Episodes

  • [TOP STORY] There always seems to be some commodity that's going to be running

    [TOP STORY] There always seems to be some commodity that's going to be running
    May 24 2024
    There always seems to be some commodity that's going to be running - Andy Pfaff CEO Coherant Capital Management
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    6 mins
  • Investec FSCA probe could cost £30m

    Investec FSCA probe could cost £30m
    May 24 2024
    Schalk Louw from PSG Old Oak discusses Investec's strong results and Bidcorp's positive update, which has been bolstered by bolt-on acquisitions and lower food inflation. Andy Pfaff, CEO of Coherent Capital Management, discusses their commodity AMC, explaining its mechanics and highlighting current trends. He also introduces their new AMC, which is linked to the local fuel price. Simon offers his thoughts on the misleading glamour and glitz of FX trading.
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    19 mins
  • [TOP STORY] Spear Reit annual results show office vacancies contracting

    [TOP STORY] Spear Reit annual results show office vacancies contracting
    May 23 2024
    The Liberty Life building transfer to Capitec takes place ‘later this week and effectively will push up our hedge ratio closer to 60%’ – CEO Quintin Rossi.
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    7 mins
  • Pick n Pay has a plan, but will it work?

    Pick n Pay has a plan, but will it work?
    May 23 2024
    Odwa Magwentshu from Trive South Africa discusses Southern Sun's results and maiden dividend and the market-loving Pick n Pay update. Bradley Elliott from RelyComply offers insights on the new compliance deadlines to combat money laundering. Spear Reit's Quintin Rossi unpacks the company's strong results.
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    21 mins
  • [TOP STORY] TWK Agri holds up despite headwinds

    [TOP STORY] TWK Agri holds up despite headwinds
    May 22 2024
    The big story in the interim results was the contamination of woodchip stockpiles by a neighbouring fire: MD Andre Myburgh.
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    7 mins
  • These are the 3 reasons why PGMs are on the up

    These are the 3 reasons why PGMs are on the up
    May 22 2024
    Kieran Witthuhn from Anchor on what’s driving PGM prices higher and whether it is sustainable.
    Andre Myburgh from TWK Agri discusses challenging results due to woodchip contamination caused by a fire in a nearby facility.
    Dany Mawas of Finalto South Africa discusses the use of an ODP licence by another party and how a company can comply with FSCA requirements.
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    19 mins
  • [TOP STORY] Astral Foods interims: Revenue up, but avian flu a possible winter concern

    [TOP STORY] Astral Foods interims: Revenue up, but avian flu a possible winter concern
    May 21 2024
    After a tough year CEO Chris Schutte looks forward to possible vaccination permits, less load shedding, an improved maize harvest and higher margins in time.
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    8 mins
  • Consumer stock results show increasing pressure

    Consumer stock results show increasing pressure
    May 21 2024
    Independent analyst Carmen Mpelwane discusses tough Balwin and Famous Brands results, which saw revenue up but profits down as costs hurt.
    Chris Schutte, CEO of Astral Foods, discusses the company's latest results. Profit is roaring back as avian influenza is largely gone.
    Bianca Botes, Citadel Global, offers insights on what drives moves in the rand.
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    21 mins