BizNews Radio

In the second of the “three wise men” interviews ahead of the BizNews monthly portfolio update on Tuesday, Ranmore Chief Investment Officer Andrew Lapping shares his thoughts. Lapping, like his Ranmore colleague Sean Peche, is a graduate of the Dr Simon Marais ‘school of investing’, having worked at Allan Gray for almost two decades, the last quarter of which was as its Chief Investment Officer overseeing hundreds of billions in funds entrusted by South African savers. Never one for the limelight, in this rare interview Lapping shares his wisdom with BizNews editor Alec Hogg. Brilliant.

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The seventh BizNews Conference, BNC#7, is to be held in Hermanus from March 11 to 13, 2025. The 2025 BizNews Conference is designed to provide an excellent opportunity for members of the BizNews community to interact directly with the keynote speakers, old (and new) friends from previous BNC events – and to interact with members of the BizNews team. Register for BNC#7 here.

In this episode of the BizNews Briefing, host Alec Hogg is joined by Sean Summers of Pick n Pay and Marek Masojada CEO of Boxer which lists next week, worth north of R20bn. Also Rob Hersov on how the New World Order will affect SA; C5 Capital’s Andre Pienaar’s big deal with Sibanye; Nvidia and more.

In an exclusive interview with BizNews, global entrepreneur Rob Hersov shares his bold predictions about the world’s political and economic trajectory, America’s tech-driven ascendancy, South Africa’s challenges, and the transformative power of media. Unfiltered and incisive, Hersov’s vision offers much to consider in a rapidly evolving global landscape.

Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here.

The seventh BizNews Conference, BNC#7, is to be held in Hermanus from March 11 to 13, 2025. The 2025 BizNews Conference is designed to provide an excellent opportunity for members of the BizNews community to interact directly with the keynote speakers, old (and new) friends from previous BNC events – and to interact with members of the BizNews team. Register for BNC#7 here.

Andre Pienaar, CEO of C5 Capital, shares insights into small modular reactors, the potential of nuclear energy for South Africa, and space exploration. He also highlights C5’s investments in cybersecurity, including Starlink and IronNet, emphasizing the importance of innovative founders and global technological advancements in shaping the future.

R63 billion rands worth of projects have been affected by the Construction Mafia, and in this interview with BizNews, Deputy Finance Minister Ashor Sarupen states that the biggest obstacle in dealing with it has been how it was created. “And that was when former President Jacob Zuma said in Parliament that there will be a 30% set aside for local communities, because too many people thought that this means that I must personally get 30% of the value of that project. And it gave rise to all of these Construction Mafias. So we must be blunt and honest and say it was a problem created by President Zuma and towards the tail end of his term pushing this populist message out. And now we've got to fix that.” The Deputy Minister goes on to detail the strategy put together for government at this week’s National Construction Summit on Site Disruptions. He also gives an update on Operation Vulindlela. “There are new focus areas coming in Operation Vulindlela and that will be focused on local government in particular because we can't continue with our towns and cities falling apart.”

Pick 'n Pay CEO Sean Summers shares his strategy to rejuvenate Pick n Pay by fostering a supportive culture, reuniting skilled talent, and empowering its 92,000 employees. With a focus on vision, pride, and resilience, Summers and Boxer CEO Marek Masojada convey optimism for sustainable growth, success, and delivering value through Boxer amidst renewed shareholder confidence.

Over the past month, half a dozen major changes have emerged could be giving the jitters to sleeping-easy investors. BizNews editor Alec Hogg unpacks them for Re:CM’s founder Piet Viljoen - and what transpired is a master class from one of the most rational investors.

In this episode BizNews editor Alec Hogg and his guests provide context on the news that matters to your money from the mega deal between Sanlam and Ninety One through to expectations on Nvidia and growing vaccine hesitancy following Trump’s RFK appointment. Plus structuring your portfolio the Piet Viljoen way - and sleep well despite the half dozen fresh threats to your financial well-being.

After identifying six flashing lights that have emerged in the past month, BizNews editor Alec Hogg is tapping into his investing “brains trust” for guidance on how to change the well performed model portfolios. The extraordinary performance of Palantir (bought for under $10, now over $60 - in a year and a half) has increased its stake in the portfolios to heavily overweight. In this interview, Ranmore’s founder Sean Peche dispenses with the narratives and takes a (very) close look at the company’s disclosed facts.

South Africa's aviation sector faces turbulence as SAF Air's foreign ownership sparks regulatory scrutiny, potentially risking its 60% market dominance. Meanwhile, Gauteng's water crisis deepens due to delays in the Lesotho Highlands Water Project. Globally, Warren Buffett shifts billions into treasuries, signaling caution amid escalating Ukraine conflict and World War III fears. Financial markets and investor sentiments remain volatile.