BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
Dirk Van Vlaanderen of Kagiso Asset Management shares his thoughts on Brait
Dirk Van Vlaanderen of Kagiso Asset Management shares his thoughts on Brait. Their house view is that Brait's intrinsic value is around R7 a share. Learn more about your ad choices. Visit megaphone.fm/adchoices
Piet Viljoen on MTN as telco giant fires on all cylinders
Counterpoint Value Fund manager Piet Viljoen makes his second appearance for the week on BizNews, days after going head to head with Magnus Heystek in a R500,000 investment challenge. Putting his money where his mouth is, Piet has allocated the full initial investment into the Counterpoint Value Fund. A few…
Hassle-free solar solutions – Director of SolarSaver Stuart Batchelor
South Africans may have become accustomed to the persistent load shedding but it is understandably causing much frustration among citizens, businesses and industry. As a result, attention has shifted towards alternative power sources. BizNews spoke to the director of SolarSaver, a group that was founded on the concept of providing…
How a watertech company cleaned up one of SA’s most polluted dam – Jurgens van Loggenberg, Blue Green Technologies
An Israeli watertech company, Blue Green Technologies, cleaned up the Setumo Dam in the North West Province on the Molopo River of the contaminated toxic algae blooms making its water unsafe to drink. It was basically a dead aquatic zone. The South African Director of Blue Green Technologies, Jurgens van…
BPH 4 Nov: Market insights with Viljoen; BlueGreen aids NW dam; Unravelling BAT’s investigation; BN partner with NOVA FM
In tonight’s episode of the BizNews Power Hour, we kick off a new weekly feature with BizNews's Alec Hogg discussing the top news of the week with Gary Stroebel of Namibia's NOVA FM. Also tonight, Piet Viljoen looks at news from his biggest holding - MTN - and provides insights…
Flash Briefing: 2021 Local Elections to usher in coalitions; coalition politics; Eskom corruption still rife - de Ruyter
News headlines: *With 97% of the ballots counted, the Democratic Alliance and ActionSA, together with support of natural allies, appear to have won sufficient votes to take control of Johannesburg and Tshwane, SA’s commercial heartland and its capital city. *With attention now on political parties forming coalitions, the ANC has…
Net1 bets big on SA informal economy - CEO Chris Meyer on its R3.7bn acquisition of the Connect Group
Nasdaq and JSE-listed financial technology business Net1 Technologies announced a “transformational” deal, acquiring the Connect Group for a whopping R3.7bn. Given that Net1’s market capitalisation stands at around R6bn, the deal is significant and will broaden Net1’s exposure into the South African informal sector. The legacy-stricken business has recently had…
The horse-trading for coalition commences – Political analyst Dr Ralph Mathekga on the likely coalitions
In several European countries, the idea of an outright winner in elections is strange, especially in Italy and Germany. In South Africa, where single parties have loomed large, we are about to enter an era of horse-trading with smaller parties able to punch above their weight. As the results of…
BPH 3 Nov: Corion report; Net1 acquires The Connect Group; The crash of the rhinos; SolarSaver
In tonight’s episode of the BizNews Power Hour, Stuart Batchelor, director of SolarSaver on it’s unique solar solution; David Bacher unpacks the Corion Report for October; Linda van Tilburg spoke to author of The Crash of the Rhinos Ray Dearlove on the Australian Rhino Project; Chief executive of Net1 Chris…
Flash Briefing: Load shedding = SEVERE job shedding in SA; 2021 Local Elections update; Eskom needs R500bn to go green
News headlines: *Economist Mike Schussler says that South Africa’s load shedding problems have cost the country “well over a million jobs”. *Eskom says that it will need between R460bn and R537bn over the next 15 years to transition away from generating electricity from coal. *With over two thirds of the…
Christmas comes early as global markets soar higher in October - Corion Capital's David Bacher in review
Corion Capital publishes a monthly informative summary of asset class and fund performance data, which is a must read for any level of investor. As is customary for the beginning of the new month, Corion’s chief investment officer David Bacher delves deeper into the drivers of outperformance and risks facing…
R500,000 investment challenge: Magnus Heystek vs Piet Viljoen
A BizNews community member has called for an end to the local vs offshore investment debate. The member, who wishes to stay anonymous, has given Piet Viljoen and Magnus Heystek each half a million rand to invest on their behalf. The challenge is simple; which money manager can grow the…
BPH 2 Nov: Viljoen vs Heystek challenge; Ralph Mathekga on coalition politics; solar for residential properties
In tonight’s episode of the BizNews Power Hour, Piet Viljoen and Magnus Heystek join Alec Hogg on a community member challenge to put local vs offshore investments to the test; political analyst Ralph Mathekga on what seems to be the onset of kingmakers and coalition politics in the ongoing local…
Flash Briefing: Fuel prices hit record-high; 2021 Local Elections update; SA pension funds banned from crypto investment
News headlines: *South African motorists will be hit with record-high fuel prices from Wednesday, with petrol prices increasing R1.21 and diesel prices shooting up R1.48. *South African pension funds will be banned – in no uncertain terms – from investing in bitcoin or its sibling cryptocurrencies, under new draft rules…
Sifting out the fly-by-nights in solar solutions for homes – PowerPulse
In the sixth episode of the Standard Bank PowerPulse podcast series, BizNews founder Alec Hogg is joined by Kevin Ssemwogerere, Corporate Venturing Lead in Wholesale Clients Digital for the Standard Bank PowerPulse platform, Nafisa Fareed, the Chief Executive of Power4Less and Nick Roche, Chief Product Officer at Rubicon Cape Town,…
Stephen Van Coller on EOH as turnaround nears completion
The man in charge of Embroiled ICT business EOH, Stephen Van Coller outlines that the group is ready to bear fruit after a three-year turnaround story. Learn more about your ad choices. Visit megaphone.fm/adchoices
Bernard Mostert on Steinhoff as court grants embroiled retailer leave to appeal
Former Tekkie Town CEO Bernard Mostert unpacks the Western Cape High Court’s decision to grant Steinhoff leave to appeal to the Supreme Court of Appeal in the liquidation bid it is facing. Mostert and business partner Braam van Huyssteen are fighting for the restoration of their business Tekkie Town after…
From the USA to Poland, global small cap opportunities
Dede Eyesan of Jenga Investment Partners - a London-based global investor - shares a number of small cap investment ideas. Learn more about your ad choices. Visit megaphone.fm/adchoices
Piet Viljoen says ‘no’ to Black Label but ‘yes’ to AB InBev
Counterpoint Value Fund manager Piet Viljoen shares his investment insight on a busy week of corporate activity for JSE-listed companies. The mining sector has been especially vibrant, with Sibanye-Stillwater, Impala Platinum and African Rainbow Minerals all announcing sizable deals. Private and listed property investment in South Africa is discussed, with…
BPH 28 Oct: Piet Viljoen on markets; Steinhoff's liquidation; Tim Modise on election; EOH CEO
In tonight’s episode of the BizNews Power Hour, Piet Viljoen breaks down the latest in the markets, plus the recent addition of Aveng in the BizNews Portfolio; Tim Modise weights in on local elections to be held next week results after interviewing two of the top three candidates for Joburg…