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Kea Nonyana from Scope Prime on Renergen's long-awaited helium production and his top pick among JSE-listed diversified miners. Absa's Adam Reeves unpacks the mechanics of structured products, while Mladen Čólić from TransUnion Africa explores the rise of Buy Now Pay Later and its role in financial inclusion across the continent.
This evening we look at market moves with PSG Wealth, Renergen's CEO joins us to discuss their half-year financial update, we speak to 27four about its new benchmark to address diversity, equity and inclusion in the asset management sector, Trend Micro joins us to discuss the rise of phone hacking and the importance of mobile cybersecurity, and in our SME of the Week segment, we speak to XTLS Dreadlocks, a KZN-based one-stop-shop for all things dreadlocks. SAfm Market Update - Podcasts and live stream
Stefano Marani – CEO, Renergen SAfm Market Update - Podcasts and live stream
Kieran Witthuhn from Anchor discusses Renergen's quarterly update and Spar's 47-week performance ahead of their closed period. Independent analyst Anthony Clark assesses the recent rally in local small caps and whether value remains. Rudi Bodenstein from Stonehage Fleming explains the benefits of offshore trusts.
Piet Viljoen's “cockroach” fund, where he invests in bombproof opportunities, has enjoyed benefits from buying into Chinese equities ahead of the latest surge. He explains why the rebound is long overdue, and assesses the present value. Also, in this interview with BizNews editor Alec Hogg, Re:CM's founder talks about the impact for investors of the latest GNU ructions and today's news from PPC, York Timber and Renergen.
This episode of the BizNews Briefing provides an update on the two big news stories of the moment; the political manoeuvring in Tshwane, and the assassinations of Hizbollah leadership by Israel. We hear from Mmusi Maimane, Neil de Beer and Piet Viljoen on the implications of the collapse of the Tshwane coalition; and from the FT on what's next for Hizbollah. Plus Johann Ferreira of InterCape, whose resistance to SA's Taxi Mafia has generated global headlines; and Viljoen's insights into York Timber and Renergen, which reported today.
Sasol's Struggles: Simon revisits Sasol's recent production and trading updates. Despite some positive news, the company's financials remain grim due to significant write-downs and a challenging pricing environment, especially in the chemical complex. With a forward PE ratio hovering around 3, Simon questions the actual value in Sasol and advises caution, emphasising the importance of waiting for a stock to show signs of recovery before investing. Sasol weekly chart | 13 August 2024 ADvTech's* Solid Performance: Simon provides insights into ADvTech's latest trading update. Despite a voluntary update (not mandated by a 20% variance), the company shows strong growth in earnings per share. He discusses the stock's valuation, historical performance, and why he remains optimistic about its future prospects, even as it trades at a PE ratio of around 15. ADvTech weekly chart | 13 August 2024 Combined Motor Holdings* (CMH): Simon shares his thoughts on CMH, a stock he has held for years. Despite a stagnant price movement over the past three years, the stock offers a solid dividend yield. He discusses the broader consumer environment, the potential impact of reduced interest rates, and why he continues to favour CMH over competitors like Motus. CMH weekly chart | 13 August 2024 Renegen's* Milestone: After a year and a half of delays, Renergen finally starts producing helium. While the stock has seen a recent uptick, Simon highlights the challenges that still lie ahead, including scaling up production and the company's upcoming NASDAQ listing. He also reflects on the broader sentiment in the junior mining sector. Coronation's Active ETFs: Coronation has launched six actively managed ETFs on the JSE, a significant development in the local ETF market. Simon explains the concept of actively managed ETFs and why this move could be a game-changer for both Coronation and the JSE, even if he personally isn't planning to invest in them. Find details here. US Inflation Update: The latest US CPI data shows a slight decrease to 2.9% for July, but core inflation remains elevated. Simon discusses the implications for future interest rate cuts by the Federal Reserve and the potential impact on South African monetary policy. Tribute to Brett Duncan: Simon pays tribute to Brett Duncan, a former stockbroker and warrants market leader at Standard Bank, who recently passed away. Brett was a key figure in Simon's early career and played a significant role in the South African warrants market. His passing is a significant loss. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order
Jimmy Moyaha is there opportunity for the once favs Purple Group and Renergen? Craig Antonie CIO Anbro Capital Investments on the rise of the magnificent seven and AI into the future
On this episode of Stock Picks, Financial Mail's Marc Hasenfuss takes a closer look at Jubliee, Wesizwe, Renergen, Mahube, Caxton, TransPaco, Sun International and Astoria. Stock Watch
CEO Stefano Marani notes that Phase 1 LNG production is at full capacity and profitable, and the company is looking to an IPO on Nasdaq to bring Phase 2 fully into operation.
Chantel Marx, hoof van beleggingsnavorsing by FNB Wealth and Investments gesels oor Astral Foods, Renergen se finansiële resultate, Woolworths se transaksie, en ABInBev. Volg RSG Geldsake op Twitter
The Renergen share price has been hit by a variety of factors lately, most recently by social media attacks and the poor trading statement last week. But the real story remains intact - a $1bn Helium plant in the Free State that has the funding and requisite licences. In this interview, Renergen CEO Stefano Marani provides context for his company's 45 000 shareholders, suggesting they consider the company's real story, which is its goal of using SA's plentiful natural reserves to become one of the world's leading producers of Helium. He spoke to Alec Hogg of BizNews.
Francois du Plessis, besturende direkteur van Vega Batebestuur gesels oor die markbewegings, Renergen se waarskuwing en Pick n Pay. Volg RSG Geldsake op Twitter
RMB's Matete Thulare on whether the rand is being more volatile than usual albeit within a wide range. And how much attention does he pay to director dealings?Velma Corcoran from Airbnb on the economic impact of the property-sharing platform. Simon offers his thoughts on the Renergen saga.
hh Renergen* (JSE code: REN), now what? Late September the price started breaking down and end September a Tweeter started posting about them. I'm not going to defend every point raised, that's the job of the company and after an initial poor response, Monday saw a more detailed SENS. Paid research. Ultimately all research is paid for. Sometimes it is paid for by the company and here the issue is disclosure. I think the bigger issue is a complete lack of disclosure in our industry. By FinTwit or the fancy analysts, albeit assume the latter is always talking their book, which is fair. Perhaps the biggest point from this last few weeks is; Know your stock. Like really know it. When I buy a new holding I put together a lis of 3-5 things I like and 3-5 risks. I may be wrong on any of them, but it makes me do the digging and at least have a decent view of both sides of the story. Careful of "new" news. It may be accurate (or it may not), but it also often lacks detail which maters. This was mostly the case with the Twitter news on the stock. Now what for Renergen Results next Friday. LNG is flowing. Helium is not, but company has said they expect the leak repaired this month. In short they are in the same place as they were before all this started. BUT. They need to do a US capital raise and list in the Nasdaq. A low share price makes this much more dilutive. How this will play out I have no idea. I hold and continue to hold Renergen*. It was never going to be smooth sailing and the risks are real. Yes they have the gas and helium in the ground, phase one is half working but phase two is large, complex and expensive with real risks. Simon Shares Middle East war could get really bad for inflation and rates if oil prices rise markedly. Decent Calgro M3* (JSE code: CGR) results. Horror Pick n Pay (JSE code: PIK) results. Local ETF total returns over the last five years. * I hold ungeared positions.
Simon Brown – Founder, Just One Lap SAfm Market Update - Podcasts and live stream
Renergen faced backlash on social media, which sent its share price falling. But it has since recovered after the natural gas and helium producer released a statement, addressing investors' concerns which linked the group to companies that were involved in state capture. Business Day TV discussed this in detail with Renergen CEO, Stefano Marani
Reko Nare from Anchor talks the latest news from Renergen as it gets the US/IDC loan. Steven Joffe from Invicta unpacks the company's strong results as mining continues to boom. Dennis Jedburgh of DoshFX on the QZ Asset Management crypto scam offering 400% a year.
Deon Gouws, beleggingshoof van Credo Groep in die Verenigde Koningryk gesels oor wat die onmin in Rusland vir wêreldmarkte beteken en Theo Vorster, medestigter van Galileo Capital gesels oor Invicta en Renergen. Volg RSG Geldsake op Twitter
Kea Nonyana from EA Capital follows up on a bullish China prediction made earlier this year and examines Renergen's $750 million debt raise to finance the second phase of the Virginia gas field. Marius Oberholzer from STANLIB discusses strategies for managing expectations of lower returns in both local and global markets. Simon shares his perspective on the potential end of load shedding as renewables boom.
On this episode of Stock Picks, Anthony Clark focuses on small caps specifically Metrofile, CA Sales and Renergen. Stock Watch
This week, Eavie talks about Proximo MENA taking place on 14-15 March and covers the top stories of the week across project and infrastructure finance: - NEOM Green Hydrogen Project to sign shortly - Aramco pipeline receives $13.4bn loan from a multi-bank consortium - Hecate Grid closes Californian battery portfolio financing - Northland warns of cost pressures for its offshore wind projects - Startup Recharge wins bid for collapsed UK battery company Britishvolt - SPPC selects pre-qualifiers for Taiba and Qassim power plants - Royal Helium says Steveville Helium Plant is fully funded - CIP and Amberside partner for 2GW UK portfolio - Renergen launches accelerated bookbuild to raise funds for Phase 2 of its Virginia project - Pristine Sun secures £250m equity committment
Gary Booysen on Zeda: newly listed is it an attractive investment?Keith McLachlan looks at whether Santova has more to offer in 2023 after a stellar year, and Renergen, as it starts producing LNG.Kokkie Kooyman on banks in 2023, after they were the top sector in 2022.
While, despite all the chaos, Santova has been steadily expanding internationally, Renergen could easily double ‘assuming everything works': Keith McLachlan of Integral Asset Management.
In a move that could strengthen energy security in South Africa, Renergen has started delivering liquefied natural gas. This is the first domestically produced, commercial LNG from Phase 1 of its Virginia gas project. Business Day TV spoke to the company's CEO, Stefano Marani for more of the detail.
Stefano Marani, uitvoerende hoof van Renergen gesels oor hul inkomste, die verskil tussen vloeibare gas en normale gas, asook die status van hul helium produksie.
Stefano Marani – CEO, Renergen
Renergen's story about turning a Free State helium and natural gas deposit into a massive profit generator attracted a horde of retail investor fans. But in recent months, Renergen's share price has fallen 34% and at its current R27, is a world away from respected small cap analyst Keith McLachlan's R67 valuation. The stock returned to earth after its pilot plant's production deadline was missed - first because of Covid-lockdown related delays, then by a faulty oil heating system. CEO Stefano Marani has also had to deal with a cold shoulder from controversial mining company Ivanhoe, and leaks in Australia that aborted a capital raising exercise. On the upside, he reckons the glitches have all been dealt with and expects the pilot plant to produce its first helium soon (“not months”) - triggering funding of a massive $1bn commercial plant (half via the US government) which will potentially transform the company. Stefano spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mpumi Madisa CEO at Bidvest analyses their stellar financial results. Stefano Marani, CEO at Renergen on how the company's gas plant will help drive up the transition towards clean energy and open competition in the sector. Then Layton Beard, spokesperson at Automobile Association talks about his career as well as his relationship with moneySee omnystudio.com/listener for privacy information.
South Africa's Central Energy Fund (CEF) has completed its due diligence on its R1-billion investment in emerging integrated energy producer Renergen's Virginia gas project. Marking a major step towards finalising the agreement between Renergen and the CEF, both parties have now started engaging with their respective stakeholders to obtain final approvals to complete the transaction. Renergen CEO Stefano Marani says the successful conclusion of the due diligence “signifies the strategic nature of the Virginia gas project and further marks another significant step forward in closing out the capital required for Phase 2 operations at Virginia”. He adds that the CEF's involvement in the project brings with it “a wealth of experience” in upstream oil and gas exploration, midstream natural gas to liquids processing and large-scale pipeline operations and maintenance experience. “This will all assist in bringing a new and critical source of energy online, at a time where South Africa is suffering a significant energy crisis,” Marani notes. Commenting on the commissioning progress of Virginia ahead of the start of Phase 1 operations, Marani says that turning the plant for Phase 1 operations on is “a function of coordinating all the sites to turn on simultaneously, and importantly, the relevant teams are ensuring that all aspects of the operation will run according to design”. “We have no intention of rushing the process at this late stage and introducing risk. Since starting construction at Virginia prior to Covid, the total delays experienced in the context of several global macro events of the past two years could have been significantly worse had we not implemented several mitigations to reduce the overall impact on the project,” he adds, referencing the project's delays over the past few years.
Ellies needs ‘a little light fairy', ARB/Sabvest shines bright in solar, Reunert has cables and Renergen is about to ‘switch on the gas': Anthony Cark – Small Talk Daily.
Renergen's gas blower, Gandalf has struck new gas at its Virginia gas project. This amid increasing natural gas prices as the Russia-Ukraine conflict fuels supply fears. Business Day TV spoke to Stefano Marani, CEO of Renergen for more on what this new find means for the group as it looks to ramp up progress on the Virginia gas project.
Independent analyst Jimmy Moyaha on the Fortress Reit update (which shows office is still a problem) and Renergen securing funding for phase 2. Evan Walker of 36ONE Asset Management on the state of the local consumer; and Just SA CEO Deane Moore talks retiree trends.
JSE and ASX-listed emerging helium and natural gas producer Renergen has signed a retainer letter with the US International Development Finance Corporation (DFC) for a possible $500-million loan to finance the Phase 2 development of the company's Virginia gas project, in the Free State province of South Africa. DFC provided $40-million in financing for Phase 1 operations and is currently screening the proposal for Phase 2 financing. Renergen says it is considering co-lenders alongside DFC, after receiving multiple letters of intent from additional lenders. All lenders are in the process of reviewing Phase 2 information and will be conducting an on site inspection of the Phase 1 operations, as part of the necessary due diligence. For Phase 2, Renergen plans to secure 65% debt funding, while equity funding will comprise the balance. “We find ourselves in a strong position as we embark on turning on the Virginia gas project plant in coming weeks. The company has grown significantly in size and scale and, importantly, now has the ability to sculpt terms to suit our financing requirements,” comments CEO Stefano Marani. The Virginia gas project spans 187 000 ha of gas fields across Welkom, Virginia and Theunissen, in the Free State. The full project entails the construction of a 52 km gas-gathering pipeline and cryogenic liquefication processing facilities. Phase 1 is expected to produce 350 kg/d of helium and 50 t/d of liquefied natural gas, with Phase 2 earmarked to increase these numbers. As of May 30, the Phase 1 plant was being commissioned.
Stefano Marani – uitvoerende hoof, Renergen
‘This needs to signal the start of South Africa's gas economy': CEO Stefano Marani.
Glenn Orsmond, Co-CEO at Comair on rivals gouging prices while the airline was grounded. Miles van der Molen, CEO of CeMair disagreed with Orsmond's claim. Stefano Marani, CEO at Renergen on the company attracting another high-profile investor to its business. Stavros Nicolau, senior executive responsible for Strategic Trade Development at Aspen Pharmacare, talks about his relationship with money See omnystudio.com/listener for privacy information.
Stefano Marani – CEO, Renergen
Lonwabo Maqubela from Pepetua chose Tsogo Sun Gaming as his stock pick of the day and Martin Smith from Anchor Capital chose Renergen
Bruce Main is back for a follow-up interview as we ran out of time to pick his brain in our previous interview. This time he covers ImmunityBio and Renergen. He's also brought a colleague with him: Willem Van Der Post from Simple Capital. Willem discusses an exciting new concept: Democratised Venture Capital, available to retail investors via a token.
Thamsanqa Netha from Shiloh Capital chose Coronation & Renergen as his stock picks of the day
Guest: Stefano Marani | CEO at Renergen See omnystudio.com/listener for privacy information.
Sipho Pityana, former chairman at AngloGold Ashanti speaks on his dismissal from the Absa board amid his pending case with the Reserve Bank's Prudential Authority concerning his appointment as the bank's chair. George Glynos, Head of Research at ETM Analytics on Turkey's currency nosedives after Erdogan defied critics and doubled down on his mania for low interest rates. Stefano Marani, CEO of Renergen is this week's shapeshifter. See omnystudio.com/listener for privacy information.
Offshore / US tapering begins / Strong US jobs data / US passes $1trillion infrastructure bill / Bank of England leaves rates unchanged / Strong Pfizer results / Elon Musk asks Twitter if he should sell 10% of his Tesla shares, and pay tax Local / Mini budget this week / Renergen reserves / Dis-Chem results / MTN update / Purple Group update / Petrol increase
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.
‘The real money maker here is helium,' says Anthony Clark of Small Talk Daily.
FNB's Wayne McCurrie talks the Fed's tapering decision overnight. Rui Morais, Dis-Chem CFO, unpacks the company's strong results as it starts paying dividends again. Anthony Clark of Small Talk Daily on Renergen as it announces a six-fold increase in helium reserves.
Stefano Marani – CEO, Renergen
Simon Shares Federal Reserve FOMC press conference Wednesday evening after a two-day meeting. Avis (NYSE code: CAR) up 50x from March 2020 lows after results. Pfizer (NYSE code: PFE) results. Ascendis (JSE code: ASC) shareholder activists now control 30% of the votes. Renergen* (JSE code: REN) announce a six-fold increase in helium reserves. Still need to raise UAS$800m or R12.3billion to get phase 2 up and running. [caption id="attachment_31627" align="aligncenter" width="888"] Renergen weekly chart[/caption] US$8.5billion from France, Germany, the UK and the US governments, as well as the EU, to support a just transition to a low carbon economy. * I hold ungeared positions.
Renergen has completed drilling at a well called R2D2, with a flow rate of 187,000 standard cubic feet of gas per day. This marks of its more significant gas strikes at its Virginia Gas project. Alishia Seckam spoke to CEO, Stefano Marani for more detail
Offshore / Evergrande has its suspension lifted and makes an interest payment / Oil remaining stubbornly high / Inflation fears, time for gold? / Paypal maybe buying Pinterest for US$45billion / Netflix results, still growing albeit north America very slowly / Facebook getting a new name as the future is the metaverse Local / Local CPI 5% for September / Pick n Pay results / Excellent results from Combined Motor Holdings / Clicks results / New Satrix All Share ETF listing in November / Renergen launches a helium token
Stef Marani – uitvoerende hoof, Renergen
In this episode of the BizNews Power Hour, Action SA's confident leader Herman Mashaba explains how his previous stint as Joburg's Mayor prepared him to identify and eject the Metro's ANC saboteurs; The Bureau of Investigative Journalism's Global Editor James Ball unpacks episode 6 of Smoke Screen where the action turns deadly; NWU's Professor Ronnie Lotriet and NW Chamber of Commerce CEO André Coertzen expose how Chinese Mafia-imported and funded illegal immigrants have cartelised business in the province's small towns; and Renergen CEO - Stefano Marani on the creation of a spot market for helium.
Jean Pierre Verster from Protea Capital Management chose Coronation Fund Managers as his stock pick of the day and Thamsanqa Netha from Shiloh Capital chose Renergen
Mia Kruger on Dis-Chem's trading update and the Irongate Group offer. Wikus Lategan, CEO of Calgro M3, on results as it swings back into profit and delivers 771 units. Stefano Marani, CEO of Renergen, as it launches a world-first helium exchange.
Stefano Marani, CEO of emerging energy company Renergen, sheds light on the junior miner's R367m forward sale agreement with US company Argonon Helium, which is intended to bring price transparency to the currently opaque helium market.
Rand Swiss's Viv Govender on markets as commodity stocks dive and Imperial plans to delist. Stefano Marani, CEO Renergen, talks about the company's path to profitability and the helium story.
Stefano Marani explains Renergen's progress from ‘greenfield' sort of mining to expected final production in 2023, as well as the global demand for helium.
To access the full interview visit B2BInterviews.com/renergen .
Stefano Marani, Renergen CEO Classic1027 on Twitter #ClassicBusiness · Classic1027 on Facebook #ClassicBusiness
The South African government is forging ahead with its plans to develop and exploit the country’s oil and gas prospects, which have changed dramatically in recent years. In 2019 Total announced a gigantic gas find, the Brulpadda offshore exploration block, and a 2020 find in the adjacent Luiperd block increased the potential gas output off Mossel Bay, which is now considered one of the most exciting areas for gas exploration in the world. At the same time on-shore helium and natural gas producer Renergen has reported "spectacular" finds in the Free State. However, in its new road map for achieving net-zero global carbon emissions by 2050, the IEA laid out in stark terms what the planet must do to avoid harmful climate change which includes no new oil, gas and coal investments beyond 2021 — and just how far that is from our current reality here in South Africa ss Cop 26 in Glasgow rapidly approaches. The Upstream Petroleum Resources Development Bill was recently approved by Cabinet and will soon be tabled in Parliament. Michael Avery spoke to DDG responsible for Policy, Global relations and investment promotion, Ntokozo Ngcwabe; Stefano Marani CEO Renergen; Nick Mitchell, Chairman of the Onshore Petroleum Association of South Africa; Peter Attard Montalto, head of Capital Markets Research at Intellidex; about balancing the country’s net carbon zero by 2050 commitments with economic potential of the recent oil and gas finds off South Africa’s coastline.
Stefano Marani, the CEO of Renergen, joined the BizNews Power Hour to discuss, among other topics, his view on Total, the Renergen share price value and a cautionary announcement.
Stefano Marani, the CEO of Renergen, joined the BizNews Power Hour to discuss, among other topics, his view on Total, the Renergen share price value and a cautionary announcement.
Renergen has clinched its first direct helium supply deal with an unnamed global automotive player. The group is also mum on the cost of the lucrative deal but says that by 2024, if you buy a German premium brand car, chances are Renergen will be powering the airbags. Business Day TV's Alishia Seckam spoke to Stefano Marani, CEO of Renergen for more on what the deal spells for the company's growth trajectory.
When it comes to energy policy in South Africa there are so many competing voices and vested interests that it’s often hard for the public to discern lobbying for one technology over another to benefit a specific vendor or group over genuine concerns around long-term energy policy and planning. When Minister of Mineral Resources and Energy Gwede Mantashe announced the winning emergency power bidders and opened bid window 5 of the REIPPP programme, there was a lot of wailing and gnashing of teeth over the inclusion of Turkish power ships in particular. Not so much the technology solution as the term, which over 20 years, locks South Africa into a solution that is meant to fill the gap until more permanent solutions can be implemented to close the gap. Speculation is rife that the request for proposal was engineered to achieve this outcome which will create an anchor buyer for the further development of the Brulpadda prospect. This would skew and undermine the evolution of energy policy. It is far from clear the extent to which, or whether at all, gas will be a least-cost component in the South African energy mix in ten years’ time. Evolutions in renewable energy costs, battery costs, electrolyser costs and as yet unknown technology costs are exceptionally dynamic and set to become more so, driven by decarbonisation policies. Signing a 20-year PPA which essentially creates an artificial secure government guaranteed demand for some R60Bn gas from around 2025-2040 poses serious risks of closing down South African energy policy options and locking in higher costs. Michael Avery spoke to Department of Mineral Resources and Energy Deputy Director General, Jacob Mbele; Professor Mark Swilling, Distinguished Professor of Sustainable Development at the School of Public Leadership, Stellenbosch University; & Stefano Marani, the CEO of Renergen a junior natural gas and helium company listed here and an in Australia.
When Minister of Mineral Resources and Energy, Gwede Mantashe, announced the winning emergency power bidders and opened bid window 5 of the REIPPP, there was a lot of wailing and gnashing of teeth over the inclusion of Turkish power ships in particular. Not so much the technology solution as the term, which over 20 years, locks South Africa into a solution that is meant to fill the gap until more permanent solutions can be implemented to close the power gap. Speculation is rife that the request for proposal was engineered to achieve this outcome which will create an anchor buyer for the further development of the Brulpadda prospect. Michael Avery spoke to Department of Mineral Resources and Energy Deputy Director General, Jacob Mbele; Professor Mark Swilling, Distinguished Professor of Sustainable Development at the School of Public Leadership, Stellenbosch University; & Stefano Marani, the CEO of Renergen a junior natural gas and helium company listed here and an in Australia.