MoneywebNOW

[TOP STORY] Capital Appreciation interims show strong growth in annuity income

The products and services that the group provides are all mission-critical, not only for current but for future trading activity, explains CFO Alan Solomon.

5 Dec 2AM 7 min

Gold is a recession hedge heading into 2024

Petri Redelinghuys from Herenya Capital Advisors on what’s driving gold higher and his preferred gold miner. Alan Solomon of Capital Appreciation on results that saw strong growth in annuity income. Bianca Botes from Citadel Global on managing commodity and currency volatility risks in the agri sector.

5 Dec 12AM 20 min

[TOP STORY] The legal and tax implications of virtual emigration

Brandon Naidoo from Liberty Group looks into the growing trend of earning across borders, but from home.

4 Dec 2AM 5 min

Gold hits record highs: Top miner picks for max returns

Chantal Marx from FNB Wealth and Investments on Tiger Brands's results as volumes slip marginally, and a look at her preferred gold stock. Liberty's Brandon Naidoo unpacks virtual emigration and the legal and tax implications. Mario Fisher  from Old Mutual Investment Group on the quantitative approach they use for offshore…

4 Dec 12AM 19 min

[TOP STORY] Purple Group sees trading volumes much lower than a year ago

CEO Charles Savage considers the past year worse than 2008/9, when ‘the solution was swift and almost immediate’.

1 Dec 2AM 10 min

Lewis gross profit margins are outstanding

Independent analyst Jimmy Moyaha on Spar's poor results and Lewis's strong results as it continues to buy back shares. Charles Savage, CEO of Purple Group, talks results as it swings into a full-year loss. Simon offers his thoughts on the Mauritian economy.

1 Dec 12AM 21 min

[TOP STORY] Exploring the success factors of a rule-based investment fund

The fund’s performance is in the top half or better of fund performances 95% of the time on a rolling three-year basis: CIO Kingsley Williams.

30 Nov 1AM 7 min

Declining rates a win for business profits

Faheema Adia from Momentum Securities on Pepkor results as volumes and Heps dropped. Satrix's Kingsley Williams talks a rules-based fund delivering superior returns. Michele Santangelo from Independent Securities talks about bonds … with interest rates set to decrease next year, is there still opportunity here?

30 Nov 12AM 20 min

[TOP STORY] Specialisation in blockchains is occurring

Tokenisation takes a big asset and breaks it down into smaller, more consumable pieces – Mesh.trade CEO and co-founder Connie Bloem.

29 Nov 1AM 6 min

Bidvest was priced for perfection … then came the trading update

Umthombo Wealth's Alex Duys on a tough Bidvest trading update and the latest results of Stefanutti Stocks. Connie Bloem of Mesh.trade shares insights on the rise and potential of tokenisation using blockchain technology. Bryn Hatty of Stonehage Fleming Investment Management SA on the four pillars of capital.

29 Nov 12AM 19 min

[TOP STORY] Invicta: Good numbers in a tough six months

‘When we bring in big capital equipment there's no option to bring it in by freight and we have to just deal with whatever the port throws at us': Invicta CEO Steven Joffe.

28 Nov 2AM 6 min

Exciting outlook for Zeda

Gary Booysen of Rand Swiss on Zeda's maiden annual results and Standard Bank's ten-month trading update. Invicta CEO Steven Joffe shares insights on the group's results that show modest Heps growth in tough trading conditions. Martin Hatidani of NMG Benefits speaks on the process and expectations around retrenchment.

28 Nov 12AM 21 min

[TOP STORY] AME interims reflect revenue up and good cost management

Our plan is to grow on the audio side. That's AME interims reflect revenue up and good cost management. Our plan is to grow on the audio side. That's really worked, because we've almost a national footprint in our sales function – CEO Dave Tiltmann

27 Nov 2AM 5 min

Where to invest when rates start coming down?

Sanlam's Nick Kunze takes a look at which sectors are likely to benefit from interest rates peaking. AME CEO Dave Tiltmann on the group's latest results. Kamal Govan of Allan Gray on cautious optimism as African businesses provide the cocktail for meaningful performance.

27 Nov 12AM 19 min

[TOP STORY] Why is SA’s junk-status credit rating so resilient?

Being a strong beneficiary of the commodity cycle and showing some – albeit slow – economic reforms have kept us ‘floating on water’: Anchor Capital Investment analyst Casey Delport.

24 Nov 1AM 7 min

Stock valuations looking attractive for 2024

Independent analyst Jimmy Moyaha talks commodities, oil, Sarb's repo rate decision, and where he's finding value on the market. Anchor Capital's Casey Delport discusses SA's credit ratings and what this means for investing in the country.

24 Nov 12AM 20 min

[TOP STORY] Ready or not, here comes the two-pot system

‘The industry is almost ready; it's the regulators that haven't given us what we need to do’: Natasha Huggett-Henchie – NMG Benefits.

23 Nov 2AM 4 min

Could SA be the first mover on rate cuts?

Wayne McCurrie of FNB on inflation, rand weakness, and Jason Quinn being named Nedbank's next CEO. NMG's Natasha Huggett-Henchie discusses latest developments in the two-pot pension system. Investec's Tinus Rautenbach on its new online trading platform.

23 Nov 12AM 19 min

[TOP STORY] Mainstream's 20-year power agreements with Sasol and Air Liquide

The 97.5MW solar PV farm is one of the first private-market projects in SA, creating about 400 community jobs during construction, with wider indirect impacts for the economy.

22 Nov 3AM 6 min

African Bank still eyeing listing circa 2025

Chantal Marx of FNB on Sibanye's convertible bonds issue rattling the market and Telkom's results. African Bank CFO Anbann Chetti discusses its results, as bad debts rise. Hein Reyneke of Mainstream Renewable Power on reaching financial close on its 97.5 MW solar PV project.

22 Nov 12AM 19 min