Podcasts about MultiChoice

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.

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

Jan Vermeulen – Editor, MyBroadband 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+. ----------------

The journey for one of Africa's pay TV pioneers is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by businessman Nolo Letele. Topics of discussion include: Letele career in technology and broadcast; history of MultiChoice over the last three decades; the journey to become the continent's largest pay TV player; and thoughts around the impending merger of MultiChoice with Canal+. Business Day Spotlight is a MultimediaLIVE Production. Producer is Demi Buzo.

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...

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

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.

Wilhelm Hertzog, Rozendal Partners gesels oor Multichoise en Canal+ se transaksie, en raad aan aandeelhouers. Volg RSG Geldsake op Twitter

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.

Kea Molefe from Trive South Africa on company news: Sasol wins its Secunda appeal, and Canal+ and MultiChoice agree to work together on the R125 per share buyout offer. Ian Anderson from Merchant West Investments offers insights on SA Reits' performance so far this year. John Loos from FNB raises the question: Will office space demand become more cyclical in the future compared to historical trends?

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.

MultiChoice Namibia het die tweede fase van sy plaaslike inhoud-projek, Ombura, bekend gestel - wat "reën" of "'n nuwe jaar" in Otjiherero beteken. Volgens MultiChoice Namibia se besturende direkteur, Roger Gertze, is Ombura nie net 'n weer-gebeurtenis nie; dit is 'n transformerende siklus, en 'n simbool van vernuwing en groei. Ombura sal agt projekte insluit, naamlik ses vollengte films, 'n dokumentêre reeks en 'n leefstyl reeks, wat elk 'n unieke en outentieke perspektief van Namibië, sy kultuur, sy mense en lewenswyse ten toon sal stel. Gertze brei verder uit.

  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

Arthur Goldstuck, managing director of independent technology research company, Worldwide Worx, discusses the impact a potential buyout of Multichoice by French company, Canal Plus, would have on South African viewersSee omnystudio.com/listener for privacy information.

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. -------------------

In this episode, Founder of Sportscape Media, Gary Rathbone, shares his perspective on SABC's recurring challenges in acquiring free-to-air rights from SuperSport, the underlying strategic objectives behind broadcasting CAF World Cup Qualifiers on FIFA+, insights from Multichoice's interim financial results, SuperSport's entry into sport betting through the rollout of SuperSportBet, and the significance of Showmax's 2024 relaunch for Africa's sport streaming landscape. ------------------- ⭐ The best way to support the podcast is to subscribe, share and leave us a 5-star rating on Apple Podcasts or Spotify.