Rational Radio 17 Feb: Shapiro on Ninety One; Novick on SAA; Corrigan on EWC and more
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In this week's episode of Rational Radio:
* David Shapiro on Ninety One, the asset management spinoff from Investec; SA's property sector, Cannabis stocks, and the Ecsponent disaster;
* Gidon Novick, the former Comair CEO, provides a perspective on the chaos and uncertainty around SAA - and whether it can (and should) be rescued;
* Magnus Heystek assesses JSE-listed Ecsponent which last week reneged on paying preference share dividends - is there any hope for shareholders?
* Dave van Niekerk, whose former business MyBucks is 42% owned by the troubled Ecsponent explains his relationship with the defaulting company;
* Michael Faber of Bright Light Solar with perspective on SA's opening up for electricity suppliers, and whether it affects 21%pa promised by his company; and
* Terence Corrigan of the IRR unpacks the latest EWC shock - why residential properties are at risk but even if expropriated, mortgages must still be paid.
* David Shapiro on Ninety One, the asset management spinoff from Investec; SA's property sector, Cannabis stocks, and the Ecsponent disaster;
* Gidon Novick, the former Comair CEO, provides a perspective on the chaos and uncertainty around SAA - and whether it can (and should) be rescued;
* Magnus Heystek assesses JSE-listed Ecsponent which last week reneged on paying preference share dividends - is there any hope for shareholders?
* Dave van Niekerk, whose former business MyBucks is 42% owned by the troubled Ecsponent explains his relationship with the defaulting company;
* Michael Faber of Bright Light Solar with perspective on SA's opening up for electricity suppliers, and whether it affects 21%pa promised by his company; and
* Terence Corrigan of the IRR unpacks the latest EWC shock - why residential properties are at risk but even if expropriated, mortgages must still be paid.
