Moneyweb Radio MoneywebNOW

Omnia diversification means cyclicality is reduced

Loading player...
Independent analyst Carmen Mpelwane on Alexforbes results which saw Heps +12% despite tough operating conditions.
Omnia CEO Seelan Gobalsamy on yearend results: Revenue fell as commodity prices came down, but Heps remained flat, and cash generation remained very strong.
Zaf Mahomed, Oceana CFO, on results that saw Daybrook boom and the Lucky Star holding steady after a record previous period.
11 Jun 2024 12AM English South Africa Business News · Business

Other recent episodes

Gold Fields cost increases a concern

Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned? Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations…
8 May 1AM 19 min

Disney and Ferrari results: Any more value?

Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he’s seeing value? Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.
7 May 1AM 19 min
All episodes