BizNews Radio

In this episode Mark Tobin, founder of Coffee Microcaps, shares two Australian stock ideas which he thinks may become 10-baggers.

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Here's the extraordinary story of a 54 year old from East London who, decades back, gave up teaching to become a full-time adventurer. This conversation with BizNews founder Alec Hogg is very special. Not least because alongside insights into what makes this unique man tick, comes the best advice to achieve a well-lived life: follow your passion.

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Ace forensic investigator Paul O'Sullivan takes a hard look at the first volume of the report by the Zondo Commission, offering a "so far, so good" verdict. But he draws on personal experience to share how the National Prosecuting Authority should approach miscreants like Dudu Myeni - and put them behind bars without stumbling through years of courtroom treacle. Classic O'Sullivan - courageous, forthright and opening eyes to the murky underworld.

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In this episode of the BizNews Power Hour, whistle-blower Athol Williams, who fled South Africa after going public about Bain & Co's strategic destruction of SARS in collaboration with former President Zuma and former SARS Commissioner Tom Moyane, on what has to happen now; fund manager Piet Viljoen shares his thesis on energy stocks from which he’s been profiting handsomely; more problems looming for Russia as nations pledge to impose sanctions on the Kremlin if it invades Ukraine.

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News headlines:

*National Treasury is setting its sights on the e-cigarette and vaping market, with a discussion paper on the intended taxation of electronic nicotine and non-nicotine delivery systems.

*Corruption-accused Jacob Zuma is hammering every legal nail he has to keep his corruption trial at bay.

*Amnesty International says that politicians need to stop blaming their employment crises on foreign nationals, adding that it is scapegoating their own failures and shifting the blame and responsibility onto an incredibly vulnerable group of people.

Counterpoint value fund manager Piet Viljoen shared his thesis on energy stocks, from which he’s been profiting handsomely in recent months. Environmental, social and governance (ESG) considerations have become increasingly prominent, especially environmental concerns, as investors look ahead to the green economy. However, according to Viljoen, these concerns have been overdone, which has led to underinvestment in the energy and commodity sectors. While demand has remained robust – most notably in the energy sector – supply has been constrained owing to underinvestment over the last few years. This has led to surging prices, with Brent crude nearly reaching $90 a barrel earlier this week; many Wall Street investment banks are looking for a triple-digit number of Brent crude this year. In local business news, food retailers Woolworths and Shoprite are looked at from an investment proposition perspective. 

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In this no-holds-barred interview with Bain & Co whistle-blower, Athol WIlliams, he explains how the global consultancy firm assisted a local cast of characters, including Jacob Zuma and Tom Moyane, in eviscerating SARS. Williams fled South Africa in November 2021 fearing for his life after blowing the whistle on his former employer, Bain & Co, in 2019.

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This in-depth interview with PANDA founder and chairman Nick Hudson provides a comprehensive update on the Covid-19 story moving from Boris Johnson's actions supporting the view that Omicron signals the pandemic’s end through to Robert Kennedy's highly critical bestseller on "The Real" Anthony Fauci. He also discusses the astonishing DARPA correspondence now in the public domain by Project Veritas which could well be the smoking gun on how the virus originated. Powerful stuff. Not recommended for closed minds - or those content to swallow the official narrative.

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PMB's organised business CEO Melanie Veness explains why her chamber, in partnership with its NMB counterpart, has drawn a very distinct line in the sand on electricity prices. The chambers are tackling the National Energy Regulator in court in an attempt to force it to rein in profilate municipalities. By getting the courts to forcing the regulator to apply the law in determining electricity oprice increases, muncipalities will no longer be able to milk ratepayers with excessive price increases to cover corruption and inefficiencies.

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It may still be early in the year, but the temperature is already rising in the build-up towards the ANC’s elective conference that is taking place in December 2022. It appears that Tourism Minister, Lindiwe Sisulu has thrown her hat in the ring with her public attack on the judiciary and theconstitution. The Eurasia Group’s African Director, Shri Pillay told Linda van Tilburg that President Cyril Ramaphosa’s position as president of the ruling party is relatively safe. But Pillay says the run-up to the conference could be marred by violence and he predicts challenges by younger ANC members for positions in the party. He also discusses Ramaphosa’s reacton to the Zondo commission and whether this elective conference could be a swansong for the ruling party.

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