Podcasts about Remgro

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.

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

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

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 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.

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.

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.

Nosipho Radebe is in conversation with Jan Vermeulen, Editor at MyBroadbandSee 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

Nosipho Radebe speaks to Wayne McCurrie, Senior Portfolio Manager at FNB Wealth and InvestmentsSee omnystudio.com/listener for privacy information.

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.

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

Jannie Durand, CEO of Remgro takes Bruce Whitfield through their financial results,as the company faced a R386 million loss in its Heineken Beverages investment due to slow growth and premium brand underperformance in the six months to December 2023. Durand explains the decision for the company to acquire Distell and Namibia Breweries to grow in southern Africa and diversify beyond beer.See omnystudio.com/listener for privacy information.

Schalk Louw of PSG discusses the day's market moves, Remgro and Brait results as an SA Inc case study, and a recovery for the commodity sector. SAfm Market Update - Podcasts and live stream

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

Sasfin's David Shapiro takes us through the day's market moves, bitcoin at almost R1m, LVMH, Remgro, Transaction Capital and Sasol. SAfm Market Update - Podcasts and live stream

On this episode of Stock Picks, Chantal Marx from FNB Wealth and Investments discusses African Rainbow Capital, Remgro and British American Tobacco. Stock Watch

Independent analyst Jimmy Moyaha talks Astral's horror update and Discovery's results as it brings back the dividend. Thami Khoza from Equilibrium on managing inflation in your portfolio. Simon offers his thoughts on the perils of deep-value stocks … what gets them moving higher?

Gary Booysen from Rand Swiss discusses the repercussions of the CompCom's decision to decline Vodacom's acquisition of Remgro's fibre business. Ernest North from Naked Insurance shares savvy tips for newbie car buyers. Old Mutual's Izak Odendaal delves into the convergence of entertainment and economics following the debut of the Barbie and Oppenheimer films.

Drikus Combrinck, uitvoerende hoof van Capicraft gesels oor die stil dag, Rusland se uitvoersyfers, Remgro se prestasie die afgelope maande, en RCL Foods se handelsverklaring. Volg RSG Geldsake op Twitter

Mia Kriegler, navorsing en fondsbestuur direkteur by Kruger Internasionaal gesels oor die eerste helfte van die jaar, Mondi se aandeelprys en Remgro se totale belang. Volg RSG Geldsake op Twitter

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  

In Trade of The Week, independent analyst Loyiso Mpeta gives a Quan-tech-mental analysis on Remgro, Brait and Sabvest.

Simon Shares Remgro (JSE code: REM) plans to unbundle its stake in Grindrod (JSE code: GND). There were ideas that maybe Remgro would take out Grindrod, but the unbundling is going in a different direction and Remgro unbundles shares they don't want. Remember also that after the unbundling expect weakness in the Grindrod share price for a few weeks. They've held them since 2011 and hold a 24.81% stake For every 100 Remgro you'll receive 30.70841 Grindrod shares. Last day to trade (LDT) is 11 October 2022. You'll receive them with a base cost that Remgro paid, that value is still to be determined. Barloworld (JSE code: BAW) trading update is not bad. The big news is that they plan to list Avis by year-end. Tiger Brands (JSE code: TBS) trading update was solid off a low base. The chart looks bullish as it rose +10% on Monday after the update. Chart looking decent and a potential delisting target? The UK is an absolute mess. Here the UK 5, 10 & 30 year bonds for September .(with correct carts) . Just September pic.twitter.com/hMj5yP65bC — Simon Brown (@SimonPB) September 28, 2022   Rampant Dollar The US$ Index (code: DXY) is at twenty-year highs and within a few percent taking out the highs from the early 2000s and heading back to levels last seen in the mid-1980s. The reasons are simple and two-fold; The world is scared and fear sees investors rushing to the safety of the US$. Rising rates in the US now see the US ten-year treasury bills trading around 4%, the highest level in over a decade. So investors can flee to the US$ and buy 10-year bills for a ±4% return. Importantly this is hitting every currency in the world. Has earnings implications for US companies selling products offshore as those profits are now lower due to US strength. When does the strength stop? In the short-term a pullback is likely. But as long as fears remain the strength will continue and could continue well into next year. What to do? Don't panic. Consider some JSE listed currency ETFs. Continue with your offshoring strategy. The tables have turned. Emerging markets are much more resilient against the US Dollar than the rest of the G10. Year-to-date, the Dollar has risen a stunning 15% against the G10 (black), but only 5% against emerging markets (blue). EM is the new standard bearer for stability... pic.twitter.com/ToaQvQB9DS — Robin Brooks (@RobinBrooksIIF) September 27, 2022  

FNB's Thabiso Mamathuba talks Remgro's results, do holding companies still have a place on the JSE? Charles Nortje of Credit Guarantee on global and local trends in trade insurance. Sthembiso Zwane of GoGetta on crowdfunding equity investments in Africa.

Neville Williams | CFO of RemgroSee omnystudio.com/listener for privacy information.

Analysts and experts discuss the reasons why Public Enterprises Minister Pravin Gordhan wants to adjust Eskom's executive board while the power utility faces power outages.      Remgro reports a 125.1% increase in headline earnings to R6.49 billion as its investee companies bounces back from the pandemic     Pineapple Insurance explains its advertising campaign    Investment School - How to protect and grow your portfolio in melt down  See omnystudio.com/listener for privacy information.

Jannie Durand, uitvoerende hoof by Remgro

Coming off a Covid-19 led low base and boosted by the recovery in earnings for most of the group's underlying investee companies. Remgro has managed to deliver a robust recovery, with most financial metrics ahead of pre-pandemic levels. Business Day TV unpacked the performance in greater detail with company's CEO, Jannie Durand.

Neville Williams – CFO, Remgro

FNB's Wayne McCurrie on Remgro and MSC's latest bid for Mediclinic. Michael Field from Fedgroup talks the importance of fees. Simon offers his thoughts on doing due diligence.

Pieter Uys – strategiese beleggings, Remgro

Alex Duys of Umthombo Wealth on the Clicks update. Dr Adrian Saville of Genera Capital: what is stagflation and is it rearing its head? Simon's thoughts on the rate increase.

Ricus Reeders from PSG Wealth Sandton chose Altria as his stock pick of the day and Alex Duys from Umthombo Wealth chose Remgro

Remgro has more than doubled its interim profit, with headline earnings per share surging by 139%. The investment holding conglomerate has pointed to an earnings recovery by most of its investee companies, which include Mediclinic, Grindrod Shipping and TotalEnergies. Business Day TV spoke to CEO Jannie Durand for more detail.

Chantal Marx from FNB Wealth & Investments chose Remgro as her stock pick of the day and Mark Du Toit from Oyster Catcher Investments chose South32