MoneywebNOW

[TOP STORY] Afrimat to acquire R650m manganese mining right

‘I think we supply something like 70 or 80% of the world demand and this is one of the last really large remaining resources in the Kalahari field that was available’: CEO Andries van Heerden.

25 May 2021 3AM 6 min

25 May - Health stocks still are not cheap, despite the pandemic

Anchor's Martin Smith unpacks Telkom and Netcare results. Andries van Heerden from Afrimat discusses the building materials company's new manganese mining right. Keith McLachlan of Intergral Asset Management on control structures and those high voting shares.

25 May 2021 1AM 21 min

[TOP STORY] Is it time to buy cryptos?

‘If you are going to buy some, make sure that you treat it like it's a normal share, make sure that you buy the stuff of a real exchange’: Petri Redelinghuys – founder, Herenya Capital.

24 May 2021 4AM 5 min

24 May - Dis-Chem starts with vaccine rollout

Petri Redelinghuys of Herenya Capital: Is it time to buy Bitcoin and Ethereum? Dis-Chem CFO, Rui Morais, talks financials and acquisitions. Investec CFO, Nishlan Samujh, unpacks results as the second half showed a strong recovery in earnings.

24 May 2021 1AM 19 min

[TOP STORY] Insuring shares for when things go wrong

‘What we cover specifically is allegations of management fraud and dishonesty, which is quite broadly defined’: InvestSure MD Share Curran.

21 May 2021 4AM 7 min

21 May - Is the Fed risking being behind the curve?

Viv Govender of Rand Swiss on the US jobs recovery. Shane Curran of Investsure unpacks the ins and outs of insuring your shares. Carel de Wit, Indluplace CEO talks the company's financials.

20 May 2021 11PM 22 min

[TOP STORY] A tough couple of months for the tech space

‘In the short term, when markets are a little bit schizophrenic, as they are now, the share price does not necessarily equal the company’: Craig Antonie – CIO, AnBro Capital.

20 May 2021 4AM 7 min

20 May - Where to invest in the food value chain?

Mia Kruger from Kruger International talks opportunities in the food value chain. Anbro CIO Craig Antonie looks at when to sell a unicorn. Shaw Mabuto from Spear Capital on bringing constituency and measurability to ESG.

20 May 2021 1AM 22 min

[TOP STORY] Are your crypto assets part of your will?

We need to clarify and record the ‘dark’ digital parts of our lives for inheritance and estate-duty purposes: Alex Simeonides from Capital Legacy.

19 May 2021 3AM 6 min

19 May - Global supply chain bottlenecks in place until year end

FNB Wealth and Investment's Chantal Marx takes a look at the possible Heineken/Distell deal. Alex Simeonides of Capital Legacy on how Sars treats cryptocurrencies in your estate. Santova CEO Glen Gerber talks the company's results as surging shipping rates boost revenue.

19 May 2021 1AM 20 min

[TOP STORY] Redefine H1 office renewal rate down 24.5%

The accelerated vaccination rollout in Poland bodes well for a strong recovery in that retail environment: CEO Andrew König.

18 May 2021 3AM 7 min

18 May - Calgro offering housing at below R4k a month

Umthombo Wealth's Alex Duys takes a look at the markets as company results pour in. Calgro M3 has 4 654 apartment units under construction; Simon unpacks the company's financials. Redefine CEO Andrew Konig on results as LTV drops another 3.6%

18 May 2021 1AM 21 min

[TOP STORY] Green tech as an investment opportunity

Quanta Services ‘is one of the names that we really have a lot of conviction in’: Brian Arcese from Foord Asset Management in Singapore.

17 May 2021 3AM 5 min

17 May - Commodities bull run feeding inflation

Sanlam Private Wealth's Nick Kunze unpacks the latest market movements. Johann Erasmus from 1nvest on how to include commodities in your portfolio. Foord Asset Management's Brian Acese on clean tech investment opportunities.

17 May 2021 1AM 20 min

[TOP STORY] Balancing simplicity versus complexity

‘The more variables going into a valuation, the more chance there is that that the outcome is actually rubbish’: Keith McLachlan, Integral Asset Management.

14 May 2021 3AM 7 min

14 May - Watch commodity prices to gauge inflation

FNB's Wayne McCurrie: 'Forget inflation – watch commodities'. Maurice Madiba, Cloud Atlas CEO, talks their new African bond ETF. Keith McLachlan of Integral Asset Management on the key variables to watch when buying a stock.

14 May 2021 1AM 19 min

13 May - Tobacco companies looking for a new future

Kruger International's Mia Kruger unpacks the latest Naspers/Prosus share shuffle and the Lewis update. Rishaad Hajee from Philip Morris on the end of cigarette sales. Small caps analyst, Anthony Clark takes a look at the Ascendis debt deal.

13 May 2021 1AM 21 min

[TOP STORY] Advances in payment types for things in store

Since lockdown 59% of people prefer to engage in contactless money transactions.

12 May 2021 4AM 6 min

12 May - Chinese ageing population is inflation risk

Viv Govender of Rand Swiss talks US inflation being expected above Fed target. Aldo Laubscher, SA Country Manager at Visa, takes a look at the future of banking. Nazir Ahmed Osman from the South African Sugar Converters Association on the premium of local sugar prices to global prices.

12 May 2021 1AM 20 min

[TOP STORY] Annual results out from Raubex; strong H2

With the high Covid risk profile in Africa, and enough available work in South Africa, the company will currently focus primarily on the local market – CEO Rudolph Fourie.

11 May 2021 3AM 6 min