. Finalement au bout d'un an, un an et demi, ça a été réglé. Mais une entreprise de taille moyenne qui ne peut pas tenir un an, un an et demi et qui a les emplois en cause, va quelquefois, soit être obligée de partir, soit être obligée de céder. Tout ça pour dire que je sais que peut-être certains ne vont pas être d'accord avec ce que je vais dire. Et je pense que les entreprises dans les affaires de corruption sont davantage victimes qu'opératrices.Un groupe français bien connu, le groupe Bolloré, pour lequel vous avez travaillé, est visé par la justice française qui le soupçonne d'avoir acquis frauduleusement la gestion des ports de Lomé et de Conakry. Est-ce que le groupe est plutôt victime ou plutôt coupable ?Je ne vais pas prendre parti sur ce dossier d'autant que la justice n'a pas encore rendu ses conclusions. Je ne peux pas répondre à votre question.Cette affaire judiciaire n'est-elle pas la raison pour laquelle Vincent Bolloré a vendu toutes ses activités africaines en 2022 à l'armateur italo-suisse MSC ?Je ne suis pas mandaté pour expliquer les motivations du groupe pour son départ d'Afrique dans les domaines du transport. Je ne crois pas que cela soit la raison. Je crois que c'est simplement un arbitrage d'actifs. Et ce groupe, qui est un groupe puissant, qui évolue beaucoup, a décidé d'orienter sa stratégie de manière différente et de quitter les transports, puisqu'il a vendu, certes, ses activités de transport en Afrique à MSC, mais il a aussi vendu ses activités de transport monde à CMA CGM. Ce n'est pas l'Afrique qui était visée. Je pense que c'était simplement une réorientation stratégique. D'ailleurs, ce groupe conserve sa présence en Afrique dans le domaine des médias. Canal+, qui appartient à ce groupe, est en cours d'acquisition du grand opérateur de télévision payant sud-africain qui s'appelle Multichoice, une énorme acquisition sur toute l'Afrique australe. Deuxièmement, il déploie la fibre dans une dizaine de pays. Je pense donc que ce n'est pas un signe de désintérêt de l'Afrique, c'est plutôt une réorientation stratégique.

Guest: Thinus Ferreira, Independent Film & Tv Critic 702 Weekend Breakfast with Gugs Mhlungu is broadcast on 702, a Johannesburg based talk radio station, on Saturdays and Sundays Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Sasfin's David Shapiro runs us through the day's market moves, local inflation,Southern Sun results, the oil price, PGM shares, the MultiChoice deal, and SA's economic growth prospects. SAfm Market Update - Podcasts and live stream

Clement Manyathela hangs out with author and economist Elias Masilela. Masilela, who is also the Chairperson of the Multichoice Board, speaks about his life and career as well as the work of his parents who played a critical role in the struggle against Apartheid. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Gugs Mhlungu speak to Independent Film & TV Critic, Thinus Ferreira on what to make of the latest struggles at Multichoice following reports of declining subscription numbers and warnings on the effects of the difficult economic times.See omnystudio.com/listener for privacy information.

Lester Kiewit gets The Africa Report with Kiri Rupiah of The Continent. They discuss the state of DRC peace talks; how efforts to buy Multichoice have been scuppered by corruption; and firsts for women in Zimbabwe and NamibiaSee omnystudio.com/listener for privacy information.

Drie Namibiese films, naamlik Lukas deur Dr. Philippe Talavera, Walvis Tale deur Tim Hübschle, en Skeleton Coast deur Mondjila Studios, is genomineer vir die gesogte Africa Magic Viewers' Choice Awards 2025 in Nigerië. Die jaarlikse toekennings, aangebied deur MultiChoice, vier uitstekende prestasies in televisie en film van regoor die kontinent. Vanjaar se prysuitdeling vind op 10 Mei plaas. Aanhangers kan tot 4 Mei vir hul keuses stem op die Africa Magic-webwerf. Kosmos 94.1 Nuus het gesels met Philippe Talavera.

Drie Namibiese films, naamlik Lukas deur Dr. Philippe Talavera, Walvis Tale deur Tim Hübschle, en Skeleton Coast deur Mondjila Studios, is genomineer vir die gesogte Africa Magic Viewers' Choice Awards 2025 in Nigerië. Die jaarlikse toekennings, aangebied deur MultiChoice, vier uitstekende prestasies in televisie en film van regoor die kontinent. Vanjaar se prysuitdeling vind op 10 Mei plaas. Aanhangers kan tot 4 Mei vir hul keuses stem op die Africa Magic-webwerf. Kosmos 94.1 Nuus het gesels met Philippe Talavera.

Multichoice has announced a 21 percent subscription fee increase effective March 1, 2025, adding pressure on already struggling Nigerian households. With inflation rising and incomes shrinking, many subscribers are questioning the necessity of another increase and exploring alternatives. In today's episode of Nigeria Daily, we examine the possible impact on Nigerians,.

Stephen Grootes talks to Duncan McLeod, Founder and Editor at Techcentral, about the proposed restructuring of MultiChoice to comply with South African broadcasting regulations, following Groupe Canal+'s acquisition bid.See omnystudio.com/listener for privacy information.

Mudiwa Gavaza – Tech analyst and Journalist, Business Day SAfm Market Update - Podcasts and live stream

This evening we look at the markets with Sanlam Private Wealth, we speak to the Nelson Mandela Foundation about Douw Steyn's legacy, Business Day tech analyst Mudiwa Gavaza helps us understand the new proposed structure for MultiChoice once the Canal+ deal is completed, Dr Raymond Parsons of NWU unpacks expectations for the upcoming state of the nation address, and we speak to STBB Attorneys about how marriage in community of property impacts ownership. SAfm Market Update - Podcasts and live stream

About this EpisodeIn Episode 198 of the FintechChatter podcast, Dexter Cousins chats with Joel Yarbrough, CEO of Moment. Joel, an OG fintech leader, discusses his global journey with roles at PayPal, Grab, and now Moment, where he's tapping into Africa's fintech opportunities.Dexter and Joel discuss the qualities of successful individuals in startup environments, emphasizing the importance of passion, collaboration, and a growth mindset.Joel talks about the Importance of giving back and building diverse teams, as well as the challenges of hiring in a rapidly changing market. He also provides insights into the future of Moment and the importance of being mission-driven in the business world.About JoelA passionate leader whose love of technology drives him to deconstruct complex systems and rebuild them to solve real problems. He has spent most of my career helping strategise, design, product manage, and deliver multi-channel solutions in and around the intersections of financial services, commerce, and technology.He would describe himself as a great evangelist and dot connector, working with partners to understand their strategies and solve their problems. The delight of leading product teams to make the vision a reality is a real joy. His core belief is that together we can make the world a better place - even if it's through our own enlightened self-interest. By doing things well, and being decent to each other we will all keep pushing to a brighter place together.About MomentMoment is an integrated payments platform for Africa, incubated as a joint venture by MultiChoice, Rapyd, and General Catalyst. We connect businesses and consumers in over 40 African countries. We're able to do so through our broad network that aims to cover over 100 payment providers, 200 local payment methods, and 40 currencies.Key TakeawaysHow Africa's projected population growth presents unique opportunities for fintech.Moment's aims to build a comprehensive payment network for Africa, as the trend towards digital payments grows. Regulatory changes are shifting towards enabling innovation rather than just consumer protection.Australia's fintech scene is strong but needs to leverage its geographic and cultural assets more effectively.Regional trade clusters are more valuable than cross-oceanic trade relationships.The gig economy has empowered individuals in emerging markets, changing their economic prospects.The diversity in teams provides greater problem-solving capabilities and drives a growth mindset for individuals.Navigating hiring challenges requires clear communication to achieve high standards and cultural fit.Giving back creates a positive network effect and greater sense of fulfillment.Chapters00:00.  Introduction to Joel Yarbrough and Moment05:42.  The Unique Opportunity in Africa's Fintech Landscape14:01.  The Impact of Fintech on Personal Agency19:44.  Australia's Fintech Identity and Global Positioning25:08.  Understanding Human Capital in Startups30:32.  Passion vs. Mission-Driven Work39:01.  Navigating Hiring Challenges in a Changing MarketSend us a textSubscribe Newsletter: https://www.linkedin.com/newsletters/fintech-leaders-7092732051488980992/Connect on Linkedin: https://bit.ly/3DsCJBp

Listen to John Maytham's weekly book reviews and share his passion for all things literary. From fiction to non-fiction, John reads and reviews a range of books that would sit well on your reading list. FICTION Orbital by Samantha Harvey, Karla's Choice: A John Le Carré Novel by Nick Harkaway NON-FICTION Henry V: The Astonishing Triumph of England's Greatest Warrior King by Dan JonesSee omnystudio.com/listener for privacy information.

John Maytham speaks to Duncan McLeod, Editor of TechCentral, about MultiChoice's sharp profit decline from R1.5 billion to just R7 million. McLeod highlighted the immense pressure the company faces from streaming giants like Netflix, which have disrupted the traditional satellite pay-tv model.See omnystudio.com/listener for privacy information.

Die finansiële hoof van Multichoice, Tim Jacobs gesels oor die groep se finansiële resultate. Volg RSG Geldsake op Twitter

Tim Jacobs – CFO, MultiChoice SAfm Market Update - Podcasts and live stream

This evening we look at the markets with PSG, discuss MultiChoice and Premier Group's financials, MyBroadband joins us to discuss a proposal to shut down South Africa's broadband network, Nedbank helps us unpack recent local labour force data, and in our Property Insights segment we speak to Moneyweb's Ciaran Ryan about an ongoing saga where an FNB client's property was auctioned when it shouldn't have been. SAfm Market Update - Podcasts and live stream

Die Vereniging van Uitsaaiveterane is amptelik in die hoofstad bekendgestel. Die vereniging gee aan van die mees ervare stemme in die uitsaaibedryf 'n geleentheid om hulle passie verder te voer en die jonger generasie op te lei. Volgens Kolie van Koller, die stigter en sameroeper van die groep, sal hulle vroeg volgende jaar begin met opleiding. Walvis Bay Salt is die hoofborg sowel as Multichoice Namibia. Roger Gertze, die besturende direkteur van Multichoice, het sy ondersteuning so verwoord.

  Jane Dutton speaks to Consumer Journalist, Wendy Knowler about if someone calls you saying they are from Multichoice, you may not suspect that your bank funds could be in danger of being accessed, but you should. Several people have shared with Wendy how a call supposedly about claiming DStv rewards led to massive financial losses. Wendy and Jane spoke to the victim (Witness Mjoli) and the Head of Financial Crimes at Capitec Bank, Nick Harris to understand the modus operandi and how to protect yourself. See omnystudio.com/listener for privacy information.

Jan Vermeulen – Editor, MyBroadband SAfm Market Update - Podcasts and live stream

This evening we look at market moves with FNB Wealth and Investments, speak to Old Mutual about the latest trade move by China in retaliation to EU electric vehicle tariffs, MyBroadband discusses Cell C and MultiChoice being ‘technically insolvent' and how they can be rescued, Luno joins us to discuss its latest partnership with Zapper, that now allows you to use crypto to pay in 31 000 merchants across the country, and in our Agri Focus segment, we speak to the African Snakebite Institute on local anti-venom production being halted. SAfm Market Update - Podcasts and live stream

In this episode, former Manager: Sponsorship, Marketing & PR at MultiChoice, Nstiki Msuthu, joins Edem and Jabu to consider the outlook for Betway and the Premier Soccer League (PSL) following the recent conclusion of the deal. Ntsika, who is now Director of Sponsorship and Partnership at Rugby Afrique, discusses African sport's reliance on betting companies, the opportunity for Betway to activate their sponsorship through content creation and digital engagement, why South Africans spent a total of R420bn in placing sports bets, and the unique challenges facing Rugby Afrique's sponsorship strategy. ---------------

(Nigeria was not as fast as lightning) This week we're updating you on Nigerian Debts, Politics in the Horn of Africa and Moroccan Industrial Policy.There's also a bunch of quick takes like huge cannabis plant in Rwanda, the rise of MPox, and a Nigerian in space! Join us in keeping it brief across the continent. https://www.instagram.com/thebrief.xyz/

Anele says, “My friend was dating a girl who worked at Multichoice, she put him on the family package where you get discount. They have since broken up and a year later, his DSTV bill came, and he realised he had been taken off and put back on his old plan, now he is annoyed that she didn't warn him.See omnystudio.com/listener for privacy information.

Odwa Magwentshu of Trive South Africa discusses the ArcelorMittal South Africa trading update and the potential opportunity with MultiChoice trading at R107 against a R125 offer. Rob van Eyden, CEO of Scope Markets SA, observes a shift in trader preferences from FX to lower-risk indices. Keri-lee Edmond from Old Mutual Corporate Consultants explains how the new two-pot retirement system could potentially double or triple younger investors' retirement funds.

Key Takeaways MultiChoice Trading Opportunity: Potential for profit if the Canal+ deal goes through, despite current low stock prices. Futures Trading: Importance of understanding margin, liquidity, and strategy when trading ALSI and ALMI futures. Market Conditions: Current cheap valuation of SA Inc stocks presents opportunities, pending political stability and cabinet announcements. MultiChoice Mis-pricing: Discussion on the 125 Rand mandatory offer from Canal+ for MultiChoice. Current stock trading at 102 Rand due to poor financial results. Analysis of Canal+'s offer document, potential deal completion, and possible trading opportunities. Index Futures - ALSI and ALMI: Detailed overview of trading ALSI (All Share Index) and ALMI (All Share Index Mini) futures. Explanation of points trading, margin requirements, and contract specifics. Tips on trading strategies, including liquidity considerations and handling overnight gaps. Trading as a side hustle, watch the video. Market and Stock Updates: Cabinet Announcement Awaited: Market reactions and fluctuations in the Rand. Individual Stocks: Analysis of Mr. Price*, Foschini Group*, Nedbank, Spur, and CMH*. Banking Sector: Observations on price to book ratios and the overall market valuation of SA Inc stocks. Simon Brown All charts by KoyFin | Get 10% off your order * I hold ungeared positions. dd  

In this episode, Edem and Jabu examine the drivers behind MultiChoice's $225m (R4.1bn) after-tax loss, how the cost-of-living crisis and currency fluctuations across its core markets influenced the results, and what this all means for the ongoing merger negotiation with Canal+. ----------------

MultiChoice Nambia het in Windhoek begin met Vennote Teen Roofkyk. Hierdie vennootskap wat die Namibiese Rolprentkommissie en die ministerie van Inligting en Kommunikasietegnolgie en ander belanghebbers betrek, is daarop gemik om die skeppende bedryf te beskerm met bewustheid van kopiereg en intellektuele eiendom. Besturende direkteur, Roger Gertze, het Namibiërs aangeraai om nie inhoud wat geroof is af te laai nie...

Jan Vermeulan, CEO of MyBroadband,joins John Maytham on the Afternoon Drive show to talk about the ambitious plans of Maxime Saada, Chair and CEO of Canal+, as Saada aims to transform Canal+ into one of the top-five largest entertainment groups globally through the acquisition of MultiChoice.See omnystudio.com/listener for privacy information.

Le groupe audiovisuel français Canal+ a fait un pas supplémentaire ce mardi vers le rachat du géant sud-africain de la télévision MultiChoice. L'offre de Canal a en effet été jugée « raisonnable » par un collège d'experts désigné par MultiChoice. Le rachat pourrait toutefois prendre encore plusieurs mois, le temps d'obtenir les autorisations réglementaires.  Ce projet de rachat est dans les tuyaux depuis des mois, c'est un projet chiffré à 1 milliards 500 millions d'euros. Le Français Canal+ veut grossir. Il est déjà présent à l'international, au Vietnam, en Pologne, ou encore en Autriche. Mais Canal+ veut aussi élargir sa présence en Afrique.Le groupe de télé payante sud-africain MultiChoice est présent dans 16 pays africains : Zimbabwe, Mozambique, Ghana, ou encore Nigéria, l'Afrique anglophone et lusophone, donc. Et comme Canal+ de son côté est présent principalement en Afrique francophone, les deux acteurs sont vus comme complémentaires.L'ambition de Canal+ : construire un mastodonte mondial du divertissement ? Jusqu'à maintenant, MultiChoice était le principal concurrent de Canal+ en Afrique. Mais le groupe français estime que pour rivaliser avec les énormes plateformes  américaines comme Netflix, Amazon Prime, ou encore Disney+, il faut investir et s'allier. Jacques du Puy, directeur de Canal+ International, le confiait à RFI en février 2024 : « Les deux groupes ensemble, ça fait 50 millions d'abonnés, ce qui est déjà plus respectable par rapport à des groupes comme Netflix, qui a 260 millions d'abonnés.»Environ 26 millions d'abonnés Canal, 23 millions d'abonnés MultiChoice, cette fusion, si elle aboutit, permettrait au groupe de quasiment doubler de taille. À tel point que Canal+ parle d'une étape qui serait « historique ». Sachant que si tout se passe comme prévu, le nouvel ensemble pourrait être doublement coté en Bourse : en Europe, et à Johannesburg.Un projet aussi pour soutenir de nouvelles créations africaines Le groupe français estime que le continent africain « offre de grandes perspectives, avec des histoires riches et variées, des talents nombreux ». Canal assure que cette nouvelle entité permettrait d'investir davantage dans la production locale. Le groupe cite en exemple la série « Spinners » produite à la fois par Canal+ et MultiChoice : un thriller de 8 épisodes qui prend place dans les townships du Cap. 

Old Mutual Chief Group Economist Johann Els and Bruce Whitfield delve into the latest gross domestic product figures that showed 0.1% contraction in the first quarter of 2024 - which was worse than economists expected. 2024 was off to a disastrous start, with local consumer demand weak and mining output shrinking by 2.3 percentage points. Platinum group metals, coal, gold and manganese ore were the worst performers. Dr Rutendo Hwindingwi, Founding Director at Tribe Africa advisory & author of Rumble in the Jungle Reloaded, joins Bruce Whitfield to delve into the latest developments shaping business narratives across the African continent. Warren Ingram, co-founder of Galileo Capital and a personal finance expert, together with Bruce Whitfield, explores strategies for safeguarding against market panic. Stock market and currency volatility are inevitable for investors. However, significant events like elections or market crashes can exacerbate this volatility, turning the market's ups and downs into a wild rollercoaster ride with stomach-churning drops.  Bruce Whitfield is joined by Duncan McLeod, Founder and Editor at TechCentral, to provide more insight into the Canal+ R30bn bid for MultiChoice. An independent board set up by MultiChoice has determined that the R125 per share offer by French media giant Canal+ is “fair and reasonable” to shareholders of SA's video entertainment group. See omnystudio.com/listener for privacy information.

This week, FK & Jolzz are joined by Dr Busola Tejumola, the fabulous head of content & channels, West Africa at Multichoice. After helping solve some dilemmas around friendships, they discuss the upcoming AMVCAs and what to expect from the 10th edition of the biggest night in Nollywood. The AMVCA's will air on Africa Magic Channels on the 11th of May, and voting categories are still open till the 28th of April so get online and vote for your faves! Don't forget to use #ISWIS or #ISWISPodcast to share your thoughts while listening to the podcast on Twitter! Rate the show 5 stars on whatever app you listen to and leave a review, share with everyone you know and if you also watch on YouTube, subscribe, like and leave a comment! Make sure to follow us on Twitter: @ISWISPodcastInstagram: @isaidwhatisaidpodYoutube: @isaidwhatisaidpod Hosted on Acast. See acast.com/privacy for more information.

Duncan McLeod, the founder and editor of Techcentral, joins host Bruce Whitfield to examine the interim relief granted to eMedia by the Competition Tribunal in its dispute with MultiChoice regarding sublicensed sports on Openview.   The Constitutional Court's pivotal ruling in favour of Capitec Bank on VAT recovery from irrecoverable loans clarifies the VAT act's interpretation, providing banking sector certainty. This decision's implications will ripple through tax authorities and vendors as they adapt to the court's principles. Charles De Wet, Tax Executive at ENSAfrica explains the nuances…   Watch enthusiast Adriaan Rootman, talks about his love for timepieces and how he makes a living from selling them. Rootman's fascination with watches began as a child witnessing how his father treated his own wristwatch. He details how he was able to turn his passion into a business…See omnystudio.com/listener for privacy information.

We're updating you on the broad themes across the two year's we've been gone namely what's been going on in Nigeria, elections across Africa, the acquisition of Multichoice etc. Join us in keeping it brief across the continent. https://www.instagram.com/thebrief.xyz/

In this episode, Edem and Jabu react to the news that Canal+ Group has submitted an all-cash mandatory buyout offer to MultiChoice amounting to $2.9bn (R54m). The duo briefly consider the financial details of the offer, Vivendi's intention to merge Canal+ and MultiChoice to create a global media company, what Patrice Motsepe's potential entry into a deal could potentially bring and why Bowmans (Law Firm) could play a pivotal role in closing this sports media M&A deal. ------------------- ⭐ The best way to support the podcast is to subscribe, share and leave us a 5-star rating on Apple Podcasts or Spotify.

Duncan McLeod, Founder and Editor at Techcentral, discusses Canal+'s firm offer for MultiChoice, the owner of DStv, considering a secondary listing on the JSE.   Evan Walker, Portfolio Manager at 36ONE Asset Management, engages in a discussion with Motheo Khoaripe about the implications of the groundbreaking retail collaboration between the Shoprite Group and other major retailers, as they unveil the W23 Global Venture Fund   Muhammad Docrat, a Portfolio Specialist at Ninety One Asset Management, analyses  the rising probability of oil prices reaching $100, attributing it to supply shocks disrupting the market. These disruptions are creating turmoil in the oil market, necessitating a deeper examination of the factors influencing supply dynamics   Ian Mann, a regular book reviewer and MD at Gateways Business, along with Motheo Khoaripe, reviewed Morgan Housel's "Same as Ever: A Guide to What Never Changes." The book delves into timeless principles shaping human behavior, economics, and decision-making. It likely offers accessible insights into navigating uncertainty in finance and life, drawing on historical examples and psychological truths. See omnystudio.com/listener for privacy information.

  Shoprite* Results and Market Comparison Discusses the recent Shoprite results, emphasising excellent performance against a high base. Highlights Shoprite's significant CapEx spending, customer savings, and market share gains. Compares market cap of Pick n Pay and Shoprite, pointing out the latter's cash reserves. Reflects on the historical revenue comparison between Shoprite and Pick n Pay over the past 20 years. Shoprite's Competitive Position and Stock Analysis Questions whether Shoprite is always destined to be an expensive stock. Analyzes the current PE ratio, forward PE, and 10-year mean, suggesting that the stock may not be as expensive as perceived. Shares consensus forecasts and target prices for Shoprite, indicating a potential undervaluation. Expresses the belief that Shoprite at ±R270 might not be as expensive as it appears, drawing parallels with the valuation of Nvidia. Shoprite's Success Factors and Pick n Pay's Struggles Explores the factors contributing to Shoprite's success, including central distribution centers and efficiency. Contrasts Shoprite's strategy with Pick n Pay's challenges, noting a decline in consumer satisfaction. Mentions Pick n Pay's recent financial struggles, including a rights issue and debt increase. Gold and Bitcoin at All-Time Highs Addresses the unusual situation of both gold and Bitcoin reaching all-time highs simultaneously. Discusses the fears driving gold prices, such as inflation, interest rates, conflicts, and global elections. Highlights gold's potential target of $2,500 and the positive impact on gold mining profits. Shares the performance of various gold mining stocks over the past three years. Canal+ Offer for MultiChoice Updates listeners on Canal+'s revised offer of R125 per share for MultiChoice, which is currently trading at R113.50. Discusses the time value and risk value of the deal, expressing the view that this might be the final offer. Finance Costs and Corporate South Africa Examines the increase in net finance costs for Sea Harvest, attributed to higher interest rates. Acknowledges the challenges faced by Corporate South Africa, including Eskom issues, logistic challenges, and rising interest rates. Assures listeners that some of these challenges may start to fade away in the future. * Simon holds ungeared positions.

Nikkei 225 reached a new all-time high after 35 years Historical context: peaked in December 1989, 82% drawdown by March 2009. Factors contributing to the 80s crash: Yen protection, low rates, speculative bubble. Current challenges: aging population, economic complexities, recent inflation. Investment options: Sygnia JP (SYGJP) - JSE-traded, and Investec's structured product. Warren Buffett's Annual Letter Warren Buffett's annual letter to shareholders released. AGM scheduled for May 4th, details about screening yet to be announced. Historical and informative; available on BerkshireHathaway.com. City Lodge Results City Lodge results: Revenue up 10%, dividend up 20%, HEPS up 10%. Occupancy at 61%, pricing power at 65%. Challenges in margins due to increased focus on food and beverage. Comparison with other hospitality stocks: Sun International, Southern Sun. MultiChoice Canal+ Offer Canal+ acquires 35.01% of MultiChoice voting rights, triggering a mandatory offer. Takeover Regulation Panel ruling. Speculation on Canal+ offer price, potential sweetening of the deal. Bitcoin and Bitcoin Halving Bitcoin trading around $59,884, near all-time highs. Upcoming Bitcoin halving in April and its potential impact. Local perspective on Bitcoin and its role in the market. Bitcoin in ZAR trading over a million, emphasising its volatility. Discussion on Bitcoin's market cap compared to traditional stocks. Pick n Pay* Update Pick n Pay's disappointing update: debt doubled, sales going backward. Market's negative reaction reflected in the stock price. Potential exit strategy if weekly close falls below 2022. * Simon holds ungeared positions.  

Disney results: Last week's big story was about tech, starting with Disney, a stock recommended here back in September at ±$80. Key financials: Linear networks revenue up 9%, Direct-to-consumer up 12%, Parks up 16% Direct-to-consumer still incurred a loss of $400 million Consumer products, content sales licensing, and ESPN performance discussed Overall, not a knockout result but not terrible; I remain a satisfied shareholder Big move in streaming sports! ⚾️

In this episode, Edem and Jabu discuss Canal+ and their offer to buy 69% of MultiChoice for $1.7Bn, what their objectives are behind the proposed purchase and the legal hurdles Canal+ would need to navigate including listing on the Johannesburg Stock Exchange and merger approval from the Competition Commission of South Africa. ------------------- ⭐ The best way to support the podcast is to subscribe, share and leave us a 5-star rating on Apple Podcasts or Spotify.

Jan Vermeulin,  Editor at Mybroadband  discusses the impact of France's Canal+ acquisition of MutiChoice and its growth strategy.   Unveiling insights into South Africa's political and economic landscape ahead of SONA, budget speech and elections   The spirit of entrepreneurship is dwindling in SA as fewer people than ever before are considering starting new businesses. Angus Bowmaker-Falkoner, Lead author of the Stellenbosch Business School SA Entrepreneurship Monitor Report explains    Investment School - Tesla earnings plus Elon Musk's compensation See omnystudio.com/listener for privacy information.

Breaking News: Canal+ Offer for MultiChoice: Canal+, French TV business, offers 105 rand per share for MultiChoice minorities. Synergies between the two businesses. Legal considerations regarding foreign media ownership. MultiChoice closed at 75 rand; market likely to respond positively. Market Updates: Hyprop reports positive festive trading for its tenants. Transaction Capital plans to list WeBuyCars in March; potential value unlock. Evergrande declared bankrupt with over 300 billion dollars in debt. Hong Kong economy expanded 3.2% in 2023. China overtakes Japan as the world's top car exporter. Cristal Challenge Stock Picks: Richemont*: Luxury brand with potential in a recovering economy. [caption id="attachment_41062" align="aligncenter" width="849"] Richemont weekly chart close 31Jan24[/caption] Calgro M3*: Debt under control, potential dividend, well-managed company. [caption id="attachment_41063" align="aligncenter" width="849"] Calgro M3 weekly chart close 31Jan24[/caption] AngloGold Ashanti*: Gold as insurance; geopolitical concerns. [caption id="attachment_41061" align="aligncenter" width="849"] Anglogold Ashanti weekly chart close 31Jan24[/caption] Zeda: New listing, unbundling, potential growth. [caption id="attachment_41065" align="aligncenter" width="849"] Zeda weekly chart close 31Jan24[/caption] Mr. Price*: Positioned well in the retail sector, positive trading update. [caption id="attachment_41064" align="aligncenter" width="849"] Mr Price weekly chart close 31Jan24[/caption] Closing Remarks: Reminder to sign up for email alerts before live sessions. Host: Simon Brown * Simon holds ungeared positions. Host: Simon Brown Date: 1 February 2024

In this episode, Edem and Jabu reflect on the importance of MultiChoice's partnership with Comcast's NBCUniversal and Sky in March 2023 before outlining Showmax 2.0's new app features, its competitive subscription pricing model and the groundbreaking mobile-only Premier League subscription offering. -------------------