Podcasts about Remgro

In today's BizNews Daybreak, we examine South Africa's legislative shift toward a merit-based public service to combat state capture and political patronage. Globally, we cover Tesla's massive $25 billion AI investment and the escalating naval conflict between the US and Iran in the Strait of Hormuz. Finally, we analyse Capitec's impressive resilience as it transitions to a new leadership team, Remgro's multibillion-rand exit from FirstRand and Chubb's record-breaking quarterly earnings.

In this Boardroom Talk, BizNews editor Alec Hogg takes a second-level look at three heavyweight shares in the BizNews Ricardo portfolios — Capitec, Chubb and Remgro. He unpacks Capitec's strong growth and rising credit risk, Chubb's underwriting discipline, and Remgro's FirstRand exit as a capital-allocation play, highlighting what each says about management quality and long-term shareholder value. Engage with the BizNews Portfolios here: https://www.biznews.com/investment-webinar/2025/04/09/biznews-portfolios

Zimele Mbanjwa from FNB Wealth and Investments unpacks Remgro's move to press ahead with the restructuring of its Mediclinic interests. Master Drilling CFO Andre van Deventer talks us through the group's record revenue, while Dehan Scherman of National Debt Advisors looks at why more than 60% of consumers are running out of money before month-end.

In this episode of BizNews Daybreak, global markets rally as President Trump predicts an end to the war in Iran within weeks. Locally, Remgro announces a massive R16.5 billion deal to simplify its Mediclinic holdings. We also examine the mechanics of South African fuel prices with Mark Burke, while by-election data reveals ANC support hitting a historic low of 34%.

Jannie Durand, uitvoerende hoof van Remgro, gesels oor die oorname van Mediclinic. Volg RSG Geldsake op Twitter

Eskom CEO Mteto Nyati says South Africa's energy policy must be driven by national interest, arguing the problem is emissions — not coal — and explaining why Eskom has pushed some coal station shutdown timelines out to 2030. Alec Hogg then unpacks Remgro's R16.5bn Mediclinic restructuring, Sabvest's strong annual report and Jubilee Metals' pivot to Zambia. IRR CEO John Endres warns that South Africa has not truly “turned the corner” while fixed investment stays too low to lift growth and jobs. Bloomberg closes with reports that President Trump may seek an Iran-war exit even if the Strait of Hormuz remains largely closed.

Stephen Grootes speaks to Jannie Durand, CEO of Remgro about their latest interim results, which reflect a sharp acceleration in earnings growth and strong cash generation across its portfolio of investee companies. Headline earnings surged, supported by improved operational performance from key assets, while robust dividend inflows enabled a significant uplift in shareholder payouts In other interviews, Joubert Roux, Co‑Founder and Chair of CHARGE talks about the implications of Sanral’s proposed amendments for EV charging infrastructure and roadside businesses. 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 to 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.

Jannie Durand, uitvoerende hoof van Remgro, gesels oor die groep se finansiële resultate. Volg RSG Geldsake op Twitter

Stephen Grootes speaks to Jannie Durand, CEO of Remgro, about their latest interim results, which reflect a sharp acceleration in earnings growth and strong cash generation across their portfolio of investee companies. Headline earnings surged, supported by improved operational performance from key assets, while robust dividend inflows enabled a significant uplift in shareholder payouts. 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/@CapeTalk567See omnystudio.com/listener for privacy information.

In tonight's BizNews Briefing, Melanie Veness argues practical mentorship and support can rapidly scale small businesses, create jobs and break down exclusion. A market update follows, led by Remgro's interim surge, progress at Kore Potash and pressure at Choppies. Donald MacKay then warns localisation policies—like solar panel tariffs—can end up making consumers pay more. Bloomberg closes on Iran's tightening control of the Strait of Hormuz, including reports of multi-million-dollar fees for safe passage.

This evening, we dive into the latest market movements with Otto1890, we speak to Investec SA about its business restructuring, Corusca Consulting and Gibs discuss current relations between the US and SA, Outa examines proposed amendments to Sanral's rest and service facilities (RSFs) along national roads, we look at enterprise transformation with Telkom, and Remgro unpacks its recent results. SAfm Market Update - Podcasts and live stream

Carel Vosloo – CIO, Remgro SAfm Market Update - Podcasts and live stream

In this morning's edition of BizNews Daybreak, Alec Hogg breaks down the market-moving news that Donald Trump has drawn a "line in the sand": an immediate 25% tariff on any country trading with Iran. While South Africa trades "peanuts" with Tehran, the local economy ships billions in vehicles and minerals to the US—putting the auto and mining sectors at immediate risk if Pretoria does not cut ties. We analyse the "binary choice" now facing the Government of National Unity: a symbolic friendship with Iran or the survival of our export economy. Also in this episode: Market Wrap: Resources stocks are going "gangbusters" with Harmony, Impala and Northam Platinum surging over 7%, while "SA Inc" stocks like Outsurance and Remgro come under pressure. US Crisis: Escalating threats to the US Federal Reserve's independence. Iran Unrest: The FT's Andrew England on the defiance of Iran's mullahs despite growing civil unrest. Washington View: Josh Meservey of the Hudson Institute explains how the US views Pretoria's defence of Venezuela and Iran.

Theo Vorster, medestigter van Galileo Capital, gesels oor die wisselkoers, die moontlikheid dat die olieprys verder kan daal, en Remgro se aankondiging. Volg RSG Geldsake op Twitter

Peter Armitage – CEO, Anchor Capital SAfm Market Update - Podcasts and live stream

This evening, we dive into the latest market movements with Makwe Fund Managers, the South African Reserve Bank provides details on new draft exemptions for certain payment activities by non-bank institutions, we examine Alexforbes' financial results, Anchor Capital discusses Remgro's intention to takeover Mediclinic's SA operations, the Bureau of Economic Research looks at the latest manufacturing data, and a tech journalist shares insights on Alibaba's new AI glasses. SAfm Market Update - Podcasts and live stream

Schalk Louw from PSG Old Oak breaks down Tsogo Sun's tough numbers, the Cell C listing, and why Nampak's turnaround is finally gathering traction. KAL Group CEO Sean Walsh unpacks results that show a sharply improved second half, with debt now at its lowest level in fifteen years. Simon reflects on 25 years of ETFs on the JSE – how the market evolved, what worked, and what the next decade could look like.

Johan Gouws, hoof van welvaartadviesdienste by PPS, bespreek die positiewe dag op die markte en die transaksie tussen Vodacom en Remgro. Volg RSG Geldsake op Twitter

In today's BizNews Briefing, Helen Zille's mayoral bid stirs debate as coalition politics shift. Remgro CEO Jannie Durand shares survival strategies while warning against expropriation without compensation. Magnus Heystek explains offshore investing's success, Trump at the UN assembly, Apple eyes Intel, Barloworld struggles, and Sun International wins approval for a new Somerset West casino.

Remgro CEO Jannie Durand tells BizNews why the group's five-year strategy is finally paying off, with earnings and dividends up more than 30% and a special payout for shareholders. From taking Distell private with Heineken, to navigating Vodacom's massive deal, to sitting on a cash pile while SA Inc struggles, Durand explains how Remgro is positioning for long-term growth - and why property rights and pro-growth policies remain critical for South Africa's future

Stephen Grootes speaks to Carel Vosloo - chief investment officer at Remgro, about the group’s strong results for the year to June 2025, with headline earnings per share up 38.4% to R14.09, ordinary dividends rising 30.3% to 344 cents, a special dividend of 200 cents declared, and earnings per share surging 165.6% to R5.95, as more than 80% of investee companies delivered headline earnings growth, reflecting Remgro’s five-year drive to simplify and streamline its portfolio. In other interviews, Irshaad Kathrada, CEO of the Localisation Support Fund, talks about how its partnership with Coricraft has shifted furniture production from imports to local manufacturing, boosting productivity and efficiency, supporting nearly 500 jobs. 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.

Jannie Durand, bestuurshoof van Remgro, bespreek de groep se finansiële resultate. Volg RSG Geldsake op Twitter

Stephen Grootes speaks to Carel Vosloo - chief investment officer at Remgro, about the group’s strong results for the year to end-June 2025. Headline earnings per share were up 38.4% to R14.09, ordinary dividends rising 30.3% to 344 cents, a special dividend of 200 cents declared, and earnings per share surging 165.6% to R5.95, as more than 80% of investee companies delivered headline earnings growth, reflecting Remgro’s five-year drive to simplify and streamline its portfolio. Stephen Grootes speaks to veteran broadcaster Neil Andrews about his remarkable journey from horse-racing commentary to becoming one of South Africa’s most beloved sports presenters, highlighting the passion, versatility, and humility that have defined his decades-long career. 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/@See omnystudio.com/listener for privacy information.

This evening, we dive into market movements with FNB Wealth and Investments, we speak to Busa over challenging the employment equity targets, Remgro discusses its recent results, tech journalist Mudiwa Gavaza provides insight into Taiwan's restrictions on computer chip exports to South Africa, Bonitas addresses the medical aid landscape and what consumers need to know when choosing their provider, and we examine red meat prices in the wake of SA's earlier foot-and- mouth disease outbreak with the Red Meat Producers' Organisation. SAfm Market Update - Podcasts and live stream

Jannie Durand – CEO, Remgro SAfm Market Update - Podcasts and live stream

A recent management buyout of Britehouse from NTT Data – previously Dimension Data – has put the software development house on a new trajectory. In this episode of the TechCentral Show, Duncan McLeod chats to Britehouse executive chairman Graham Parker about the MBO of Britehouse Mobility and what it means for the future of the business. Dimension Data acquired the 60% of Britehouse it didn't already own in a 2015 transaction, buying out shareholders that included Remgro and Convergence Partners. The IT group had held a 40% stake since 2007 before buying out other shareholders eight years later. “Britehouse is embarking on a new era of innovation and independence following a management buyout transaction that effectively acquired the business from NTT Data,” a statement at the time said. “The acquisition from NTT Data marks a pivotal moment in Britehouse's journey.” Following the deal, Britehouse Mobility will operate as a fully independent company. The Britehouse brand will cease to exist inside NTT Data, but the latter will retain the enterprise applications business, with specific focus on SAP and Microsoft, it said. “After several successful years of operating as part of the global NTT Data group, Britehouse is excited to return to its roots as an independent, South African-led business,” said Parker at the time. Parker tells the TechCentral Show about: • His history with Dimension Data and Britehouse; • The story of Britehouse; and • What the business looks like today, and management's plans for growth. Don't miss the discussion! TechCentral

Pieter Uys, voorsitter van Energy Exchange en bestuursraadslid van Remgro, sê een van die voordele is dat dit tariefsekerheid bied. Volg RSG Geldsake op Twitter

Kieran Witthuhn from Anchor unpacks the hefty Remgro discount to net asset value. Master Drilling CFO Andre van Deventer discusses strong results and a robust pipeline of new projects, while STANLIB's Eulali Gouws talks navigating money market funds amid falling interest rates.

Stephen Grootes discusses Remgro's striking 38.7% surge in headline earnings with, Chief Investment Officer, Carel Vosloo and explores the impact of Eskom's restructured residential electricity tariffs with energy analyst Chris Yelland. 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 The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Education Stocks: Winners and Losers Stadio: Strong performance with double-digit growth and 50,000+ learners. Benefiting from a shortage of university spaces and the struggles at UNISA. Potential for further growth through distance learning and university status. ADvTech*: Long-term holding with solid but not as aggressive growth. Strong presence in tertiary education and schools. Expansion into East Africa showing promise. Curro: Disappointing results with flat learner numbers and write-downs on buildings. Struggles may be due to internal issues or broader economic pressures on lower-income consumers. Commodity Movers: Copper & Rhodium Copper: Near all-time highs due to demand from EVs, data centers, and energy transition. Companies like BHP*, Anglo, and Rio ramping up production. Simon is playing the copper trade through BHP Group. Copper | Weekly | 25 March 2025 Rhodium: Seeing a price recovery after a prolonged downturn. Benefiting PGM miners, though still far from peak levels. Platinum & Palladium: Relatively stable within established price ranges. BYD's Breakthrough in Battery Tech BYD claims a five-minute charge for 400 km range, setting a new benchmark for EVs. Outpacing Tesla and other competitors in rapid-charging efficiency. Dominating the affordable EV space with sub-$10,000 models. Tesla's Market Share Decline in Europe Tesla's share of the European BEV market dropped from 21% to 9.6%. Competitive pricing from BYD and lack of Tesla model updates. CEO Elon Musk's political involvement potentially affecting brand perception. Remgro: Growing Discount to NAV Reported net asset value (NAV) of R276.89, but share price only R155. The discount to NAV is reaching extreme levels. Historically, Remgro traded at a much smaller discount, raising questions about potential revaluation. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Education Stocks 06:51 Commodities: Copper and Rhodium Insights 13:34 Electric Vehicle Market Dynamics 18:02 Remgro's Financial Performance and Valuation Insights    

Jannie Durand, uitvoerende hoof van Remgro, gesels oor die groep se finansiële resultate. Volg RSG Geldsake op Twitter

Stephen Grootes speaks to Carel Vosloo, Chief Investment Officer at Remgro about their 38.7% surge in headline earnings, driven by strong performances from its investee companies, including Rainbow Chicken, RCL Foods, Outsurance, and Mediclinic. 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 The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

This evening, we look at the markets with FNB Wealth and Investments, speak to Remgro and Master Drilling regarding their latest respective financials, speak to dtic Deputy Minister Andrew Whitfield about looking to the G20 for AfCFTA support, Standard Bank helps us unpack how the 2025 budget will impact consumers, and we discuss new ways to use hops other than brewing beer with Preserve Botanica. SAfm Market Update - Podcasts and live stream

Carel Vosloo – CIO, Remgro SAfm Market Update - Podcasts and live stream

Chantal Marx, hoof van beleggingsnavorsing by FNB Wealth and Investments, gesels oor die goudprys en Remgro se handelsverslag. Volg RSG Geldsake op Twitter

Odwa Magwentshu of Momentum Securities runs us through the day's markets movements, local equities in the green, gold and platinum prices climbing, updates from SuperGroup and Remgro, and the rand fighting back. SAfm Market Update - Podcasts and live stream

In a candid conversation with BizNews editor Alec Hogg, Chris Logan - Owner and CIO at Opportune Investments, and seasoned activist investor - delves into the challenges and opportunities at Remgro, once a hallmark of South African investment. Logan highlights Johann Rupert's push for executive ownership, the pivot to capital-intensive industries like MediClinic, and the path to unlocking value in a company trading at a steep 45% discount to its net asset value. Could a return to "owner-manager" principles revive Remgro's fortunes? Logan shares insights on this and other market moves, including the Boxer IPO success.

In this episode of the BizNews Briefing, capitalist activist Rob Hersov unpacks the impressive one year track record of Argentina's president (and fellow libertarian) Javier Millei; Top money manager Chris Logan reports back from Johann Rupert's annual public appearance at the Remgro AGM; plus the Boxer listing and today's markets.

Stephen Grootes speaks to Duncan McLeod, TechCentral's Founder and Editor, about South Africa's Minister of Trade, Industry and Competition, Parks Tau, appealing the Competition Tribunal's decision to block Vodacom's R13.2-billion deal to acquire a stake in Remgro's fibre businesses.    In other interviews on the Money Show, Ntlhane Makena, head of the Insolvency, Restructuring and Business Rescue practice at ENS talks about the surprising spike in company liquidations in October, following a notable decline in the first nine months of 2024.See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Duncan McLeod, TechCentral's Founder and Editor, about South African Minister of Trade, Industry and Competition Parks Tau, appealing the Competition Tribunal's decision to block Vodacom's R13.2-billion deal to acquire a stake in Remgro's fibre businesses.See omnystudio.com/listener for privacy information.

What to do with the extra savings now that rates are coming down and a look at Discovery Bank's FY results.

Remgro het vandag winssyfers vir sy boekjaar tot einde Junie aangekondig, die uitvoerende hoof Jannie Durand gesels oor die resultate. Volg RSG Geldsake op Twitter

Ranmore founder Sean Peche specialises in finding cheap shares, often among the neglected small and medium-sized listed companies. He pays little attention to the ‘big news' like the surprise 50 basis point rate cut from the US Fed, preferring to focus on areas where he can see opportunities to buy low and sell high. Freshly returned to his UK base from BNIC#1, Peche identifies the star of that show (Mteto Nyati) and uses the advantage of fresh eyes to compare annual results just released by Discovery and Remgro. He spoke to BizNews editor Alec Hogg.

In the last episode of its first week, BizNews Briefing covers today's news that matters, ranging from how the Israelis created exploding pagers used by its enemies through to politics and business. The Briefing is hosted by BizNews editor Alec Hogg.

Neville Williams – CFO, Remgro SAfm Market Update - Podcasts and live stream

This evening we look at market developments with Anchor Capital, speak to Remgro and Discovery about their respective financial results, discuss the Sarb's interest rate decision with PwC – and in our SME of the Week we speak to TaylaMade Meals about how she got into catering and designing her meals to suit all diets. SAfm Market Update - Podcasts and live stream

Joining Bobby from Cape Town in South Africa as part of this year's EY Entrepreneur of the Year CEO Retreat was Jannie Durand, the CEO of Remgro.

Market Updates: Recent news on Markus Jooste's fine and tragic passing prompts reflection on justice and mental health awareness. Telkom's sale of its towers business for R6.75 billion highlights strategic shifts and potential opportunities in the telecom sector. Ongoing rise in oil prices raises concerns about inflationary pressures and global economic impacts. Market Analysis and Insights: Gold's Surge: Gold prices hit new all-time highs above $2200, reflecting investor concerns and market sentiment following Jerome Powell's recent statements on inflation and monetary policy. Gold mining companies show varied responses, with Pan-African, Goldfields, DRD, and Anglogold Ashanti experiencing gains. Interest Rates and Economic Outlook: Powell's announcement of no immediate rate cuts and a projected total of three cuts for the year signals a cautious approach towards inflation. Rising interest rates pose challenges for companies with significant debt burdens, while those with ample cash reserves stand to benefit. Inflation and Monetary Policy: CPI data reflects higher-than-expected inflation rates, prompting speculation about potential rate cuts in South Africa and implications for economic recovery. Abenomics, Japan's economic policy experiment, demonstrates the effectiveness of unconventional monetary measures in stimulating growth and combating deflation. Company Updates and Reflections: Remgro Results: Remgro's net asset value growth raises questions about the effectiveness of its management strategy, despite trading at a significant discount. Remgro has grown its NAV per share by 5% p.a. since 2010. Over the same period, the ALSI TR index has done 12% p.a. If you expect this underperformance to continue (and nothing in their recent capital allocation decisions indicates otherwise), then a fair discount to NAV is… — Piet Viljoen (@pietviljoen) March 19, 2024   Contrasting performance with Sabvest Capital highlights the importance of superior returns and effective capital allocation in investment decisions. Sun International: Strong financial results from Sun International underscore challenges and opportunities in the leisure and hospitality sector, amid shifting consumer behaviors and economic uncertainties.

Independent analyst Carmen Mpelwane discusses Remgro's results as earnings plunge. OUTsurance CEO Marthinus Visser shares insights on the short-term insurance sector as it adjusts to changing risks from climate change. Fairtree Group CEO Kobus Nel on what it takes to be the country's top fund manager and managing local volatility.

SA Inc watch list. Building a list of stocks that are cheap, very cheap, and could give good return n the next year or three. Criteria; Must be profitable, so positive PE ratio Must be cheap, so PE below 8x Small as in market cap under R8billion No REITs Using Koyfin I get 46 stocks including REITs and detail them in the podcast. I'll create a watchlist on Google docs and share that link in time. What about just the mid cap ETF from FNB? FNBMID. Sixty stocks but problem is the top holdings are; Sibanye-Stillwater*, Discovery*, Nedbank, Bidvest and Remgro. That's already ±25% of the ETF and none really for my requirements as above. Simon Shares Local crypto exchange, Revix, suspends trade or withdrawals on 24% of client crypto assets as their South Korean partner has issues with a provider. Naspers (JSE code: NPN) & Prosus (JSE code: PRX) plan to remove the complex web of cross holdings to a simple structure whereby Naspers owns 47% of Prosus who owns the stake in Tencent (Hong Kong code: 700). Good Invicta (JSE code: IVT) results. Rand all over the place. Brent weak, surely suggesting the global economy is weak. But so far the promised 2023 recession has not arrived, remember the hard vs. soft landing debate of late 2022?   * I hold ungeared positions. Simon Brown