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Pippa speaks to Cherise Viljoen of Cherish Plants. Cherise has a Masters degree in Horticulture and several decades’ experience in working in both the botanical garden and nursery environments.See omnystudio.com/listener for privacy information.
At BNC#7 in Hermanus, seasoned investors Piet Viljoen and Kokkie Kooyman shared personal journeys inspired by Warren Buffett and Charlie Munger's Berkshire Hathaway. Viljoen traced his path from a junior analyst in Cape Town to embracing life-changing wisdom at the “Woodstock of Capitalism,” focusing on trust, common-sense investing, and sidestepping institutional pitfalls. Kooyman recounted how a 1999 nudge from a colleague led him to Buffett and Munger's rational business thinking during the tech bubble, spotlighting their disciplined simplicity and knack for seizing opportunities. Together, they revealed timeless principles that built Berkshire into a titan—and shaped their own success. Following their keynote speeches, Viljoen and Kooyman joined BizNews founder Alec Hogg for a lively Q&A session, diving into Warren Buffett and Charlie Munger's enduring lessons. From Buffett's reading obsession to his bold Apple investment, the trio explored practical investing wisdom, recommended must-read books, and debated asset allocation in China. They wrapped up with reflections on Berkshire Hathaway's cash hoard and Buffett's S&P 500 advice, blending humour with sharp insights.
Mpho and Tim chat to former protea player and Olympic Silver Medalist Sunette Viljoen-Louw on he sporting career and return to professional cricket and her stellar season for the Lions Women.Follow us @FullQuotaPod on X and Subscribe to the Full Quota Podcast Youtube Channel. Full Quota Podcast on Apple Podcast and Spotify. You can buy us coffee at https://buymeacoffee.com/fullquotapod
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Pippa speaks to Cherise Viljoen of Cherish Plants. Cherise has a Masters degree in Horticulture and several decades’ experience in working in both the botanical garden and nursery environments.See omnystudio.com/listener for privacy information.
Hot topic Topic: Analysis of SA GDP data Guest: Christie Viljoen - PwC
Pippa speaks to Clinton Viljoen about his latest track, Waiting.See omnystudio.com/listener for privacy information.
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Pippa speaks to Cherise Viljoen of Cherish Plants and she answers all your gardening questions. See omnystudio.com/listener for privacy information.
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Pippa speaks to Cherise Viljoen of Cherish Plants, who has a Master's degree in Horticulture and over 2 decades’ experience in both the botanical garden and nursery environments and is particularly knowledgeable on our indigenous plants. See omnystudio.com/listener for privacy information.
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A powerful ancient remedy is gaining modern attention, and it's as simple as drinking clove water before bed. Studies suggest it might improve digestion, support immunity, and even help you sleep better! Curious how? Let's dive in! We'll explore the science-backed reasons why clove water is a nighttime game-changer, how to make it, and precautions to take. What Is Clove Water and Why at Night? What is clove water? Made by steeping cloves in water to extract active compounds like eugenol, flavonoids, and tannins. Why at night? Optimal absorption: The body focuses on repair and recovery during sleep, allowing active compounds to work effectively. Evening consumption aids digestion after your last meal and preps the body for restful sleep.
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Pippa speaks to Cherise Viljoen of Cherish Plants, who has a Master's degree in Horticulture and over 2 decades' experience in both the botanical garden and nursery environments and is particularly knowledgeable on our indigenous plants.See omnystudio.com/listener for privacy information.
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In this episode BizNews editor Alec Hogg and his guests provide context on the news that matters to your money from the mega deal between Sanlam and Ninety One through to expectations on Nvidia and growing vaccine hesitancy following Trump's RFK appointment. Plus structuring your portfolio the Piet Viljoen way - and sleep well despite the half dozen fresh threats to your financial well-being.
Three years into the shootout between local and offshore investing, Re:CM's Piet Viljoen is well ahead of his rival Magnus Heystek of Brenhurst. In this third anniversary update, Viljoen reckons that having already outperformed, SA stocks could benefit still further from what he calls a ‘Lollapalooza' of good news, while offshore-focused Heystek 'fesses us to a rookie error. They spoke to BizNews editor Alec Hogg.
Doris Viljoen is the Director of the Institute of Futures Research at the Stellenbosch Business School in South Africa and she explains why she has the coolest job in the world and about our responsibility to do good work that grows our field
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Pippa speaks to Cherise Viljoen of Cherish Plants. She answers all your gardening questions.See omnystudio.com/listener for privacy information.
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What makes South African wines stand out in the global wine industry? In this episode of Wine Talks, Paul K sits down with Jacques Viljoen, Cellar Master at Boschendal Wines, to uncover the secret behind South Africa's great-tasting wines. With a unique balance of old-world tradition and new-world freedom, Jacques explains how South Africa's winemakers are using diverse terroirs and cutting-edge winemaking techniques to produce wines that are both elegant and timeless. If you are curious to know more about what sets South African wines apart or are interested in the art of winemaking, tune in now to this insightful conversation. Let's dive in! Key Takeaways: Introduction (00:00) Meet Jacques Viljoen and his role at Boschendal Wines (00:38) South Africa's unique terroir and climate explained (04:22) Boschendal Wines' end goal of making timeless, balanced wines (11:32) Changing wine trends and the global palate (16:21) Balancing old-world and new-world winemaking (22:35) The future of wine as both a cultural and economic product (31:00) Final thoughts (39:58) Additional Resources:
Interview with Anthony Viljoen, CEO of Andrada MiningOur previous interview: https://www.cruxinvestor.com/posts/andrada-mining-atm-bulk-lithium-production-strategic-partner-search-3172Recording date: 27 September 2024Andrada Mining, formerly Afritin Mining, is positioning itself as a key player in the critical minerals sector, with operations centered in Namibia. The company's focus on tin, tantalum, and lithium production, along with recent copper exploration success, offers investors exposure to a diverse portfolio of in-demand metals.Core Operations and Financial PerformanceAndrada's primary asset is the Uis mine in Namibia, a polymetallic operation currently producing tin and tantalum. The company reports positive cash flow, with CEO Anthony Viljoen stating, "All-in sustaining costs targets sitting around $27,000/ton of tin, and we're selling for about $33,000." This margin is expected to improve significantly with the integration of lithium production.Expansion PlansAndrada has outlined ambitious growth targets:Increase tin production by 60% in the next 6-12 monthsAchieve 40,000 tons of annual lithium concentrate productionLong-term vision of 5-10 times increase in production across all metalsStrategic PartnershipsThe company's resource base is substantial, with Viljoen noting the ore body at Uis is "incredibly vast," potentially supporting a century-long mine life. Strategic PartnershipsAndrada has secured partnerships with Development Bank of Namibia, Orion Resource Partners and SQM (Sociedad Química y Minera de Chile). The SQM partnership is particularly significant, validating Andrada's lithium assets and providing industry expertise.Competitive AdvantageAndrada's polymetallic approach provides a natural hedge against single commodity price volatility. The potential to become one of the lowest-cost hard rock lithium producers globally could give Andrada a significant edge in the growing lithium market.Market OutlookKey risks include commodity price volatility, execution risks associated with planned expansions, potential infrastructure constraints, and geopolitical risks, though Namibia is considered an investor-friendly jurisdiction. The critical minerals sector is experiencing strong demand growth, driven by the green energy transition and technological advancements. Lithium demand could increase by up to 40 times by 2040, according to the International Energy Agency, in a scenario aligned with Paris Agreement goals.Andrada Mining offers investors exposure to a diverse portfolio of critical minerals, potential for low-cost production, particularly in lithium, significant growth prospects backed by ambitious expansion plans, strategic partnerships validating assets and approach, and a positive cash flow, reducing financial risk compared to many junior miners.Investors should monitor Andrada's execution of its growth strategy, particularly the integration of lithium production, and keep an eye on global critical mineral prices. The company's success in achieving its expansion targets and maintaining low production costs will be crucial in realizing its potential in the evolving critical minerals market.View Andrada Mining's company profile: https://www.cruxinvestor.com/companies/andrada-miningSign up for Crux Investor: https://cruxinvestor.com
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