BizNews BizNews Radio

Sean Peche - Praising Mteto; comparing Discovery and Remgro; and stocks after rate cut

Loading player...
Ranmore founder Sean Peche specialises in finding cheap shares, often among the neglected small and medium-sized listed companies. He pays little attention to the ‘big news’ like the surprise 50 basis point rate cut from the US Fed, preferring to focus on areas where he can see opportunities to buy low and sell high. Freshly returned to his UK base from BNIC#1, Peche identifies the star of that show (Mteto Nyati) and uses the advantage of fresh eyes to compare annual results just released by Discovery and Remgro. He spoke to BizNews editor Alec Hogg.
19 Sep 2024 10AM English South Africa Investing · Business News

Other recent episodes

Joburg audit setback exposes R9.5bn bad debt burden

Johannesburg’s financial crisis is deepening, with the Auditor-General revealing R9.5 billion in losses driven largely by electricity theft, water leaks and weak governance. An infrastructure backlog now estimated at R200 billion threatens service delivery in South Africa’s economic powerhouse. Analysts warn that years of poor oversight, mounting debt and a…
5 Jun 5AM 7 min

Ebola outbreak in DRC grabs global attention - perfect storm of war, fear, and disease

John McDermott explores the unfolding Ebola outbreak in eastern Democratic Republic of Congo, unpacking how transmission occurs, why the crisis is spreading, and what makes this strain particularly dangerous. He examines strained health systems, limited aid funding, and the challenge of vaccine development. The discussion situates the outbreak within broader…
4 Jun 7AM 26 min

Athol Trollip: Government’s FMD response is a “national disaster”

Athol Trollip delivers a blistering critique of South Africa’s handling of the foot-and-mouth disease crisis, arguing that government bureaucracy and a state-controlled vaccination strategy are failing farmers and allowing the outbreak to spread. Drawing on decades of farming experience, the ActionSA parliamentary leader says commercial farmers should be empowered to…
4 Jun 4AM 32 min
All episodes