Integrated energy and chemical company based in Sandton, South Africa
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Gary Booysen from Rand Swiss unpacks Sasol's results and weighs up whether the value case still stacks up, or if better opportunities lie offshore. Nerina Visser from ETFsa on the odds of higher Regulation 28 thresholds or an increase in tax-free investment limits in Wednesday's budget. Warren Buys from Private Client Holdings talks cutting through market noise and positioning for the long-term structural AI trade.
Tehillah Niselow speaks to Sasol CEO, Simon Baloyi See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Simon Baloyi, CEO of Sasol about the group’s half-year results as it navigates weaker oil and chemicals prices. While earnings declined and impairments weighed on profit, production at Secunda rose 10% and cost discipline supported positive free cash flow for the first time in four years. In other interviews, Gerhard van der Merwe, consumer law attorney at Trudie Broekmann Attorneys talks about a landmark High Court case challenging banks’ long-standing use of sales in execution. Lawyer Douglas Shaw is seeking to certify a class action, alleging that homes in arrears were sold for amounts just sufficient to settle outstanding debt, potentially below market value. Major banks deny wrongdoing, saying repossessions are a legal last resort, and are opposing both the certification and Shaw’s conduct. The case could have significant implications for foreclosure law and consumer rights 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 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 See omnystudio.com/listener for privacy information.
Sasol het vandag tussentydse resultate bekend gemaak. Die wesensverdienste het met 34% gedaal, en die groep het vir die eerste keer in vier jaar 'n positiewe vrye kontantvloei ervaar. Die uitvoerende hoof, Simon Baloyi, bespreek die resultate. Volg RSG Geldsake op Twitter
Stephen Grootes speaks to Simon Baloyi, CEO of Sasol about the group’s half-year results as it navigates weaker oil and chemicals prices. While earnings declined and impairments weighed on profit, production at Secunda rose 10% and cost discipline supported positive free cash flow for the first time in four years. 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 today's Editor's Desk, Alec Hogg strips away the corporate polish to reveal why Sasol's 18-month share price high masks a "difficult" set of financial results and an $800 million debt hurdle. We explore a "software apocalypse" sparked by AI , Ruchir Sharma's take on why gold is breaking every traditional investment model , and the political earthquake of Helen Zille's return to her home turf in Johannesburg. Plus, we look at the whispers surrounding Patrice Motsepe's potential path to the presidency.
Tonight's BizNews Briefing covers four key themes: Dawie Roodt on what matters most in Wednesday's Budget; a SENS round-up led by Sasol, Nedbank, SPAR and Gemfields; Ian Cameron's “no-compromise” pushback to proposed firearm law changes; and Anton Roux on what South Africa must do to make a credible case for Formula One's return.
Mandy Wiener speaks to EWN Reporter, Lindsay Dentlinger about the Special Investigating Unit releasing interim report on Department of Home Affairs. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Mandy Wiener speaks to DA Gauteng Leader, Solly Msimanga about the Gauteng DA's expectations for the State of the Province Address by Panyaza Lesufi. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Mandy Wiener speaks to Carte Blanche journalist, Nickolaus Bauer about Louisiana town accusing Sasol of operations that are devastating to the environment and have a health impact. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Mandy Wiener speaks to EWN Sports Anchor, Anthony Teixeira about the sport games from the weekend and the results of these games. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Catch Up on the latest leading news stories around the country with Mandy Wiener on Midday Report every weekday from 12h00 - 13h00. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
Mandy Wiener speaks to EWN Reporter, Dimakatso Leshoro about the suspects arrested for murder of e-hailing driver, Isaac Satlat returning to court. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Mandy Wiener speaks to EWN Reporter, Orrin Singh about the son of former Zimbabwean president Robert Mugabe, Bellarmine Mugabe, and his co-accused appearing in the Alexandra magistrate’s court facing charges of attempted murder. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
This evening we dive into the latest market movements with Makwe Fund Managers, we look at Sasol's latest results, we hear from Dr Roelof Botha on a recent study zoning in on the Reserve Bank's MPC, we speak to Gibs about what the US Supreme Court's decision means for global trade, Ninety One discusses SA's current infrastructure landscape, and we explore the difference between Cell C and Telkom's strategies with Anchor Capital. SAfm Market Update - Podcasts and live stream
Walt Bruns – CFO, Sasol SAfm Market Update - Podcasts and live stream
South Africa's Sasol is the world's only commercial-scale synthetic oil producer. Founded in 1950, they convert millions of tons of oil from coal each year. In 2011, high oil prices turned them into South Africa's second most valuable company - with stock returns of 1000% since 2000. Then they took a massive swing on a multi-billion megaproject in Louisiana. It could have transformed them into an international chemicals giant. Instead, it smashed them to bits. In today's video, South Africa's synthetic oil giant, and the $13 billion US megaproject that ruined it.
South Africa's Sasol is the world's only commercial-scale synthetic oil producer. Founded in 1950, they convert millions of tons of oil from coal each year. In 2011, high oil prices turned them into South Africa's second most valuable company - with stock returns of 1000% since 2000. Then they took a massive swing on a multi-billion megaproject in Louisiana. It could have transformed them into an international chemicals giant. Instead, it smashed them to bits. In today's video, South Africa's synthetic oil giant, and the $13 billion US megaproject that ruined it.
In today's episode of BizNews Daybreak, President Cyril Ramaphosa delivers a "game of two halves" State of the Nation Address—promising a R1 trillion infrastructure drive while admitting water has replaced electricity as South Africa's newest crisis. We dissect his branding of mining as a "sunrise industry" that just continues sliding into darkness despite the country sitting on R40 trillion in mineral reserves. Plus: Political Earthquake: The Patriotic Alliance surges in George, snatching a key stronghold by giving the Democratic Alliance another bruising, taking its head-to-head score to four from four in the by-elections. School Scandal: An emotional David Shapiro weighs in on Roedean School's refusal to play tennis against its Jewish counterpart, King David, sparking fierce debate about antisemitism and politics in sport. Market Moves: Gold breaks $5,000, the Rand strengthens, and Sasol jumps 7%.
In this explosive edition of BizNews Daybreak, Alec Hogg unpacks two major confrontations shaking South Africa. First, SAAI's Dr Theo de Jager exposes a "Covid-style" scam in the agricultural sector—alleging cronies lining up to charge farmers R300 for Foot-and-mouth disease vaccines that should cost just R55. He argues the cadres are using "biosecurity" as a smokescreen for profit-gouging and control. Plus, we take you inside Parliament for a fiery showdown between EFF leader Julius Malema and forensic investigator Paul O'Sullivan, where accusations of espionage and fake qualifications flew across the committee room. Also in this episode: Gun Law Warning: Jonathan Deal of Safe Citizen explains why new legislation could leave vulnerable South Africans defenceless. Market Wrap: Capitec's muted reaction to strong numbers, Sasol's rise, and why the US is cosying up to Venezuelan oil. Global Shifts: Tension in Iran and a a boost for coal-based electicity production. Listen now for the context you need to win the day.
Prashaen Reddy – Partner, Kearney SAfm Market Update - Podcasts and live stream
Alec Hogg brings you Monday's top business and geopolitical stories: Trump's Board of Peace: The new US President unveils a controversial rival to the UN with a $1 billion entry fee—and South Africa is not on the guest list. Valterra Platinum: The miner formerly known as Amplats flags a doubling in profits despite floods and cost-cutting, signalling a strong start for the rebranded giant. Farewell, Barloworld: After over 80 years, the industrial titan “Barlows” (BAW) will delist from the JSE tomorrow, marking the end of an era for public investors. Sasol's Grit: The energy giant stabilises its engine room with a fatality-free quarter and a fix for its coal quality woes at Secunda. SANDF Scandal: US intelligence analyst Chris Wyatt breaks down the shock promotion of a “murder-charged” General to lead SA's Special Forces. Plus: Gold through $5 000, market movers and commodities updates. Start your week with the context you need to win the day.
Today on BizNews Daybreak, Alec Hogg unpacks the key stories shaping your day: Musk at Davos: Despite past criticism, Elon Musk makes a surprise appearance at the World Economic Forum, declaring full self-driving a "solved problem." Political Earthquakes: The Democratic Alliance faces shock by-election losses as the Patriotic Alliance surges in George and the Freedom Front Plus makes major gains in Tshwane. Market Moves: Sasol jumps 14% on higher oil prices, Mr Price gets a vote of confidence from Allan Gray, and Investec continues its massive share buyback. Tech & Trade: GinsGlobal's Anthony Ginsberg on the US tech rally and how South Africa can secure better trade deals with a booming American economy. Start your day with the context you need to win. Listen now for the full insights.
Petri Redelinghuys from Herenya Capital Advisors revisits Sasol – one of his 2025 picks – after a volatile year, and asks whether it still earns a place in his portfolio. Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week's interest rate call. Hiten Keshave, CEO of Unconventional CA, argues that funding is not the problem for SMEs – capital is available, but many businesses are simply not ready to absorb it.
Schalk Louw, welvaartbestuurder by PSG Old Oak, gesels oor 52-week hoogtepunte, die rand se beweging, Sasol se handelsverklaring, en ArcelorMittal se moontlike transaksie. Volg RSG Geldsake op Twitter
In this episode of BizNews Daybreak, Alec Hogg breaks down the context you need to win the day: Markets in Turmoil: US tech stocks take a hit with Nvidia and Tesla down 4%, while Gold roars to a fresh record of over $4,800/oz. Trump vs. The World: Investor sentiment sours as Donald Trump's latest moves regarding Greenland and NATO spark fears of a trade war. Netflix Plunge: Shares drop another 5% as investors continue to reject the Warner Bros. Discovery acquisition plan. Prosus at Davos: CEO Fabricio Bloisi speaks from the World Economic Forum on the future of the tech giant. The BEE Debate: NEASA CEO Gerhard Papenfus issues a blistering response to Minister Gwede Mantashe's claim that white South Africans hate BEE due to "white supremacy". JSE Movers: Gold shares soar, Sasol breaks its slide, recovering to over R100/share, while Orion bounces back 7%. Business History: The fascinating story of how Warren Buffett bought Berkshire Hathaway not for love of the business, but out of pure spite over a 12-cent dispute. Get the full context at BizNews.com
In this edition of BizNews Daybreak, Alec Hogg unpacks the global and local stories moving the markets this morning: Diplomatic Friction: Tensions between the US and the EU escalate while South Africa's own relationship with Washington deteriorates over Iranian participation in naval exercises. Retired US intelligence analyst Col. Chris Wyatt weighs in on whether Pretoria should "dig in" or repair relations to protect trade. More on the "Madman" Theory: Piet Viljoen provides another perspective on historian Niall Ferguson's argument that Donald Trump's erratic behaviour—including his aggressive bid for Greenland—is a calculated strategy. Market Movers: On a relatively quiet JSE while the US takes a holiday, Sibanye Stillwater jumps 3% on news of a strategic pivot at its Keliber lithium project in Finland, while Sasol falls below R100 on lower oil and a stronger Rand. Investment Outlook: Counter-cyclical investor Piet Viljoen explains why 2026 could be another banner year for South African assets. Sign up for the BizNews Conference in Hermanus (March 10-12) as seats are filling up - details at BizNews.com.
Theo Vorster, medestigter van Galileo Capital, gesels oor die mark se reaksie op Donald Trump se tarief‑aankondigings, Sasol se aandeelprys ná JP Morgan se afgradering, en Capitec se markwaarde. Volg RSG Geldsake op Twitter
In this morning's briefing, Alec Hogg unpacks a volatile geopolitical landscape where conflicting reports emerge from Iran—Donald Trump claims de-escalation while internal memos suggest mass casualties. We speak to Iranian-born and bred entrepreneur and former UCT Economics Prof Iraj Abedian, who delivers a scathing critique of the South African government's silence on human rights abuses in Iran. On the markets, the South African Rand resilience continues, strengthening to R16.42 against the Dollar. Sasol enjoys a great few days, up 17% for the week, while cracks in the MTN share price surge take a hit on Iran exposure fears. Finally, mining expert Peter Major explains why the US government might bring an "open chequebook" to the upcoming Mining Indaba in Cape Town as the race for critical minerals heats up. Key Topics & Highlights: Market Snapshot: The Rand holds recent gains at R16.42/$; Gold dips slightly while Bitcoin holds firm at $95,750. Stock Movers: Sasol climbs another 5.5% (best performer among large caps); MTN falls 70% over the last year (down 2.3% yesterday) due to Iran exposure; US banking stocks (Wells Fargo, Citi) slide on earnings. The Iran Crisis: Conflicting narratives between the White House and reports on the ground. Dr. Iraj Abedian Interview: A powerful discussion on why the SA government is maintaining relations with a regime Abedian describes as the "Nazis of the 21st Century," and whether this violates South Africa's own constitutional mandate. US Politics: Trump's latest comments on Greenland and Fed Chair Jerome Powell. Mining Indaba Preview: Peter Major discusses the "US vs China" battle for critical minerals and the unique opportunity for South Africa to secure Western investment.
Johan Gouws, hoof van welvaartadviesdienste by PPS, bespreek kommoditeitspryse, die VSA se handelstariewe, die olieprys en Sasol se aandeelprys. Volg RSG Geldsake op Twitter
It is a morning of relief and reward for South Africa. Alec Hogg breaks down two major regulatory victories that will ease the cost of doing business: the US House has officially passed the AGOA extension bill, and the EU has removed South Africa from its high-risk "grey list" jurisdictions. Also in this episode: Geopolitics: Iran reaches a boiling point as protests turn deadly, while Venezuela releases US prisoners. The Deal Closed: ASP Isotopes completes its acquisition of Renagen, handing founders Stefano Marani and Nick Mitchell senior global roles and (large) dollar-based pay packets. Davos 2026: The World Economic Forum has morphed into a "Donald Trump Fan Club" with notable absence of BRICS and the Global South. Markets: Bitcoin nears $100k, Sasol rallies 4.5%, and JPMorgan drags down Wall Street.
Schalk Louw, welvaartbestuurder by PSG Old Oak, gesels oor kommoditeite, staatseffekte, Donald Trump se aankondiging oor lande wat sake doen met Iran en Sasol se aandeelprys. Volg RSG Geldsake op Twitter
Na Guiné-Bissau, Fernando Dias, candidato que reclama vitória nas eleições presidenciais contra Sissoco Embaló, exige a divulgação dos resultados. Em declarações à DW, um jurista garante que ainda é possível reconstituir o processo eleitoral. Em Angola, serão as acusações contra o general Higino Carneiro uma estratégia política para impedir a sua candidatura à liderança do MPLA?
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South Africa is taking a huge bet on a new fuel source for electricity — liquid natural gas (LNG). Electricity Minister Kghosientsho Ramokgopa has said we will target using LNG for 6 00MW of powerby 2030 but there almost no infrastructure to import it and no plant to make electricity from it. The government will gazette its 2025 Integrated Resource Plan in a matter of days. In this edition of Podcasts from the Edge Peter Bruce talks to Jaco Human, CEP of the Gas Users Association of Southern Africa, who currently use gas for industrial heating but who face a critical deadline — June 2030 when the current monopoly supplier, Sasol, will cut of supplies, the so-called “gas cliff". The industrial gas users employ close to 100 000 people. Can they and the State build import terminals and pipelines land long-term gas supply contracts in time? Only the State is big enough to serve as an anchor importer for long-term contracts. "What simply has to happen in order to mitigate the gas cliff? That, that is priority number one,” says Human. "What we're saying to the state is (that)e have now run out of time. We simply have to talk about demand stacking (orders into the future), and that simply means the sequencing and, and addition of gas demand through Eskom, through industry and through private power generation. If we don't get that right, we will sit with a market failure. Right now we see that the government is about to issue or get moving on a gas master plan very shortly, or at least publish something. We're not sure ... that the gas cliff is sufficiently addressed in that.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
PSG Wealth's Schalk Louw on Sasol's strong update that investors cheered, and Clicks's steady top-line growth paired with a sharp Heps rebound. Afrimat CEO Andries van Heerden on resilient results as Lafarge SA operations improve and local iron sales surge. Plus, Simon weighs in on gold's sudden ‘collapse' – and what comes next.
Aubrey Masango host Tshamani Mathebula, the Head of the Sasol Foundation to discuss shares her career journey. Tshamani also shared her insights on leadership, transformation, and talent management. The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Fundada a partir del histórico Horizon Asset Management Company, Hamco acumula 25 años de trayectoria con una rentabilidad anualizada del 17%. El programa Tu Dinero Nunca Duerme reunió a John Teed y Pablo Istillarte, socios de la gestora Hamco AM, una firma de inversión de origen uruguayo con presencia en España en una nueva edición especial para suscriptores de podcast. Fundada a partir del histórico Horizon Asset Management Company, Hamco acumula 25 años de trayectoria con una rentabilidad anualizada del 17%, y más de seis años operando como gestora independiente en el mercado español. Teed explicó que su llegada a España respondió tanto a motivos personales —sus hijos son españoles— como a la oportunidad de integrarse en el ecosistema de gestoras value que han prosperado en el país. En cuanto a su filosofía, Hamco se define como inversora "deep value", orientada a comprar buenas empresas a precios muy bajos, con un enfoque global y diversificado. Su fondo insignia, el Hamco Global Value Fund, cuenta con 85 posiciones —muy por encima del promedio del sector— y mantiene su mayor exposición en Corea del Sur (20%), seguida del sudeste asiático, Europa y América. Teed defendió la diversificación como una ventaja frente a carteras excesivamente concentradas: "Dormimos mejor nosotros y también los partícipes", afirmó, subrayando que el límite por posición rara vez supera el 3%. Pese a ello, el fondo ha logrado rentabilidades cercanas al 18% anual netas de comisiones, demostrando que una cartera amplia no está reñida con el rendimiento, según enfatizó Pablo Istillarte, responsable de relación con inversores de Hamco. Uno de los ejemplos de su enfoque es Sasol, una química y refinería sudafricana que constituye la principal posición del fondo. La firma fue adquirida cuando cotizaba "a 25 lo que valía 100", explicó Teed, un caso típico de su estrategia basada en amplios márgenes de seguridad y búsqueda de "empresas que nadie quiere". Istillarte complementó que ser un fondo global les permite encontrar oportunidades en mercados infravalorados como Turquía, Argentina o Sudáfrica, y evitar caer en las llamadas "trampas de valor", compañías baratas en apariencia pero con beneficios decrecientes o activos deteriorados. Hamco ha lanzado recientemente un segundo producto, el Hamco Quality Fund, domiciliado en Luxemburgo, que busca compañías de mayor calidad y estabilidad, al estilo del "Buffett 2.0". Ambos fondos mantienen comisiones competitivas —1,35% fija y 9% sobre éxito en el Global Value— y recomiendan a los inversores un horizonte mínimo de cinco años para maximizar resultados. En palabras de Teed, la clave del éxito de Hamco es simple pero exigente: "Comprar 100 por 25 y esperar pacientemente a que el mercado reconozca el verdadero valor."
In this in-depth BizNews interview, Sasol CEO Simon Baloyi reflects on South Africa's energy turnaround, why business must partner with government to fix power, logistics and crime, and how Sasol is balancing coal-based production with renewables in its decarbonisation journey. From cutting debt to tackling Joburg's visible infrastructure collapse, Baloyi shares his long road from Secunda engineer to the top office — and why his legacy must be one of restoration and significance
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.
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.
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.
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.
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