Cell C needs to prove its business model

Loading player...
Independent analyst Jimmy Moyaha on Cell C – with the IPO a success and Allan Gray taking a meaningful stake, is there value emerging? Ian Anderson from Merchant West Investments on why 2025 could outshine 2024 for Reits – and whether the momentum can hold into 2026. Rudi Dicks, head of Operation Vulindlela, on the gains made so far and the key bottlenecks still holding reform back, just over five years into implementation.
15 Jan 12AM English South Africa Business News · Business

Other recent episodes

Oil falls but uncertainty remains

Independent analyst Jimmy Moyaha unpacks AVI’s solid results, with the group managing to hold margins despite a tough operating environment. Mpact CEO Bruce Strong joins us on a mixed set of results – and why, with major capital projects now largely complete, the business should start seeing the payoff. Plus,…
10 Mar 1AM 21 min

Oil spike: Bad news for almost everything

Nick Kunze from Sanlam Private Wealth breaks down the latest US jobs data, the move in oil, and Grindrod's latest results. Keith McLachlan of Element Investment Managers unpacks how food inflation hits retailers versus producers. Morningstar’s Ryan Murphy joins us to discuss how investors can recognise – and manage –…
9 Mar 1AM 21 min

PGM supply deficit not over

Implats delivered a strong set of numbers – so why did the market still look unimpressed? Matete Thulare from Investec unpacks the results and explains why the bank expects all PGMs to move into supply deficits in 2026. Then Alex Tsepaev from B2PRIME Group joins us on gold: the “safe…
6 Mar 12AM 18 min