Podcasts about raubex

Shaun Dendere of Trive runs us through the day's market developments, local markets starting the month off well, Trump doubling down on tariffs, gold returning as a safe haven, Raubex results, the rand, and expectations for the rest of the month. SAfm Market Update - Podcasts and live stream

Theo Vorster, medestigter van Galileo Capital, gesels oor die markte se onsekerheid, Premier Foods se handelsverklaring en Raubex se nuwe kontrak. Volg RSG Geldsake op Twitter

Makwe Masilela of Makwe Fund Managers runs us through the day's market developments, resources falling, financials moving into the red, an update out of Raubex, news around Sun International, Grand Parade's interims, AdvTech's full-year results, and consumer and investor confidence. SAfm Market Update - Podcasts and live stream

  Market Overview Crypto Surge, Gold Decline: Bitcoin rallies as investors shift from gold to crypto. Gold hit a recent high of $2,800 but is now pulling back, possibly towards $2,300-$2,400. Central banks continue to buy gold as a hedge against U.S. dollar dominance and geopolitical risks. [caption id="attachment_43623" align="aligncenter" width="849"] Gold | Weekly | 13 November 2024 Rand Weakness: The ZAR weakened above 18 to the dollar, driven by strong U.S. dollar demand amidst market volatility. South African Rand overshoots due to its high liquidity, making it vulnerable to sharp moves. Trump's Impact on Crypto Market speculation suggests Trump may be crypto-friendly, unlike the current SEC chair Gary Gensler, known for his strict regulatory stance. Potential shifts in the regulatory landscape could benefit cryptocurrencies, particularly Bitcoin. Simon holds Bitcoin and advises caution: ensure crypto is stored in a hardware wallet for safety. Bitcoin | Weekly | 13 November 2024 Local Telco Sector: Vodacom & MTN Both companies struggle with weakened African currencies like the Ethiopian Birr and Egyptian Pound. Profits are impacted when converted back to ZAR. Despite attractive dividend yields (MTN ~4%, Vodacom ~5.6%), Simon remains bearish, highlighting high capex demands and sector challenges. Raubex: Construction Sector Bright Spot Strong results from Raubex, showing resilience in a struggling sector. Diversification into renewable energy and mining operations boosts performance. Simon notes it as one of the few quality construction plays left, alongside Afrimat. Consumer Market Struggles Updates from AVI and BidCorp indicate persistent weak consumer demand, despite optimism from a possible government of national unity. Inflation has eased, but consumer spending remains subdued as households repair balance sheets. Retail updates show mixed results: Truworths reported disappointing numbers, while The Foschini Group* performed better. Tencent Results Tencent posted strong results, though it did not significantly boost Naspers or Prosus stock prices. The market reaction was muted despite the solid performance. Final Thoughts The market remains volatile, with significant moves in crypto, gold, and the Rand. Simon advises a cautious approach, with a focus on quality stocks and long-term plays. Remember: be kind and look out for others. Kindness is rule number one. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview: Crypto vs Gold 02:50 The Trump Effect on Gold and Crypto 06:01 The Future of the Rand and Emerging Markets 08:55 Sector Analysis: Vodacom, MTN, and Raubex 16:02 Consumer Trends and Company Updates gg  

Operating throughout southern Africa and Western Australia, the company has seen margin increases across its four divisions: CEO Felicia Msiza.

Die konstruksiemaatskappy Raubex het vandag sy winssyfers vir die ses maande tot einde Augustus aangekondig. Die omset was 30% hoër, en die wesensverdienste het met byna 50% gestyg. Dirk Lourens, die bedryfshoof van Raubex, gesels oor die resultate. Volg RSG Geldsake op Twitter

Felicia Msiza – CEO, Raubex SAfm Market Update - Podcasts and live stream

This evening we look at the markets with Rand Swiss, speak to CEOs from Vodacom, Raubex and Omnia about their respective results, journalist Stephen Timm discusses his findings around MTI's Johann Steynberg's alleged death, and in our personal finance segment Liberty helps us better understand structured investment products. SAfm Market Update - Podcasts and live stream

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Shaun Dendere from Trive South Africa on Raubex and Southern Sun trading updates. Manuel Franck of Lamna Financial on the growing trend of luxury asset-backed lending and their Pawnbroking Index. Samukelo Zwane from FNB Wealth and Investments introduces two new structured products offering 2x upside and 100% capital protection.

Presidential Vision for Infrastructure Development: The South African President's recent speech emphasised making the country a hub of construction and infrastructure development. The potential for public-private partnerships and the types of infrastructure that might be developed, including roads, energy transmission, and public buildings. Stocks That Could Benefit: Construction Stocks: A detailed look at various construction-related companies and their potential to benefit from the President's infrastructure plans. PPC: Potential benefits from increased construction activity. Murray & Roberts: Despite historical losses, they have a division in infrastructure and renewable power that might benefit. Stefanutti Stocks: Focus on their claim against Eskom, which is crucial for their future. Wilson Bayly Holmes (WBHO): Expected growth, though a significant portion of their revenue comes from Australia. Raubex: Strong performance and solid management, with significant involvement in road construction through Sanral. Afrimat: Supplier of construction materials, benefiting from Sanral and Transnet orders. Reunert: Involvement in industrial cabling and commercial battery storage, critical for new power facilities. Market Insights: Mr Price* Update: Gaining market share and performing well post-elections and during a late-arriving winter. Sasol Production Update: Management's effective handling of controllable factors and slight improvements in Transnet's performance. Kumba Iron Ore: Confirmation of slight improvements in Transnet, echoing Sasol's observations. JSE Listed Construction Stocks | 1 year return | close 23 July 2024 International Market Movements: CrowdStrike* Incident: A significant security update issue affected numerous systems, impacting the stock but not signalling an end for the company. US Small Cap Stocks: Rotation into small caps like those in the Russell 2000 index, offering a cheaper alternative to large-cap tech stocks. Simon Brown wraps up the episode by emphasizing the importance of infrastructure development for South Africa's economy and reiterates his top stock picks to benefit from potential future construction projects: Raubex, Afrimat, and Reunert. He also touches on the potential 3% GDP growth for 2025 and the broader market implications. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order

Anglo-American vs. BHP Group Anglo-American rejects BHP Group's offer, unveils its own restructuring plan. Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses. Focus on high-quality iron ore and copper assets. Discusses shareholder likelihood of accepting Anglo-American's plan over BHP Group's offer. Discussion on lab-grown diamonds and potential impacts on the market. Market Insights Tencent's positive results impact Naspers and Prosus. NASDAQ and S&P close at all-time highs. Analysis of South African market trends, influenced by gold stocks, Naspers, Prosus, Richemont, and Rand strength.   [caption id="attachment_42112" align="aligncenter" width="849"] Top40 close 15 May 2024[/caption] Discussion on upcoming elections' market impact. NHI bill signed, causing sell-off in healthcare stocks. US imposing more tariffs on China, strategic implications discussed. Company Highlights Positive financial results from Calgro M3* and Raubex. Calgro M3 reports good numbers, discusses share buybacks and future prospects.   [caption id="attachment_42113" align="aligncenter" width="849"] Clagro M3 close 15 May 2024[/caption] Raubex impresses with strong financial performance, diversification strategies. Preview of forthcoming corporate earnings announcements and economic data releases. Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results. * I hold ungeared positions. Simon Brown

Noluthando Mthonti-Mlambo speaks to Raubex CEO, Felicia Msiza.See omnystudio.com/listener for privacy information.

Dirk Lourens, bedryfshoof van Raubex gesels oor die groep se finansiële resultate, diversifikasie, en die Suid-Afrikaanse infrastruktuur- en konstruksiebedryf. Volg RSG Geldsake op Twitter

Felicia Msiza – CEO, Raubex SAfm Market Update - Podcasts and live stream

In a recent interview with Bruce Whitfield, Peter Brooke delved into the fascinating dynamics propelling our stock market, shedding light on why recent economic indicators seem to have little sway over investor sentiment. From the impact of global equity markets to the potential implications of BHP Group's bid for Anglo American, Peter offers astute observations on the forces driving market movements. Discover how companies like Raubex and Astral Foods are navigating challenging landscapes and find out why resilience remains a hallmark of South African businesses. With Peter's seasoned perspective, you'll gain valuable insights into market trends and potential investment opportunities. Don't miss out on this enlightening discussion!Thanks for listening! Follow us on Linkedin.

Noluthando Mthonti-Mlambo speaks to the CEO of the Raubex Group Ltd, Felicia Msiza about her career in corporate South Africa. She joined Raubex as an independent non-executive director in February 2011 and has extensive knowledge and experience in the field of governance, including internal audit, external audit and risk management. And has previously served as group chief audit executive at Denel SOC, director of risk and assurance at City Power SOC, head of internal audit at the Independent Development Trust (IDT) and as a partner and director at Sizwe Ntsaluba Gobodo.See omnystudio.com/listener for privacy information.

Alex Duys from Umthombo Wealth on the Shoprite and Alexforbes updates. Felicia Msiza, CEO of Raubex, on a strong set of results as diversification pays off. Ayanda Majola of SV Capital on delivery bike investing.

Raubex has reported double-digit profit growth in the six months to August. The firm says this is largely due to the diversity of its operations which helped it weather difficult macroeconomic conditions. Business Day TV caught up with Raubex CEO, Felicia Msiza for more detail.

Noluthando Mthonti-Mlambo speaks to the CEO of construction and engineering group Raubex, Felicia Msiza about the company's results. Group revenue rose 14.5% to R8.45 billion in the six months to end August and profit almost 20% to about R440 million.See omnystudio.com/listener for privacy information.

Anchor's Reko Nare talks Raubex's solid results including good growth in renewables. Wikus Lategan from Calgro M3 talks financials as Heps increases over 50% after good cost controls and margin improvements. Benay Sager from DebtBusters on their Q1 survey which shows indebted South Africans have 38% less purchasing power than in 2016.

Peter Brooke shares his views on the SA bond yield and whether we're seeing a value trap in this part of the market. Further highlighted in this conversation, results from Raubex and Vodacom. Thanks for listening! Follow us on Linkedin.

Business Day TV unpacks Novo Nordisk, Purple Group, Nampak and Raubex with Anthony Clark from Small Talk Daily Research. Stock Watch

Increased activity in most of Raubex's projects has given it a boost. The construction and materials group delivered a 16% jump in headline earnings per share and this further resulted in a 12.7% increase in its interim dividend. Business Day TV unpacked the numbers with the company's CEO, Felicia Msiza.

Rudolf Fourie – uitvoerende hoof, Raubex

Anthea Gardner from Cartesian Capital chose Raubex as her stock pick of the day

Following weeks in negative territory, Peter Brooke unpacks the bounce in the JSE yesterday, which was led, in part, by the recovery seen in results from Astral, Barloworld and Raubex.

Kayalethu Nodada from Old Mutual Investments chose Raubex as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Absa

Higher levels of government spend, on infrastructure in South Africa, gave Raubex's full-year performance a boost. The construction materials supplier has posted a 31% jump in revenue while headline earnings per share surged 263%. Business Day TV spoke to CEO Rudolf Fourie for more detail.

Rudolph Fourie – CEO, Raubex

Rudolph Fourie – uitvoerende hoof, Raubex

Sanlam's Nick Kunze unpacks the latest commodity miner updates. Rudolf Fourie, CEO of Raubex, chats the company's attempt to buy out minorities in Bauba Resources. David Crosoer from PPS Multi-Managers takes a look at investment themes for 2022.

Ricus Reeders from PSG Wealth Sandton chose Raubex as his stock pick of the day and Alex Duys from Umthombo Wealth chose Famous Brands

Offshore / US inflation, 6.2%. Core inflation highest since 1991. / Johnson & Johnson announced plans to split its company into two, separating its consumer health division from its pharmaceutical and healthcare businesses. / Elon Musk selling Tesla shares, some planned n September. Rest thanks to the Twitter poll. / Singles day in China, muted (+8.5%) but still huge, Alibaba $84.5billion / Tencent results. Slowing in all areas. Common prosperity is visible in the results. Local / MTBPS, not much happening - as expected. / Vodacom buying Vodafone Egypt, nice deal and adds a strong growth region. / Purple Group results, really top class and much better than I expected. 737k funded accounts. / Sappi results, doing well as dissolving pulp prices boom. But energy costs hurting. / Raubex results strong with a really good pipeline and well positioned for infrastructure / Northam scopes Implats and buys 33% of RBPlats

Raubex CEO Rudolf Fourie discusses the company's financials as interim results show a strong return to profit.

Alex Duys of Umthombo Wealth unpacks Sirius's results and talks Omnia's strong update. Rudolf Fourie, CEO Raubex, chats the company's financials as results show a strong return to profit. Redefine CEO Andrew König talks results and the company's offer to buyout and delist EPP.

Rudolph Fourie – CEO, Raubex

Construction and material group Raubex has reported solid first-half results with revenue jumping 52% to R5.99bn and operating profit rocketing to R435.2m as the firm recovered from the impact of Covid-19 lockdown measures in the prior period which brought activity to a standstill. The group's financial rebound along with its positive outlook that it will continue to benefit from increased tender activity, prompted Raubex to almost doubled its interim dividend to 47c. Alishia Seckam spoke to Raubex CEO Rudolf Fourie for more detail.

As is customary for a Monday, Sasfin Securities David Shapiro gives us his insight on the latest developments taking place across local and international markets. The conversation starts by focusing on the price action in New York, where Moderna and Peloton have nosedived, as the world returns to normality. Shapiro notes the tailwinds that both companies had as a result of the pandemic and demand is unlikely to be sustainable as Covid-19 eases. Harry Smit, the representative of the Ascendis Activist Investors, was recently added to the board as a non-executive director. A big win for activism in South Africa and hopefully, the precedent has been set. Speculation surrounding MTN's rumoured buyout of Telkom was also discussed, with Shapiro outlining it is unlikely the Competition Commission would allow this on anti-competitive grounds. The infrastructure drive implemented by the government seems to be well underway; construction group Raubex has posted good numbers. Lastly, small-cap retail investor favourites Renergen and the Purple Group are discussed.  

Rudolf Johannes Fourie – uitvoerende hoof, Raubex

Portfolio Manager, Peter Brooke, takes a closer look at the latest market performance, sharing insights on the implications of events in China currently, as well as on results from Raubex and Remgro. 

Expert market analyst David Shapiro joined the BizNews Power Hour for yet another insightful discussion on Mr Market's latest movements. Most prominently discussed was Anglo American and BHP Billiton's sale of its Colombian thermal coal assets to Ivan Glasenberg's Glencore for R8.3bn, which Shapiro believes makes all three companies look attractive. Also on the line was veteran mining analyst Peter Major. Both experts gave Glencore's purchase the thumbs up. Shapiro, a ‘commodity optimist', believes that those companies that ‘sell a machine that makes a noise or needs big tires' are those that are going to benefit and is particularly impressed by Afrimat, Raubex and Invicta - to name a few.

Expert market analyst David Shapiro joined the BizNews Power Hour for yet another insightful discussion on Mr Market's latest movements. Most prominently discussed was Anglo American and BHP Billiton's sale of its Colombian thermal coal assets to Ivan Glasenberg's Glencore for R8.3bn, which Shapiro believes makes all three companies look attractive. Also on the line was veteran mining analyst Peter Major. Both experts gave Glencore's purchase the thumbs up. Shapiro, a ‘commodity optimist', believes that those companies that ‘sell a machine that makes a noise or needs big tires' are those that are going to benefit and is particularly impressed by Afrimat, Raubex and Invicta - to name a few.

Offshore / US inflation / Disney results / US pipeline shut down due to ransomware attack / UK rejects (softly) Bidens plan for global corporate tax rate / Chinese industrial production and retail sales due Monday Local / Naspers / Prosus share swap / Raubex results / Ascendis swaps debt for assets / Clicks buys Pick n Pay pharamacy business / Cape Town airport has best month since lockdown, still 40% down from 2019 / Long4Life results and NAV discount

With the high Covid risk profile in Africa, and enough available work in South Africa, the company will currently focus primarily on the local market – CEO Rudolph Fourie.

Raubex produced a robust set of numbers of its 2021 financial year-end, all things considered. No nonsense CEO Rudolf Fourie unpacked the results further and was upbeat about what lies ahead for the roads and civil infrastructure construction group. The order book ballooned to R17bn from R10bn in the prior year, which was especially encouraging for shareholders.

Raubex produced a robust set of numbers of its 2021 financial year-end, all things considered. No nonsense CEO Rudolf Fourie unpacked the results further and was upbeat about what lies ahead for the roads and civil infrastructure construction group. The order book ballooned to R17bn from R10bn in the prior year, which was especially encouraging for shareholders.

Rowan Williams from Nitrogen Fund Managers chose Groupe Bruxelles Lambert as his stock pick of the day and Alex Duys from Umthombo Wealth chose Raubex. Williams said: "A company called Groupe Bruxelles Lambert (GBL), it's actually listed in Brussels and it is a family driven holding company. It has significant stakes in European Consumer stocks like Adidas and Pernod Ricard and then big stakes in Lafarge wholesome which is a cement manufacturer so it's quite a diversified group and is trading at a significant discount to NAV of around 35%." Duys said: "I'm going to go for Raubex, we saw the results yesterday which indicated that tender activity obviously has picked up quite a lot as well as their order book which was up almost 70%. I think the comment made by the CEO is that they've seen the most tender activity in almost 50 years, that tells you that something is happening on the ground and they're specifically doing well in the Sanral and road work side so that book is almost full which means only new business will come in and it will be at higher margins."

Rudolf Fourie - uitvoerende hoof, Raubex

Siboniso Nxumalo unpacks the business facts surrounding Adapt IT CEO, Sbu Shabalala's recent leave of absence and the bidding war between Canadian company, Verlarus, and Hugo Group, as well as latest results from Raubex, one of only two remaining listed construction companies on the JSE. 

In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host David Shapiro, Anglo American spin-off Tungela Resources CEO July Ndlovu, Raubex CEO Rudolf Fourie on its results and prospects, Irnest Kaplan on Adapt IT and US tech valuations and the BizNews team.

In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host David Shapiro, Anglo American spin-off Tungela Resources CEO July Ndlovu, Raubex CEO Rudolf Fourie on its results and prospects, Irnest Kaplan on Adapt IT and US tech valuations and the BizNews team.

Raubex's secured order book has increased by more than two thirds to R17.1 billion over the past year, and the firm is eyeing further growth based on the government's infrastructure-led economic recovery plan. Business Day TV's Alishia Seckam unpacked that outlook with CEO Rudolf Fourie.