Podcasts about Sasol

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

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.

Nosipho Radebe is in conversation with Chris Yelland, Energy AnalystSee 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.

At BNC#7 in Hermanus, Sasol CEO Simon Baloyi delivered a keynote speech that underscored the company's deep-rooted history, corporate resilience, and strategic vision for the future. Baloyi highlighted Sasol's role in South Africa's economic landscape, its commitment to innovation, and the pragmatic approach required for a sustainable energy transition. Emphasising resilience, stakeholder value, and transformation, he painted a picture of a company poised to navigate challenges and seize opportunities in a rapidly evolving global market. During the Q&A session following his keynote speech, Sasol CEO Simon Baloyi sat down with BizNews founder Alec Hogg to tackle pressing questions on South Africa's economic outlook, Sasol's transition strategy, and business-government collaboration. He emphasised pragmatic energy transformation, corporate resilience, and the need for public-private partnerships. Baloyi also shared personal insights on leadership, his journey to the top, and Sasol's role in fostering economic growth. Addressing investor concerns, he reaffirmed Sasol's commitment to strengthening its balance sheet and unlocking shareholder value.

Nick Kunze of Sanlam Private Wealth runs us through the day's market developments, Tesla being hammered, the gold price hitting record highs, where money is flowing to, Sasol, and SAs risk profile. SAfm Market Update - Podcasts and live stream

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

Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.What's the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?The big picture: What these moves signal for South Africa's market outlook.Thanks for listening! Follow us on Linkedin.

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.

Sasol het vandag sy winssyfers vir die boekjaar tot einde Desember bekend gemaak. Walt Bruns, die finansiële hoof van Sasol, gesels oor die resultate. Volg RSG Geldsake op Twitter

Stephen Grootes is joined by Walt Bruns, Sasol's Chief Financial Officer, to dissect the company's half-year financial results, which saw a 31% decline in profit due to falling oil prices and lower sales volumes, prompting a halt in dividend payouts.See omnystudio.com/listener for privacy information.

This evening we look at the markets with Makwe Fund Managers, we speak to Sasol about its latest financial results, and Ninety One joins us to discuss common investor mistakes and how you can mitigate them. We also discuss the Financial Action Task Force's progress in getting SA of the grey list, and speak to Recharged.co.za about recent cell phone releases and why South Africans pay so much more for these devices. SAfm Market Update - Podcasts and live stream

Walt Bruns – CFO, Sasol SAfm Market Update - Podcasts and live stream

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/

Henco Kruger lewer 'n verslag oor die jongste markaanwysers, en Drikus Combrinck, uitvoerende hoof van Capicraft Investment Partners, bespreek die rand en die herlewing van Sasol se aandeelprys. Volg RSG Geldsake op Twitter

  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    

Henco Kruger gesels oor die markte, en Drikus Combrinck, uitvoerende hoof van Capicraft, gesels oor die goudprys se nuwe hoogtepunt en Sasol se handelsverslag. Volg RSG Geldsake op Twitter

Danie Cronje senior visepresident vir groen waterstof globale markontwikkeling by Sasol gesels oor hulle ooreenkoms met Anglo American. Volg RSG Geldsake op Twitter

Shaun Dendere from Trive Investments breaks down Sasol's trading update and Cashbuild's strong results. Keith McLachlan from Integral Asset Management dives into the GLP-1 drug boom and its investment opportunities. Simon on big purchases: Trust less, verify more.

Craig Gradidge of Gradidge-Mahura Investments makes sense of the Sasol Inzalo, Khanyisa and SOLBE1 BEE deals.

Kea Nonyana from Scope Prime discusses the Mr Price update and the outlook for local consumer stocks. Devina Dawkinun from Regent Business School shares insights on the global economy at a pivotal moment. Craig Gradidge from Gradidge Mahura Investments explains the latest developments in Sasol's BEE scheme, Khanyisa.

Drikus Combrinck, uitvoerende hoof van Capicraft, gesels oor rentekoerse en Sasol se produksieverslag Volg RSG Geldsake op Twitter

Nick Kunze from Sanlam Private Wealth discusses reports of Sasol possibly spinning off its US chemicals operations and analyses the Ninety One AUM update. Dean Furman, CEO of 1064 Degree, shares insights on what to expect from AI in 2025. Casey Sprake from Anchor explores inflation expectations and their importance.

Schalk Louw, portefeuljebestuurder by PSG Wealth gesels oor die regering se planne om staatsbeheerde maatskappye te noteer en Sasol se planne om sy chemiese besigheid weer op dreef te kry. Volg RSG Geldsake op Twitter

Independent analyst Carmen Mpelwane weighs in on whether further US rate cuts are on hold after strong US jobs data; and, Petri Redelinghuys of Herenya Capital Advisors on his trade of the year. Plus, TPN director Waldo Marcus shares insight on the impact of city management and water on residential property valuations.

Terence Hove of Exness runs us through the day's market moves, yesterday's FOMC meeting, the rand at concerning levels, geopolitical tensions shaping the 2025 landscape, resources having a good day, Sasol, and the oil sector. SAfm Market Update - Podcasts and live stream

Chantal Marx, hoof van beleggingsnavorsing by FNB Wealth gesels oor Tencent, Sasol se aandeelprys, en die platinumprys. Volg RSG Geldsake op Twitter

Kea Nonyana from Scope Prime discusses key market movements in 2024, focusing on gold, Sasol, and commodities. He also reflects on his standout moments of the year and ponders whether the US tech rally can continue into 2025. Johann Els from Old Mutual shares his insights on the inflation outlook and potential rate cuts for 2025, exploring the possibility of a late US rate hike and whether the Sarb's MPC is now targeting the lower end of the CPI range at 3%.

Matete Thulare from RMB delves into the market's negative response to Sasol's latest production update. Steven Rosenberg, CEO of Sanlam Alternative Investments, will explain the role and impact of alternative investing. Fareeya Adam, CEO of Structured Products and Annuities at Momentum Wealth, will highlight key factors to consider before purchasing an annuity.

  Strong Retail Sales and the Two-Pot System: Retail sales show a positive trend, rising 3.2% in August, exceeding expectations of 2.1%. The Two-Pot System has already released R20 billion in six weeks, with the money used mainly for paying down debt, saving, and spending. Retail sales recovery, though from a low base, is a strong indicator of improved consumer health due to factors like slightly lower interest rates and inflation. South African retail sales | YonY Tribute to Tito Mboweni: Simon reflects on the passing of Tito Mboweni, former Finance Minister and Reserve Bank Governor. Mboweni's contributions include institutionalising the Reserve Bank's MPC meetings and implementing key labor reforms during his tenure as Labor Minister. His lasting impact on the country's economy and financial sectors was highlighted, along with his personality as a Twitter chef and self-styled "Duke of Magoebaskloof." Johnson & Johnson – A Smooth Dividend Play: Simon shares his reasons for holding Johnson & Johnson: consistent dividend growth (around 3% yield) and a steady 8% annual share price growth in US dollars. Despite some issues, the company offers reliable long-term returns in a competitive health and consumer space. Johnson & Johnson quarterly dividend payments Bytes Technology Group and Investment Opportunity: Bytes operates in the UK, offering hardware, software, and services. The stock showed mixed market reactions but has strong support around certain levels. With a forward P/E of 20 and a dividend yield of 3.6%, Simon sees it as an interesting opportunity for long-term investors in the tech space. Quilter Trading Update: Quilter's strong Q3 results follow a good first half of the year, with significant inflows supporting future earnings. A solid financial services player with a dividend yield near 4% and a forward P/E of 15, Quilter is performing well and trading at all-time highs since its 2018 listing. Sasol – A Weak Chart: Simon discusses Sasol's ongoing struggles, with a weak chart suggesting possible further declines. Investors should wait for technical indicators before making any moves. Brent Oil Price and Rand Volatility: Brent crude oil hit highs recently but is now retreating to $70 per barrel, with potential for further declines due to global oversupply. The rand, affected by dollar strength, is volatile but could see a return to 16.80 against the dollar in the coming months. Chapters 00:00 Retail Sales Recovery and Economic Outlook 04:29 Tribute to Tito Mboweni 08:32 Johnson & Johnson: A Steady Investment 09:52 Bytes Technology Group: Market Reactions 12:32 Quilter's Strong Performance 14:29 Cecil's Ongoing Struggles 15:56 Brent Oil Prices and Global Economy 17:48 Volatility of the Rand and Market Predictions Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order

Petri Redelinghuys from Herenya Capital Advisors discusses their trading strategy for Sasol aimed at reducing their initial entry price. PwC's Andrew Dale stresses the need for local farmers to adopt new strategies and technologies to tackle food security challenges. Harry Scherzer, CEO of Future Forex, highlights concerning financial literacy statistics and their impact on the economy.

Can you be strong by showing your weakness at work? Leadership isn't just about being strong and visionary, nor is it simply about being vulnerable. It's about balancing both. In today's workplace, leaders are faced with a unique dilemma—should they lead with authority or with authenticity? You need to do both. In today's Leadership Spark, I unpack the critical difference between being vulnerable and leading with vulnerability with insights from 140 CEOs I interviewed. We'll explore how the best leaders aren't afraid to show their gaps, but they take action to close them. From stories like Hollis Harris at Continental Airlines to Fleetwood Grobler at Sasol, you'll learn why sharing challenges without a plan can cost you the job, but leading with vulnerability can rebuild entire companies. ________________ Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email: ⁠⁠https://greatleadership.substack.com/

Stephen Grootes speaks to Jaco Human, Chief Executive Director of the Industrial Gas Users Association of Southern Africa about Eskom and Sasol's landmark partnership, exploring their memorandum of understanding to research and develop South Africa's future liquefied natural gas requirements, aimed at securing long-term supply certainty for gas users.   In other interviews on this episode of The Money Show, on the Friday file we look at Scrumming Down to Business - Rugby's Revenue Rise. See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Simon Baloyi, CEO of SASOL, to dissect the company's financial performance, notably a staggering R56.7 billion impairment loss, and explores SASOL's revamped strategy aimed at bolstering its gas sector and restoring profitability.See omnystudio.com/listener for privacy information.