https://www.spreaker.com/show/biznews-testenNewsCopyright Russell Warnehttps://d3wo5wojvuv7l.cloudfront.net/images.spreaker.com/cloudinary/s--emIDbZBb--/w_1000,h_800,c_fit,l_text:Lato_168_bold:Biznews%20test/images.spreaker.com/default/show-1400x1400-20190801.jpghttps://www.spreaker.com/show/biznews-testMon, 09 Dec 2019 07:31:09 +0000Russell WarneRussell Warnefeeds@spreaker.comYepcleanepisodicRussell Warnefeeds@spreaker.comYepNohttps://www.spreaker.com/user/10950796/rational-radio-tongaat-sasol-adrian-goreDavid Shapiro, who unpacks similarities between Tongaat and Steinhoff, assesses SAA and explains Discovery founder and CEO Adrian Gore's R1.4bn share option transaction.
Chris Logan of Opportune who has been on the Tongaat management case for the past five years so is well placed to explain how the tragedy occurred.
Tracey Davies of shareholder activist NGO JustShare who reports back on the Sasol and FirstRand AGMs.
Johann van Loggerenberg, the crimefighter who paid heavily for his efforts, tells us why Finance Minister Tito Mboweni is on the money when calling for "intrusive" investigative units at SA Revenue Services.
Duncan Artus, director of Allan Gray, applies his mind to Sasol, Naspers, Impala Platinum and the man who interviewed him for his job, the late Allan Gray himself.
Azar Jammine, chief economist at Econometrix, explains why the IMF sent a surveillance team to SA last month and why their findings are hugely relevant - and a timeous warning that economics must trump politics this time.]]>f0f1d3b4-c64c-4592-8f67-ab1700c2c7eeMon, 02 Dec 2019 12:03:12 +0000Russell WarneIn this week's episode of Rational Radio, in order of appearance host Alec Hogg speaks with: David Shapiro, who unpacks similarities between Tongaat and Steinhoff, assesses SAA and explains Discovery founder and CEO Adrian Gore's R1.4bn share option...David Shapiro, who unpacks similarities between Tongaat and Steinhoff, assesses SAA and explains Discovery founder and CEO Adrian Gore's R1.4bn share option transaction.
Chris Logan of Opportune who has been on the Tongaat management case for the past five years so is well placed to explain how the tragedy occurred.
Tracey Davies of shareholder activist NGO JustShare who reports back on the Sasol and FirstRand AGMs.
Johann van Loggerenberg, the crimefighter who paid heavily for his efforts, tells us why Finance Minister Tito Mboweni is on the money when calling for "intrusive" investigative units at SA Revenue Services.
Duncan Artus, director of Allan Gray, applies his mind to Sasol, Naspers, Impala Platinum and the man who interviewed him for his job, the late Allan Gray himself.
Azar Jammine, chief economist at Econometrix, explains why the IMF sent a surveillance team to SA last month and why their findings are hugely relevant - and a timeous warning that economics must trump politics this time.]]>4209cleanfullRussell WarneIn this week's episode of Rational Radio, in order of appearance host Alec Hogg speaks with: David Shapiro, who unpacks similarities between Tongaat and Steinhoff, assesses SAA and explains Discovery founder and CEO Adrian Gore's R1.4bn share option transaction. Chris Logan of Opportune who has been on the Tongaat management case for the past five years so is well placed to explain how the tragedy occurred. Tracey Davies of shareholder activist NGO JustShare who reports back on the Sasol and FirstRand AGMs. Johann van Loggerenberg, the crimefighter who paid heavily for his efforts, tells us why Finance Minister Tito Mboweni is on the money when calling for "intrusive" investigative units at SA Revenue Services. Duncan Artus, director of Allan Gray, applies his mind to Sasol, Naspers, Impala Platinum and the man who interviewed him for his job, the late Allan Gray himself. Azar Jammine, chief economist at Econometrix, explains why the IMF sent a surveillance team to SA last month and why their findings are hugely relevant - and a timeous warning that economics must trump politics this time.Nohttps://www.spreaker.com/user/10950796/the-editors-desk-tongaat-and-companies-r731c3585-2c3a-4e65-ba74-ab1500a255dcSat, 30 Nov 2019 09:59:35 +0000Russell WarneAs the details of the alleged accounting fraud at Tongaat Hulett emerge, former Tongaat executives are being targeted for criminal and civil charges. It’s refreshing to see managers being held accountable for their actions – all too often they seem to...871cleanfullRussell WarneAs the details of the alleged accounting fraud at Tongaat Hulett emerge, former Tongaat executives are being targeted for criminal and civil charges. It’s refreshing to see managers being held accountable for their actions – all too often they seem to walk away unscathed, leaving pain and loss in their wakes. But it’s also a reminder of what RECM’s Piet Viljoen reminds us of: the danger of companies run by managers, for managers. In this episode, Alec Hogg and Felicity Duncan discuss the Tongaat scandal and its fallout and take a look at why so many companies seem to operate with so little accountability. They also take aim at South Africa’s institutional fund managers, who seem to be asleep at the wheel.Nohttps://www.spreaker.com/user/10950796/the-editors-desk-the-firstrand-unbundlin92f2e3f4-2c7c-4eab-9133-ab10014f39c2Mon, 25 Nov 2019 20:24:36 +0000Russell WarneIt was a week of contrasts. First, there was good news for shareholders as Remgro and RMH announced plans to unbundle a 40% stake in FirstRand. Then, more bad news for taxpayers as S&P revised its outlook for South Africa to negative, suggesting an...1217cleanfullRussell WarneIt was a week of contrasts. First, there was good news for shareholders as Remgro and RMH announced plans to unbundle a 40% stake in FirstRand. Then, more bad news for taxpayers as S&P revised its outlook for South Africa to negative, suggesting an additional downgrade is in the pipes. In this episode, Alec Hogg and Felicity Duncan discuss the reasoning behind the unbundling and the implications of SA’s worsening debt position. Nohttps://www.spreaker.com/user/10950796/this-weeks-rational-radio-sasol-shapiro-SA's favourite market watcher David Shapiro on ESG investing, Sasol and Naspers/Prosus;
Econometrix chief economist Azar Jammine warns that the S&P rating report on SA has major implications for long-term interest rates;
SABC chairman Bongumusa Makhathini attacks the Sunday Times's weekend report by defending his board's call to engage with the State Security Agency;
Forensics for Justice founder Paul O'Sullivan explains why he's gunning for Absa accused of aiding and abetting money launderers;
Tracey Davies, director of shareholder activist Justshare previews the questions she will be posing to Sasol and FirstRand at this week's AGMs; and
RECM founder Piet Viljoen talks about former boss Allan Gray's passing, former employer Investec Asset Management's renaming, the FirstRand unbundling, and the disaster called Tiger Brands.]]>4984e45a-8ae8-4ee7-b05a-ab1000d90405Mon, 25 Nov 2019 13:22:21 +0000Russell WarneIn this week's episode of Rational Radio, guests in order of appearance were: SA's favourite market watcher David Shapiro on ESG investing, Sasol and Naspers/Prosus; Econometrix chief economist Azar Jammine warns that the S&P rating report on SA has...SA's favourite market watcher David Shapiro on ESG investing, Sasol and Naspers/Prosus;
Econometrix chief economist Azar Jammine warns that the S&P rating report on SA has major implications for long-term interest rates;
SABC chairman Bongumusa Makhathini attacks the Sunday Times's weekend report by defending his board's call to engage with the State Security Agency;
Forensics for Justice founder Paul O'Sullivan explains why he's gunning for Absa accused of aiding and abetting money launderers;
Tracey Davies, director of shareholder activist Justshare previews the questions she will be posing to Sasol and FirstRand at this week's AGMs; and
RECM founder Piet Viljoen talks about former boss Allan Gray's passing, former employer Investec Asset Management's renaming, the FirstRand unbundling, and the disaster called Tiger Brands.]]>3809cleanfullRussell WarneIn this week's episode of Rational Radio, guests in order of appearance were: SA's favourite market watcher David Shapiro on ESG investing, Sasol and Naspers/Prosus; Econometrix chief economist Azar Jammine warns that the S&P rating report on SA has major implications for long-term interest rates; SABC chairman Bongumusa Makhathini attacks the Sunday Times's weekend report by defending his board's call to engage with the State Security Agency; Forensics for Justice founder Paul O'Sullivan explains why he's gunning for Absa accused of aiding and abetting money launderers; Tracey Davies, director of shareholder activist Justshare previews the questions she will be posing to Sasol and FirstRand at this week's AGMs; and RECM founder Piet Viljoen talks about former boss Allan Gray's passing, former employer Investec Asset Management's renaming, the FirstRand unbundling, and the disaster called Tiger Brands.Nohttps://www.spreaker.com/user/10950796/the-editors-desk-orbvest-and-saa-and-the276b1b81-346c-4b90-aa42-ab0700a5d912Sat, 16 Nov 2019 10:11:08 +0000Russell WarneAfter hosting a webinar with Orbvest, Alec Hogg had a number of questions from the community. In this episode, he explains why Biznews does these webinars and what the relationship with Orbvest is all about. He and Felicity Duncan also discuss the...1119cleanfullRussell WarneAfter hosting a webinar with Orbvest, Alec Hogg had a number of questions from the community. In this episode, he explains why Biznews does these webinars and what the relationship with Orbvest is all about. He and Felicity Duncan also discuss the strike action at SAA and the reasons why the company finds itself in the place it is in. Workers are bearing the brunt of the punishment for years of mismanagement and corruption and they’re speaking out about it. They also talk about Felicity's spat with the IRR’s Frans Cronje and where the DA is headed.Nohttps://www.spreaker.com/user/10950796/da-leader-mmusi-maimane-could-face-leade01623d22-9e00-4dbf-bb5b-aa4a00985b7bSat, 11 May 2019 09:54:00 +0000Russell WarnePRETORIA — Although the Democratic Alliance has managed to hang on to the Western Cape, their support has dipped since the 2014 elections. This raises the question whether the leadership of Mmusi Maimane could be challenged. Political analyst Theo...761cleanfullRussell WarnePRETORIA — Although the Democratic Alliance has managed to hang on to the Western Cape, their support has dipped since the 2014 elections. This raises the question whether the leadership of Mmusi Maimane could be challenged. Political analyst Theo Venter from the North West University spoke to Biznews about the DA leadership, has a look at a smaller Cabinet Ramaphosa may be looking at after the election and whether he would be able to rid the Cabinet of  members of the ANC NEC implicated in state capture. He also comments on whether the investor climate for South Africa has improved- Linda van TilburgNohttps://www.spreaker.com/user/10950796/ramaphosa-has-a-sufficient-mandate-to-taf2d59ec8-7782-4afe-8642-aa4900e33ed2Fri, 10 May 2019 14:06:00 +0000Russell WarnePRETORIA — President Cyril Ramaphosa may not have received the 60% support of national votes in the 2019 elections that he wanted, but he has a big enough mandate for decisive leadership. A political analyst from the Stellenbosch University, Dr...564cleanfullRussell WarnePRETORIA — President Cyril Ramaphosa may not have received the 60% support of national votes in the 2019 elections that he wanted, but he has a big enough mandate for decisive leadership. A political analyst from the Stellenbosch University, Dr Collette Schulz-Herszenberg told Biznews that the election result is the most appropriate result right now. -Linda van TilburgNohttps://www.spreaker.com/user/10950796/da-support-drops-but-leader-mmusi-maiman8970bc35-c203-4269-a7a0-aa4900d5214fFri, 10 May 2019 13:08:18 +0000Russell WarnePRETORIA — The Democratic Alliance was hoping to increase its support from the 22% they managed in 2014, but all indications are that they are not going to be able to replicate their previous national performance. The party's leader Mmusi Maimane said...441cleanfullRussell WarnePRETORIA — The Democratic Alliance was hoping to increase its support from the 22% they managed in 2014, but all indications are that they are not going to be able to replicate their previous national performance. The party's leader Mmusi Maimane said at the IEC centre that he is proud that his party managed to retain the centre ground. There are rumours that his leadership may be challenged due to the lack in growth in support for the party. - Linda van TilburgNohttps://www.spreaker.com/user/10950796/patricia-de-lille-is-good-enough-for-par84b71e86-74a5-440a-add9-aa4900c912a9Fri, 10 May 2019 12:24:06 +0000Russell WarnePRETORIA — She may have only one seat, but the leader of the GOOD party, Patricia de Lille, who broke away from the Democratic Alliance after a controversial stint as the mayor of Cape Town, is likely to be a vocal voice in Parliament. Her party also...143cleanfullRussell WarnePRETORIA — She may have only one seat, but the leader of the GOOD party, Patricia de Lille, who broke away from the Democratic Alliance after a controversial stint as the mayor of Cape Town, is likely to be a vocal voice in Parliament. Her party also has at least two seats in the provincial legislature of the Western Cape  We could not pin down De Lille, but her spokesperson Nthabiseng Lephoko promised that they will make good on their promises to hold the DA to account in the province and the ANC in Parliament - Linda van TilburgNohttps://www.spreaker.com/user/10950796/business-friendly-acdp-doubled-their-mps31abd802-84da-420e-b61e-aa4900c73e5eFri, 10 May 2019 12:12:09 +0000Russell WarnePRETORIA — Many of the smaller parties in the election did not manage to gain a single seat. One of the parties that have been more successful is the ACDP which have doubled their number of MPs. The party's leader, Kenneth Meshoe says they will oppose...346cleanfullRussell WarnePRETORIA — Many of the smaller parties in the election did not manage to gain a single seat. One of the parties that have been more successful is the ACDP which have doubled their number of MPs. The party's leader, Kenneth Meshoe says they will oppose land distribution without compensation, and want to create an environment which attracts investors to the country. - Linda van TilburgNo