Integrated energy and chemical company based in Sandton, South Africa
POPULARITY
Stephen Grootes speaks to Sasol CEO Simon Baloyi about the company’s R6.8 billion net income turnaround driven by cost cuts and higher output despite rising carbon credit costs, and to ADvTECH CEO Geoff Whyte about strong interim results marked by growth in revenue, enrolments, and profit, especially in the Rest of Africa and Tertiary divisions. In other interviews, Nduduzo Makhathini, pianist and composer, and shares valuable insights on his music journey and life lessons learned along the way. 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.
Walt Bruns, finansiële hoof van Sasol, bespreek die groep se finansiële resultate. Volg RSG Geldsake op Twitter
Stephen Grootes speaks to Simon Baloyi, President and CEO of Sasol, about the company’s financial results. The fuel and chemicals giant posted a R6.8 billion net income after a prior-year loss, driven by cost cuts and higher output despite rising carbon credit expenses. 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.
This evening, we dive into market movements with Herenya Capital Advisors, we speak to Sasol, Acsa, and ADvTECH about their latest results, we look at market timing vs playing the long game with Nedbank Private Wealth, and we discuss your essential travel tech checklist with Recharged.co.za. SAfm Market Update - Podcasts and live stream
Walt Bruns – CFO, Sasol SAfm Market Update - Podcasts and live stream
Petri Redelinghuys of Herenya Capital unpacks the day's market developments, news out of this past weekend's Jackson Hole Symposium, expectations for September, Sasol, and the rand. SAfm Market Update - Podcasts and live stream
Herenya Capital Advisors's Petri Redelinghuys: Is he still short the Top40 and still long on Sasol? Sanlam Credit Partnerships CEO Alet Griesel looks at good vs bad debt, and how women are leveraging credit to change their lives. DebtBusters's Benay Sager discusses how the share of income going to debt repayments is at a near-decade high.
Some residents of Zamdela in Sasolburg, in the Free State have called for the removal of a manager at Sasol. They claim that they sent over a thousand CVs to Sasol, but only four locals have been promised to be hired, while more than 800 people have been brought in from Mpumalanga and hired. The residents held demonstrations outside the Sasol plant. Kamohelo Tsotetsi reports...
Sithembile Bopela of FNB Wealth & Investments on Sasol's stronger H2 update – stock remains cheap, but is there real value? Sean Wibberley, CEO of Weaver Fintech, on strong results as fintech now makes up over 90% of profit with retail in the background. Charl de Villiers of Ashburton Investments looks at what's driving the strong global risk-on sentiment.
Drikus Combrinck, uitvoerende hoof van Capicraft, bespreek die mark se reaksie op Amerika se inflasienuus, Sasol se aandeelprys wat styg, en Suid-Afrika se werkloosheidssyfers. Volg RSG Geldsake op Twitter
Chantal Marx of FNB Wealth and Investments discusses the day's market developments, trade negotiations extended, US inflation, the rand doing its part, Jubilee Metals' sale of its PGM division, ADvTech's latest update, news from Sasol, and South Africa's position in the commodities sector. SAfm Market Update - Podcasts and live stream
Chantal Marx from FNB Wealth & Investments unpacks Sasol's full-year update – a miss the market didn't take well – and revisits Sibanye-Stillwater's move to acquire US metals recycler Metallix. Karooooo CEO Zak Calisto breaks down their Q1 FY26 results, building on strong momentum carried through from the 2025 financial year. Marc Pendlebury of WhiskyBrother dives into the whisky business.
Robbie Proctor – Investment Analyst, Anchor Capital SAfm Market Update - Podcasts and live stream
Chantal Marx, hoof van beleggingsnavorsing by FNB Wealth and Investments, gesels oor goeie nuus uit China, die plaaslike telekommunikasiemaatskappye se goeie lopie, en Sasol se handelsverslag. Volg RSG Geldsake op Twitter
Mia Kriegler, direkteur van batebestuur by Kruger Internasionaal, gesels oor die markte se reaksie op gerugte dat Donald Trump vir Jerome Powell wil afdank, asook oor Sasol se aandeelprys Volg RSG Geldsake op Twitter
How do leaders guide through crises and emerge stronger? Join us for a powerful conversation with Charlotte K. Mokoena, a remarkable leader who has navigated intense challenges across diverse industries. From pandemic pressures and market crashes to fostering unprecedented employee trust, Charlotte shares gripping insights and real-world examples of bold leadership. Inspired by Nelson Mandela, discover how transparency, courage, and a commitment to collective good transform adversity into lasting positive impact. This isn't just about managing under pressure; it's about leading with purpose when the heat is high.Love the show? Subscribe, rate, review & share! https://anne-pratt.com
The Year So Far
Petri Redelinghuys from Herenya Capital Advisors on oil price targets as they dive back into Sasol. Invicta CEO Steven Joffe breaks down the latest results. Lerato Lamola from Webber Wentzel unpacks Buy Now Pay Later – is the lack of regulation setting us up for Buy Now, Panic Later?
Minerals and Petroleum Minister, Gwede Mantashe, says mining in this country “can’t be killed for the sake of fresh air.” It is a clear indication that we could soon see fracking in the Karoo as South Africa hunts for its own natural gas supply, as the current supply is set to end in the next two years. John Maytham speaks to energy expert, Chris Yelland who is managing director of EE Business Intelligence. They discuss the country’s gas options and whether it is more viable to mine our own, or import. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Kea Nonyana from Scope Prime says Monday's oil price movement points to a global glut, which could spell trouble for Sasol. Capital Appreciation CEO Brad Sacks attributes their strong results to significant growth in payment volumes. STANLIB's Chetan Ramlall on using AI and machine learning in the investment process.
PSG's Schalk Louw discusses the day's market developments, Trump arranges ceasefire in the Middle East but Israel and Iran appear to have broken it, the oil price, Sasol, the need for a well-diversified portfolio, equity markets rolling higher, the dollar index, and investor sentiment. SAfm Market Update - Podcasts and live stream
Many municipalities in South Africa are struggling to maintain a reliable supply of clean water to households and industries. Thankfully, technology is here to help. In this episode of TechCentral's TCS+, Helen Hulett, newly appointed chief sustainability officer at geospatial information science specialist AfriGIS, tells Duncan McLeod about the Resolve Water project that she leads and how she and her team are working with businesses and municipalities to try to address a problem that has reached crisis levels in some parts of the country. AfriGIS's technology is able to have a real-world impact on this crisis, according to Hulett, who specialises in industrial water risk, water-related governance and social issues, and sustainability. Hulett, who has consulted with leading companies on the topic – they include the likes of Coca-Cola, Illovo Sugar Africa, Sappi, Aspen Pharmacare and Sasol – said AfriGIS offers advanced mapping and data analytics tools to address water scarcity, improve resource management and support businesses in need. In this episode of TCS+, Hulett also unpacks: • Her background and why she took the role of chief sustainability officer at AfriGIS; • What the field of geospatial information science involves and why it makes sense to apply it to this crisis; • AfriGIS's involvement in the Resolve Water project; • How serious the water crisis really is in South Africa and what it will take to address it; • The impact of the Resolve Water project so far, and how it's using GIS technology to achieve its goals – including mapping, real-time data analytics and collaborative partnerships; and • The role of artificial intelligence. The interview with Hulett, who is passionate about the topic of water security in South Africa, is not to be missed. TechCentral
Nick Kunze from Sanlam Private Wealth talks markets: Nampak's results as the turnaround continues and Sasol gets R3.9 billion from Transnet. Philip Short of Flagship Asset Management on adjusting global portfolios during tariffs and higher yields. Morningstar Investment Management SA's Roné Swanepoel offers tips on staying steady in times of uncertainty.
Gary Booysen of Rand Swiss runs us through the day's market moves, positive sentiment around the local currency, a weaker dollar, a decent day on the JSE, an investment case for Sasol, and what to expect for the rest of the week. SAfm Market Update - Podcasts and live stream
Independent analyst Jimmy Moyaha on Sasol's capital markets day, which sent the stock higher, and Renergen's possible buyout. Nadine Chetty-Khan from Old Mutual Wealth talks about Alphabet's AI spending: Is it overdoing it or positioning itself for the long term? Tumelo Mabitsela, CEO of Kutlwanong Centre for Maths, Science & Technology, on prioritising education spend in Budget 3.0.
Walt Bruns, finansiële hoof van Sasol, bespreek die groep se kapitaalmarkdag en die opgedateerde emissie- en steenkoolstrategie. Volg RSG Geldsake op Twitter
Stephen Grootes speaks to Simon Baloyi, President and CEO, about Sasol's decision to slash capital requirements for its emissions reduction roadmap, sparking concerns about the company's commitment to reducing its carbon footprint and the potential impact on the environment. 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.
This evening we dive into market movements with FNB Wealth and Investments, we speak to Sasol about their recent Capital Markets day and strategy for the next three years, Orbis helps us unpack the conflict between price and fundamentals, tech analyst Mudiwa Gavaza gives us an update on the deal between Vodacom and Maziv as government intervenes, and we speak to Tru-Cape about SA's Flash Galav apples hitting a export record. SAfm Market Update - Podcasts and live stream
Chantal Marx of FNB Wealth and Investments runs us through the day's market developments, Chinese interest rates, resources trading stronger, jewellery demand, Sasol's Capital Markets day, the rand continuing to strengthen, and PGMs. SAfm Market Update - Podcasts and live stream
Walt Bruns – CFO, Sasol SAfm Market Update - Podcasts and live stream
Amelia Morgenrood, aandelemakelaar by PSG Wealth Faerie Glen, gesels oor Moody's se afgradering van die VSA se kredietgradering, Famous Brands se finansiële resultate, en Sasol se aandeelprys. Volg RSG Geldsake op Twitter
Sasfin's David Shapiro runs us through the day's market developments, the weaker dollar, US getting a downgrade from Moody's, the rand, continued uncertainty, Sasol, PGMs, and the gold price. SAfm Market Update - Podcasts and live stream
Petri Redelinghuys from Herenya Capital talks Sasol. It's starting to look technically promising, with improvements on both the daily and weekly charts, buoyed by stronger oil prices and its retention in the MSCI World Index. Zak Calisto, CEO of Karooooo, unpacks the company's FY 2025 results and the key drivers behind its performance. Meanwhile, Standard Bank CIB's Sam Dahya discusses the rise in investor inflows into Africa and how standardisation could be the key to unlocking even greater growth.
Stephen Grootes speaks to Andre Nepgen, Head of Discovery Green, about a groundbreaking renewable energy solution designed for South African businesses. They also speak to how it will impact access to renewable energy in the country. 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.
In this episode of the BizNews Briefing with Alec Hogg, we hear from economist Dawie Roodt and politician Neil de Beer; plus an update on Starlink's low cost broadband competitor, this week's quarterlies from Big Oil and what they'll say about Sasol; and a tribute to national treasure Errol Kruger who has passed away.
Chantal Marx, hoof van beleggingsnavorsing by FNB Wealth and Investments, bespreek die rand, die platinum- en goudprys, asook Sasol se aandeelprys. Volg RSG Geldsake op Twitter
Stephen Grootes speaks to Chris Yelland, managing director of EE Business Intelligence, about Sasol's proposed interim gas strategy to redirect methane-rich gas as a stopgap measure to maintain gas supplies and mitigate the looming "gas cliff" in South Africa. 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.zaSubscribe 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/TalkRadio702702 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/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.
In this exclusive BizNews webinar, Alec Hogg and Shyft's Glynn Allen reveal a game-changing update: Shyft now offers access to JSE-listed shares. With years of rigorous testing behind it, this move prompts a significant portfolio overhaul, repatriating 40% of the Exponential Portfolio into Rand-based stocks like Sasol, Pick n Pay, Sabvest, and Afrimat. Discover the strategy, investment cases, and how Shyft's low-cost platform is set to empower investors—all live from March 28, 2025.
Sugnet Dixon, risiko- en SHE-adviseur by Sasol in Secunda, gesels oor die geskiedenis van Sasol. Volg RSG Geldsake op Twitter
Bernard van Wyk, hoof van navorsing en fondsbestuur by Kruger Internasionaal, bespreek die rand se beweging, kommoditeitsaandele en Sasol se aandeelprys. Volg RSG Geldsake op Twitter
Kea Nonyana from Scope Prime discusses Sasol's results amid ongoing tough trading conditions. STANLIB's Marius Oberholzer explains how to build a multi-asset portfolio while staying within limits. Carmen Nel from Terebinth Capital explores why cash isn't always king and the opportunity cost of holding too much.
In this episode, we speak with Jan Toschka, CEO of Zaffra, a joint venture between Topsoe and Sasol. Toschka shares insights about scaling sustainable aviation fuel (SAF) production and why he believes the aviation industry must take responsibility for its own decarbonisation rather than relying on other sectors.Toschka discusses:The unique positioning of Zaffra, combining Topsoe's expertise in low-carbon HEFA technology with Sasol's experience in building and operating large-scale gas-to-liquid facilities, positioning them strongly in both renewable and synthetic SAF production.His perspective on financing SAF infrastructure, breaking down the seemingly daunting €250 billion European investment needed by 2050 into more manageable numbers – about €10 billion annually, which could be funded by approximately €10 per passenger across Europe's billion annual travellers.The complementary role of different SAF technologies, with HEFA being the most de-risked pathway currently available, whilst power-to-liquid (PTL) solutions are expected to provide at least 50% of SAF volume in 20-30 years.The importance of both mandates and incentives in driving SAF adoption, with EU mandates helping de-risk demand whilst US incentives under the IRA make investments more manageable. Toschka suggests a combination of both approaches, similar to the UK model, might work best.The strategic approach to SAF distribution, advocating for focused deployment at 20-30 major hub airports initially, supported by book-and-claim systems, rather than attempting immediate widespread distribution across all airports.Toschka emphasises that whilst the aviation industry should pursue multiple decarbonisation pathways including hydrogen and electric aircraft, SAF remains the only viable solution for long-haul aviation in the foreseeable future, and the industry cannot afford to wait for perfect solutions whilst existing aircraft continue operating.If you LOVED this episode, you'll also love the conversation we had with Sarah Ellerby, CEO of Nova Pangaea Technologies (NPT), a UK-based cleantech company that has created a patented technology to enable SAF production from agricultural and forestry waste. Check it out here. Learn more about the innovators who are navigating the industry's challenges to make sustainable aviation a reality, in our new book ‘Sustainability in the Air'. Click here to learn more.Feel free to reach out via email to podcast@simpliflying.com. For more content on sustainable aviation, visit our website green.simpliflying.com and join the movement. It's about time.Links & More:ZaffraSasol and Topsoe launch Zaffra: A venture to help decarbonise aviation - Renewable Energy Magazine This episode is brought to you by 4AIR. 4AIR is leading the way with the industry's first framework to address aviation's climate impact—offering clear, verifiable pathways to reduce and counteract aircraft emissions. For more information, please visit: https://www.4air.aero/
Trump Trade Tariffs & Global Market Impact: Initial tariffs of 10% (China) and 25% (Canada, Mexico) announced but later revised. U.S.-Canada relations strained, with Warren Buffett warning of reputational damage. Global negotiation shifts—China, Russia, and Europe eye opportunities. Continued U.S.-China trade tensions, including semiconductor restrictions and rare earth tariffs. Market volatility expected; long-term investment strategies recommended. Investment Strategies Amid Uncertainty: Volatility is high—avoid panic selling. Keep cash reserves for opportunities (buy the dip cautiously). Long-term focus: presidential terms are temporary, investments span decades. Interest Rate Decisions & Market Reactions: Bank of England expected to cut rates. U.S. Fed Chair Jerome Powell pauses rate hikes due to inflation concerns. South Africa's MPC cuts rates, prime now at 11%. Analysts predict one to two more rate cuts in 2024. Gold Market Strength & Outlook: Gold price hovering near $2,900, with potential to break $3,000. Supply constraints—minimal new gold mining projects. Strong central bank purchases—1,000+ tons bought in 2023. Retail ETF inflows return after three years of outflows. Gold miners like Harmony, AngloGold*, and Pan African positioned well. Gold weekly | 06 February 2025 Retail Sector & Consumer Spending: Mixed trading updates: Pick n Pay and Boxer show early turnaround signs. Modest growth in TFG, Mr. Price*, and Clicks; Shoprite* remains strong. Cautious consumer spending patterns persist. Two-Pot Retirement System: Initial withdrawals lower than expected—around R50 billion. Future ongoing withdrawals expected as a structural component in SA's economy. Vehicle Sales Trends: January sales at 46,400—stronger than expected. Used car market expanding, Chinese brands gaining traction. Auto sector investment options: CMH*, Motus, and Zeda. Such African monthly vehicle sales Sasol's Ongoing Struggles: Six-month trading update—earnings per share around R14. Continual asset write-downs and operational challenges. PE ratio suggests market pricing for bankruptcy, but survival likely. No clear turnaround signals yet—investors should wait for stronger confirmation. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Podcast Introduction 01:10 Trump Tariffs and Global Trade Dynamics 06:25 Interest Rates and Economic Implications 10:02 Gold Market Trends and Predictions 12:51 Retail Sector Performance and Consumer Behavior 14:17 Vehicle Sales Insights and Market Trends 16:40 Sasol's Financial Challenges and Future Outlook