Simon’s weekly wrap

This week MoneywebNOW looked at the global trend of company delistings, the latest World Gold Council’s report on the metal and more.

I spoke with Schalk Louw from PSG Old Oak about Canal+’s proposed buyout of MultiChoice for R105 a share. There are a lot of regulatory issues here (and maybe a counteroffer from Comcast, who’s working with Showmax), but he’s ultimately not convinced the deal will go through.

You can also listen to this podcast on iono.fm here.

Download the free LiSTN audio app on Google PlayApple or here.

South Africa and the world have seen a spate of delistings over the last decade, and I spoke with Sean Neethling, head of investments at Morningstar SA, about this. The issue, aside from less choice, also becomes the ability of active managers to beat their benchmark in a shrinking market.

You can also listen to this podcast on iono.fm here.

Download the free LiSTN audio app on Google PlayApple or here.

Gold had another good year in 2023 price-wise and I spoke with World Gold Council senior analyst Krishan Gopaul about their 2023 report into the metal. Production was just short of the record 2018 production, but central bank buying and wide-ranging risks and uncertainties should underpin the price for 2024, even as production is expected to increase further.

You can also listen to this podcast on iono.fm here.

Download the free LiSTN audio app on Google PlayApple or here.

Cash remains important but the rise of various digital payment methods is eroding its status as king, and I spoke with Yoco’s Yusuf Shaikh about the trend. Technology, security and ease of use are some of the big drivers, even as we see some pushback as witnessed by the recent cashless announcement from Woolies Café.

You can also listen to this podcast on iono.fm here.

Download the free LiSTN audio app on Google PlayApple or here.

Harry Byrne

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