Podcasts about transaction capital

Omri Thomas, direkteur by Abax Investments gesels oor Barloworld se uitkoop-aanbod, Transaction Capital se winssyfers, en hulpbronaandele. Volg RSG Geldsake op Twitter

Makwe Masilela of Makwe Fund Managers discusses the day's market moves, PMI data, expectations for the last month of 2024, investment fears, interest rates, Nampak results, news from Transaction Capital, and Aveng getting rid of its infrastructure investment. SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments discusses the day's market developments, global volatility keeping investors away from emerging markets, plan B if we don't see foreign inflows, an update from WeBuyCars, the trust deficit within Transaction Capital, Sasol shares tumbling, and Sasfin. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam discusses Transaction Capital's exit from SA Taxi and comments on Momentum's results. Jason Swartz from Old Mutual Investment Group shares insights on what needs to happen for foreign investors to start reinvesting in South Africa. Ian Ferguson, co-head of Old Mutual Cash and Liquidity Solutions, speaks about how corporates manage cash effectively in a declining interest rate environment.

Nosipho Radebe speaks to Kokkie Kooiman, Investment Analyst at Denker CapitalSee omnystudio.com/listener for privacy information.

Sasfin's David Shapiro discusses the day's market moves, Transaction Capital disposes of more assets, the iron ore price, miners falling a bit flat, and what's disturbing Asian and US markets. SAfm Market Update - Podcasts and live stream

Noluthando Mthonti-Mlambo speaks to Jonathan Jawno, CEO of Transaction Capital.See omnystudio.com/listener for privacy information.

Jonathan Jawno, CEO of Transaction Capital, joins host Bruce Whitfield to discuss the company's financial results. Transaction Capital has improved its cash position and narrowed its losses. Jawno highlights that the separate listing of WeBuyCars enabled the group to reduce its debt and achieve a net cash position at the holding company level. Taddy Blecher, CEO of the Maharishi Institute, explains to host Bruce Whitfield that in the Anglo American-BHP takeover debate, there's more than meets the eye. The stakes go beyond the surface, involving the core essence and mission of these companies, and their distinctly different approaches to conducting business. Personal finance expert and Galileo Capital co-founder joins host Bruce Whitfield on the Personal Finance Feature to discuss key considerations when buying a house. Purchasing a home is a major financial decision that demands thorough planning and thoughtful deliberation. See omnystudio.com/listener for privacy information.

Jonathan Jawno, CEO of Transaction Capital, joins host Bruce Whitfield to discuss the company's financial results. Transaction Capital has improved its cash position and narrowed its losses. Jawno highlights that the separate listing of WeBuyCars enabled the group to reduce its debt and achieve a net cash position at the holding company level.See omnystudio.com/listener for privacy information.

Mia Kriegler, navorsing en fondsbestuur direkteur by Kruger Internasionaal gesels oor die rand, Transaction Capital se resultate, Coronation wat 'n dividend verklaar, en Alexforbes se handelsverklaring. Volg RSG Geldsake op Twitter

Terence Hove of Exness discusses the day's market moves, the rand, this week's US inflation numbers, developments around BHP's offer for Anglo with a potential unbundling on the cards for the miner, investor sentiment around South African markets, and Transaction Capital's trading statement. SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments discusses the day's market moves, Capitec results pulling the financials sector up, miners' struggles confirmed in disappointing updates from Anglo and Sasol, WeBuyCars since its listing and Transaction Capital post the unbundling, standouts from the US reporting season so far, and a year-to-date look at the rand. SAfm Market Update - Podcasts and live stream

UK and Local Inflation: UK inflation surprises at 3.2%, lowest in over two years. US Fed unlikely to cut rates soon, waiting for FOMC meetings. South Africa's CPI data for March at 5.3%, showing a positive trend. Potential for SA rate cuts, depending on US decisions. [caption id="attachment_41866" align="aligncenter" width="849"] SA Inflation 5.3% for March 2024[/caption] China and Commodities: China's GDP surpasses expectations at 5.3%, amid concerns over Fitch downgrade. Export data reflects overstocking, driving prices down. Despite challenges, China's market appears interesting. [caption id="attachment_41867" align="aligncenter" width="849"] Chinese GDP YearONYear per quarter[/caption] PGMs, oil, gold, and other commodities. Gold remains strong, targeting $2500. Recent attack on Israel by Iran affects oil prices. WeBuyCars listing and potential market impact. Transaction Capital analysis and investor considerations. Purple Capital* Results: Purple Capital swings back to profit, surprising the market. Key financial highlights and insights into EasyEquities performance. Exploration of new products and their impact on revenue. Analysis of client cohort growth and its implications. Positive outlook on Purple Capital's performance. Expectations of potential price pullback. Simon Brown * I hold ungeared positions.  

Independent analyst Jimmy Moyaha on the Afrimat update and a red wave sweeping markets. Purple Group CEO Charles Savage shares insights on the company's robust performance and return to profitability. Zeph Nhleko from DBSA sheds light on the debut of their African Journal of Infrastructure Development.

Petri Redelinghuys of Herenya Capital runs us through the day's market moves, a red board on the local bourse, Purple Group, Transaction Capital, inflation, and interest rates not coming down soon. SAfm Market Update - Podcasts and live stream

Faheema Adia of Momentum Securities on WeBuyCars's potential value and remaining investment opportunities in Transaction Capital. Fortress's Reits Maciej Tuszynski talks logistics and growth prospects in Eastern Europe. Simon's thoughts on the history of Ellies as the stock goes into liquidation after once trading above R10.

Terence Hove of Exness discusses the day's market moves, US CPI, the local currency, the WeBuyCars listing and whether it has changed investors' minds about Transaction Capital. SAfm Market Update - Podcasts and live stream

Noluthando Mthonti-Mlambo speaks to WeBuyCars CEO about their listing. Today, the company listed on the Main Board of the Johannesburg Stock Exchange under the share code "WBC". The 23-year-old company which has been spun off from beleaguered Transaction Capital, had already raised R750 million in new capital through a private placement of the stock, while the former parent company raised R152.7 million through the disposal of 8 million shares. It rose to R20.85 in trade on Thursday, 11% higher than its issuance price.See omnystudio.com/listener for privacy information.

kk Sasol Secunda Reprieve Recap of Sasol's recent developments. Minister's agreement to Sasol's appeal regarding emissions at Secunda. Stock bounce and support level analysis. Target prices discussion and outlook for Sasol. PGM Miners' Performance Analysis of platinum group metal (PGM) miners' performance. Notable increases in stock prices. Consideration of factors affecting the industry, including production cuts and demand for catalytic converters. Exploration of whether the current uptrend indicates the beginning of a bull market. Discussion on supply and demand dynamics in the PGM market. Mention of Sibanye Stillwater's* CEO's forecast. Reflecting on year-to-date performance of PGMs. Insights into the future trajectory of PGM prices and potential risks. [caption id="attachment_41807" align="aligncenter" width="849"] PGM and miner moves for the month of April up to the 9th[/caption] Fitch Cuts China's Outlook to Negative Overview of Fitch's downgrade of China's outlook. Analysis of implications for the Chinese economy. Examination of the performance of Chinese stocks. Commentary on factors contributing to China's economic struggles. Exploration of potential effects on global markets. WeBuyCars Listing Preview of WeBuyCars' upcoming listing. Discussion on the valuation and market cap of WeBuyCars. Comparison with Transaction Capital. Speculation on market demand for second-hand cars and implications for WeBuyCars' growth strategy. Evaluation of WeBuyCars' disruptive potential in the automotive industry. Inflation Targeting Discussion Analysis of the South African Reserve Bank's inflation targeting strategy. Exploration of the history and purpose of inflation targeting. Evaluation of the current inflation target and potential for revision. Discussion on the process and implications of lowering the inflation target. Advocacy for starting the conversation on revising the inflation target to ensure long-term economic stability. Simon Brown Charts by KoyFin, use this link for 10% off your first order. * I hold ungeared positions.  

Chantal Marx of FNB Wealth and Investments discusses the day's market moves, the All Share Index closing higher, inflation numbers coming from US and China, SA Inc being undervalued, foreign currency reserves, and Transaction Capital ahead of WeBuyCars listing. SAfm Market Update - Podcasts and live stream

Viv Govender from Rand Swiss on what oil and gold are telling us … is inflation not over? Janina Slawski from Alexforbes shares insights on what their Retirement Fund Survey for 2024 revealed. Simon's thoughts on the process of unbundling and listing a stock ahead of WeBuyCars's unbundling from Transaction Capital.

‘One of the reasons I attend AGMs, besides being able to vote...is I like to learn more about the company and get a feel for management. At this AGM I just feel I didn't get that': Steven Beattie of Steven Beattie Tuition.

Safair, commanding 60% of South Africa's domestic air travel and expanding regionally, faces a critical investigation over allegations of breaching local shareholding laws. Guy Leitch, Editor at SA flyer Magazine says although competitors have a basis for their complaint, the licensing conditions in SA are too restrictive. After the SA economy slightly grew by 0.1% in Q4 of 2023, narrowly escaping a technical recession in Q4 of 2023, after it contracted by 0.2% in Q3 of the same year. Maarten Ackerman, chief economist at Citadel says there is nothing to be happy about as the figures point us to a South Africa that is in a “per capita recession”. This is because the population is growing faster than the struggling economy.    In our investment shapeshifter,  Chantal Marx, head of equity research at FNB Wealth and Investments on the dogs of the JSE and on when is it worth taking a chance? The dogs of the JSE are stocks that have lost more than 40% of their value over the last year include previous market darlings like Pick n Pay, Transaction Capital, PGMs, ArcelorMittal, Brait, Sasol, EOH, MTN, Spar, and Metair, etc.See omnystudio.com/listener for privacy information.

Chantal Marx of FNB Wealth and Investments discusses the day's market moves, the local currency bouncing back, bitcoin motoring on, Sasfin defending Sars's claim for damages, Sasol, EOH naming an interim CEO, results out of Motus and Super Group, and thoughts on Transaction Capital. SAfm Market Update - Podcasts and live stream

Pick n Pay* Chart Analysis Resistance zone around 26, potential to touch 26.70 Higher highs, higher lows, horizontal resistance Target: 30 bucks to fill the gap Comments on Pick n Pay's potential under Sean Summers No need for a rights issue, potential market spook if it happens Simon's position: Started building, considering more Current status: Down 1.7%, trading at 25.30 Pick n Pay close 13Feb24 (daily) Transaction Capital and WeBuyCars Transaction Capital planning to list WeBuyCars Unbundling process expected in March Valuation: 7.5 billion rand Key information: Founders' put option on Transaction Capital is off the table WeBuyCar's strong performance in January with a record 14,000 cars sold Market Cap of Transaction Capital: R6.5 billion Opportunities and challenges in SA Taxi business Overall assessment: Looking not too bad Current stock level: 850c Expectation of pro rata shares for Transaction Capital holders Timing details expected in the circular Gold Price Movement Gold weaker despite US and UK inflation data Current gold price and chart analysis Simon's position in Anglogold Ashanti* Observations on unexpected weakness in gold price after inflation data Gold daily chart 14Feb24 Canal+ Offer for MultiChoice MultiChoice facing a 105 rand Canal+ offer Market sentiment: Canal+ likely to come back with a better offer Current stock price: 104.63 Speculation on possible offer prices: 120, 135, or even 160 Market confidence in Canal+ making a mandatory offer Global Market Trends and Dollar Strength Dollar strength in global markets DXY trading at 104.87 Money flowing into the US due to fear and concerns Impact on Rand: Trading at 19.07 Market skepticism about inflation concerns DXY (US$ index) 14Feb24 (daily chart) Inflation Analysis Recent US and UK inflation data Market reaction to inflation numbers Central bank concerns about reaching inflation targets Jerome Powell's cautious approach and potential rate cuts Local inflation expectations and potential rate cuts in South Africa The challenge of getting back to the inflation target * I hold ungeared positions.

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

Breaking News: Canal+ Offer for MultiChoice: Canal+, French TV business, offers 105 rand per share for MultiChoice minorities. Synergies between the two businesses. Legal considerations regarding foreign media ownership. MultiChoice closed at 75 rand; market likely to respond positively. Market Updates: Hyprop reports positive festive trading for its tenants. Transaction Capital plans to list WeBuyCars in March; potential value unlock. Evergrande declared bankrupt with over 300 billion dollars in debt. Hong Kong economy expanded 3.2% in 2023. China overtakes Japan as the world's top car exporter. Cristal Challenge Stock Picks: Richemont*: Luxury brand with potential in a recovering economy. [caption id="attachment_41062" align="aligncenter" width="849"] Richemont weekly chart close 31Jan24[/caption] Calgro M3*: Debt under control, potential dividend, well-managed company. [caption id="attachment_41063" align="aligncenter" width="849"] Calgro M3 weekly chart close 31Jan24[/caption] AngloGold Ashanti*: Gold as insurance; geopolitical concerns. [caption id="attachment_41061" align="aligncenter" width="849"] Anglogold Ashanti weekly chart close 31Jan24[/caption] Zeda: New listing, unbundling, potential growth. [caption id="attachment_41065" align="aligncenter" width="849"] Zeda weekly chart close 31Jan24[/caption] Mr. Price*: Positioned well in the retail sector, positive trading update. [caption id="attachment_41064" align="aligncenter" width="849"] Mr Price weekly chart close 31Jan24[/caption] Closing Remarks: Reminder to sign up for email alerts before live sessions. Host: Simon Brown * Simon holds ungeared positions. Host: Simon Brown Date: 1 February 2024

Sasfin's David Shapiro takes us through the day's market moves, Transaction Capital, ArcelorMittal, resources feeling the pinch, and whether we will see a rise in M&A activity this year. SAfm Market Update - Podcasts and live stream

Sasfin's David Shapiro discusses the day's market moves, Netflix results, ASML and the semi-conductors sector, Tencent picking up, China's challenges, how his Cristal challenge is shaping up, what investors think about Transaction Capital, and the rand. SAfm Market Update - Podcasts and live stream

Position your portfolio for 2024. Top local ETFs for 2023. Simon Shares Transaction Capital (JSE code:TCP) results swung into a massive loss, no surprise. SA Taxi loss making but overall H2 was better then H1 in all three divisions. Purple Group* (JSE code: PPE) results also swung into a loss. But as a discretionary consumer business, why is everybody so surprised? Average client has 1.45 products. This seems low, very low. Philippines not yet regulated, but they not giving up. Project delays. Tigerbrands (JSE code: TBS) show a tough environment and RFG (JSE code: RFG) may offer better value. Local Q3 GDP at -0.2%. Gold at all-time highs. Charts by KoyFin. Get 15% off a two-year subscription * I hold ungeared positions. Simon Brown

Reko Nare from Anchor Capital on where he's looking for value on the JSE into 2024. Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy. Old Mutual's Johann Els on negative Q3 GDP data, are we on track for a technical recession?

On this episode of Stock Picks, independent analyst Jimmy Moyaha takes a closer look at Transaction Capital, MultiChoice, Astral Foods, Gold Fields and Shoprite. Stock Watch

JB Smith, besturende direkteur en portefeuljebestuurder by Sequoia Capital Management gesels oor die rand, bitcoin wat spring en Transaction Capital se resultate. Volg RSG Geldsake op Twitter

Transaction Capital has swung into an annual loss, saying the results reflect what has undoubtedly been the most challenging and disappointing year in its history. Business Day TV unpacked the performance with incoming CEO, Jonathan Jawno.

Jonathan Jawno – Executive Director, Transaction Capital SAfm Market Update - Podcasts and live stream

On this episode of Stock Picks, Chantal Marx from FNB Wealth & Investments takes a closer look at Harmony Gold, Textainer, Truworths, Transaction Capital, Murray & Roberts and Impala Platinum. Stock Watch

Alex Duys from Umthombo Wealth on Mondi's Canadian expansion. After a solid first half, US markets seem priced for perfection, Craig Antonie from Anbro Capital Investments takes a look. Keith McLachlan from Integral Asset Management on the value proposition for Transaction Capital.

Sithembile Bopela FNB talks Transaction Capital. After announcing a funding deal for Gomo the share has slipped even further, now trading below 600c. Value or value trap? STANLIB's Rademeyer Vermaak offers insights on value in the local market and takes a look at different investment strategies. Martin Soderberg from Spear Capital unpacks favourable exit techniques for an unlisted investment.

The man, the myth, the legend, JD Breytenbach is back on the Easy Does it podcast. Answering some burning investor questions while giving us a scoop on all the important financial events that had the markets moving and shaking in the month of May.The Senior Trader at Purple Group highlights the big investment global themes and macroeconomic factors that affected markets in May. He delves into the effect of artificial intelligence on share prices, the US debt ceiling, earnings that stood out, and the Purple Group's rights issue.The financial market sangoma also throws the bones and highlights events he expects to be the market-driving factors in June, such as inflation and the rand.Press play as JD also answers that age-old question: Why are commodities attractive during a time of recession?Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @JD_Breytenbach or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Independent analyst Karl Gevers chats results from Sappi and a strong update from RFG Holdings. Fanele Mondi from the Energy Intensive Users Group on their proposal to coordinate maintenance with Eskom ... although it won't solve a tough winter of load shedding. Simon's thoughts on what is next for Transaction Capital.

Lonwabo Maqubela from Perpetua unpacks the update from Southern Sun which shows continued demand for leisure. David Hurwitz of Transaction Capital on results that saw the stock down another 20%. Avon's Mafahle Mareletse talks moving into traditional retail and make-up sales as consumers struggle.

Isaah Mhlanga, head of markets research at RMB looks at how load-shedding is affecting the country's currency.  David Hurwitz, CEO at Transaction Capital on the company plunging 35% after a R1.9 billion loss. Then, Dondo Mogajane, CEO of Moti Group was our shapeshifter.  He spoke about working at the National Treasury to now moving to the private sector.See omnystudio.com/listener for privacy information.

The man, the myth, the legend, JD Breytenbach is back on the Easy Does it podcast. Answering some burning investor questions while giving us a scoop on all the important financial events that had the markets shaking in the month of March.The Senior Trader at Purple Group highlights the big investment global themes and macro economic factors that affected markets in March, delves into Transaction Capital, shares his thoughts on Alibaba and touches on the effects of the US banking crisis.The financial market sangoma also throws the bones and highlights events he expects to be the market-driving factors in April.Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @JD_Breytenbach or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Simon Shares Federal Reserve FOMC raises 0.25% and the market drops as Fed says almost at the top. Local CPI comes in slightly higher at 7.0%. MPC meets next week, hold on rates or another +0.25%? Credit Suisse 'sold' to UBS. Steinhoff (JSE code: SNH) votes against the debt deal, now what? Bankruptcy surely? Transaction Capital (JSE codeL TCP) bounces, where's the value?

Transaction Capital's position as South Africa's second-best wealth creator for shareholders (behind Capitec) over the past decade fell in a heap this month as the share price collapsed from R30 to under R10. A pre-results profit warning last Monday (13 March) triggered selling that accelerated as rumours took hold, resulting in the shares falling precipitously to a low of R8 on Thursday. The fact that CEO David Hurwitz sold a large chunk of his shareholding in December fuelled Mr Market's righteous indignation. In this candid interview with BizNews founder Alec Hogg, the embattled company's bruised CEO cuts to the chase, providing context and explaining why the company has aborted a significant stock issue (to buy more of WeBuyCars) because it believes the shares have fallen too far. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Hurwitz, CEO of Transaction Capital explains to Bruce Whitfield why he sold his shares in December 2022. He refutes market speculation and allegations of possible insider trading, saying the sale was done with permission of other executives in relation to debt covenants.     Martin Preece, interim CEO of Gold Fields discusses Gold Fields and AngloGold possible partnership to create Africa's largest gold mine.     Personal Finance with Warren Ingram, Co-Founder of Galileo Capital -  Now that investors can earn interest on bonds overseas, it is time to review how our overseas investments are allocated. See omnystudio.com/listener for privacy information.

The collapse of Silicon Valley Bank, the US's 16th largest, sent shock waves through global markets, knocking banking shares worldwide. In unrelated developments in SA, results from Absa and Transaction Capital disappointed, triggering intense selling pressure on the stocks, both of which are held in the BizNews model portfolio. Our go-to man on financial services, Denker Capital's Kokkie Kooyman, broke into his 'bucket list' holiday in Greenland to explain the relevance of these developments. He spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wayne McCurrie on results from Stor-Age and Transaction Capital. Adrian Saville on EU third quarter GDP coming in at 0.2%. Michele Santangelo, Independent Securities portfolio manager, on growth stocks finally trading at reasonable prices.

Xhanti Payi, economist & founder at Nascence Advisory looks at how much government's blunders have cost the economy.      David Hurwitz, CEO at Transaction Capital on the company declaring a higher dividend as WeBuyCars shines.     As FXT filed for bankruptcy, in our investment school, Viv Govender, portfolio manager at Rand Swiss gives a cautionary tale on investing in crypto. See omnystudio.com/listener for privacy information.

Chantel Marx, hoof van beleggingsnavorsing by FNB Wealth and Investment gesels oor haar siening van die mark op die oomblik, Transaction Capital se resultate, en Brait wat Premier Foods gaan noteer