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03
DEC
6am

David Williams revisits PRASA: Chaos deepens as CEO fired on flimsy grounds

BizNews founder Alec Hogg caught up with journalist, researcher and author David Williams, discussing the state of State-owned enterprise PRASA after CEO Zolani Matthews was fired over very 'questionable' dual citizenship grounds."There are a couple of issues here. [He comes] in and, from what one hears, he's trying to put things in place. Now, he's been dismissed apparently for having not declared a dual citizenship, on security grounds. You have to ask, what is so top secret about passenger rail?"
03
DEC
5am

Corion Capital's David Bacher - How sustainable is the US bull market?

The current coronavirus has disrupted the markets and created an environment where, in theory, active managers should thrive. However, rapid changes in the economic outlook and high volatility in the markets show that the performance of active managers gets much, much worse. Corion Capital CIO David Bacher unpacks the drivers of outperformance, indexed strategies and S&P sustainability. He notes that behind the uncertainty of the new Covid-19 variant, there’s been a lot of volatility in asset classes, best represented by the Volatility Index, which has shot up during November. 
02
DEC
11am

BizNews share shootout – Piet Viljoen sides with Sasol and Rebosis 

Counterpoint’s Piet Viljoen unpacks what the disastrous unemployment data means for South African-focused investments, with nearly half of the labour force without a job. Viljoen says the ruling party needs to implement urgent reforms in order for the South African economy to thrive. He also gives his two best stock picks for 2022: Sasol and Rebosis. Sasol has had an incredible year supported by strong oil prices and Viljoen explains that the lack of investment in this space will keep pricing robust for the foreseeable future. He also chose the real estate company Rebosis, a highly leveraged property business that seems to slowly be getting back on its feet. 
02
DEC
9am

BPH: Piet Viljoen offers a couple more twigs; David Williams revisits PRASA after CEO fired; David Bacher; Alec and Gary

In this episode of the BizNews Power Hour, ace money manager Piet Viljoen offers a couple of undervalued stocks worth adding to your bundle of stock twigs for 2022; David Williams revisits PRASA after the chaos deepened today with the firing of the recently appointed CEO Kgosie Matthews on extremely flimsy grounds; David Bacher looks back at the performance of investment markets in the month of November; and Gary Stroebel of BizNews's Namibian partner NOVO Fm talks to Alec Hogg about the stories making headlines in the past week.
02
DEC
7am

Flash Briefing: PRASA CEO axed; Western Cape enters Covid-19 resurgence, Plett Rage to go ahead; e-tolls

*Yesterday, BizNews reported the Ballito Rage festival had been cancelled owing to a total of 36 positive Covid-19 cases. Organisers of the Plett Rage have said the festival will continue, despite the risk associated with this decision. According to officials for the event, the festival has passed the point of no return, with 900 people expected to attend. Organisers have said only vaccinated party-goers will be permitted to enter.

*The Passenger Rail Agency of South Africa (PRASA) has terminated the employment of group CEO Zolani Matthews. The former chief executive was placed on suspension in November, with an investigation carried out in relation to his employment contract. Part of this was to distinguish whether Matthews had deliberately failed to disclose information of his dual citizenship. PRASA learnt of his UK citizenship after the State Security Department rejected Matthew’s top secret security clearance. The state-owned entity will begin with a recruitment process for a replacement CEO.

*Head of the Western Cape Health Department, Dr Keith Cloete, has said the province has officially entered a Covid-19 resurgence, following increased infections. Cloete remarked that the week-on-week percentage change in the seven-day moving average of new cases has been more than 20% for more than a week.

*Petrol prices reached a record high this week, with some South Africans paying R20 a litre to fuel their vehicles. Despite the ongoing financial challenges facing ordinary citizens, Minister Gwede Mantashe has said that if e-tolls are abandoned, fuel prices will, most likely, increase even further to cover the costs. 
02
DEC
6am

Magnus Heystek buys bitcoin and compliments BizNews share portfolio’s offshore focus 

The hard-hitting Magnus Heystek compares the BizNews share portfolio’s performance to some of South Africa’s largest asset managers that have greatly underperformed offshore-focused funds over the past decade. Alec Hogg’s BizNews portfolio is focused on exponential companies that can grow at more than 20% per annum; the portfolio includes the likes of Apple, Amazon, Microsoft and Netflix. The point Magnus is trying to convey is that many South African savers lack diversification and offshore exposure in their portfolios, which have made them poorer as a result. The South African economy has been beaten to its knees. The unemployment data released earlier this week shows that … with no signs of a recovery. Magnus also announces his first bitcoin purchase, the investment strategist having a change of heart following an investment conference he attended. 
01
DEC
10am

Peter Major on Impala’s second attempt at Royal Bafokeng Platinum

Mining guru Peter Major looks at the performance of the commodity sector during 2021, where prices seesawed over the course of the year. Despite the first six months seeing record prices across the board, commodity prices have fallen off a cliff in the second half. The last few weeks have been flooded with mergers and acquisitions activity, which historically has indicated the top of the commodity cycle and has concerned analysts. Impala Platinum has made a second attempt to takeover mid-tier precious metals producer Royal Bafokeng Platinum (RBPlats), with competitor Northam having recently acquired a third of the business for R17bn. Impala’s part-cash, part-share deal of R150 per share values RBPlats at R43bn. Glencore has been under pressure from activist shareholders to disinvest from its thermal coal operations, however, Major believes these cheap, attractive assets will continue to deliver good shareholder returns.
01
DEC
9am

BPH: The case FOR (Gore) and AGAINST (Sakeliga) mandatory vaccination; Heystek invests in Bitcoin; Major's 2022 stocks

Powerful arguments both for and against mandatory vaccinations featured in this episode of the BizNews Power Hour. In one corner is Discovery CEO Adrian Gore who argues that with SA now into the Fourth Wave of the pandemic, saving lives should be the national priority and as vaccines do this, jabs are a priority. On the other side are Sakeliga's Piet le Roux and Russell Lamberti who argue that forcing vaccines is disproportionate and unsuitable - and would put SA onto a slippery slope towards centralised control and authoritarianism. Also in this episode of BPH, Magnus Heystek references the BizNews Share portfolio's outperformance to prove his long stressed point promoting offshore investment - and Peter Major is so worried about commodity shares that he cannot find one to recommend for 2022.
01
DEC
9am

Flash Briefing: Covid-19 cases cancel Ballito Rage; vaccine passport on the cards for SA; petrol price blunder

*After just a day, the Ballito Rage Festival has been cancelled. The annual event came to an abrupt end when party-goers and staff members tested positive for Covid-19. Despite strict protocol, including mandatory vaccination for staff and attendees, 32 guests and four staff members tested positive for the virus. The Department of Health was on-site and conducted contact tracing to ensure the isolation of those who tested positive. “We take the safety of all our customers, staff and suppliers extremely seriously. It is for this reason that the event organisers have taken the decision to cancel the remainder of Ballito Rage,” said organisers in a statement.

*The start of 2022 could see the South African Government introduce a Covid-19 vaccine passport system. President Ramaphosa has said although the government will consider a vaccine mandate, it would not compel citizens to receive the inoculation against their will. A passport system would restrict access to areas and public services.

*The Department of Mineral Resources and Energy has admitted to a mistake in the recently announced adjustments to the petrol price. Minister Gwede Mantashe said unleaded 93 and 95 petrol would increase by 81 cents on Wednesday. The price was supposed to go up by only 75 cents. In a statement, the department apologised for any inconvenience caused, noting it was the first time in the basic fuel price determination’s history that it made this mistake.

*South Africa’s Aspen Pharmacare is hoping to produce its brand of Covid-19 vaccine. According to a statement released by the Durban-based company, Aspen is hoping to enter into a licensing agreement with Johnson and Johnson, with the intention of manufacturing the vaccine under the Aspenovax brand name. Aspen plans on selling it to a number of African states.
01
DEC
7am

Sakeliga's Le Roux, Lamberti present the case AGAINST mandatory Covid-19 vaccines - "a slippery slope"

A forthright discussion on mandatory vaccines with the Sakeliga duo of CEO Piet le Roux and chief economist Russell Lamberti explaining why forcing jabs is wrong. Their argument is premised on the basis that a mandate is disproportionate to the risk and unjustified on the grounds that very few people get mortally ill from Covid-19 - and that SA already has extremely high natural immunity to the virus. They also argue that the ANC government's track record suggests the project will become a honey pot for the corrupt, while also putting the country onto a slippery slope towards greater state control and authoritarianism.
01
DEC
7am

Adrian Gore: The case FOR mandatory vaccinations - SA doesn't have the luxury of time

Discovery's co-founder and CEO Adrian Gore explains why his group - which relies heavily on incentivising its clients to behave in a certain manner - is at the opposiute end of the spectrum on vaccine mandates. For Gore, it's all about time - with SA now into a Fourth Wave of the pandemic and the efficacy of vaccines proven beyond doubt, the biggest challenge now is to save lives. In this discussion with BizNews.com's Alec Hogg he quantifies how a surge in vaccinations could save more than 30 000 lives.

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