Piet Viljoen: Re-rating of SA’s stocks, bonds and other assets has only just begun.
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- Опубліковано 26 лип 2024
- Veteran money manager Piet Viljoen of Merchant West has been bullish on SA assets for some months, primarily because he believes they had been too heavily discounted by a sceptical global investment community. Despite this relative optimism, he warned ahead of May 29 that were the post-election ANC to partner with the EFF “all bets are off”. In this discussion with BizNews editor Alec Hogg, the investment guru says despite a strong rally in the past few days, SA assets (the Rand, bonds, stocks) are still far too cheap - offering exceptional value right now, ahead of the coming wave of global interest.
Video production by Gift Chiumia and Rex George
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Do you mind if I ask you to recommend the coach you employed? It seems you've figured it all out
My CFA, 'Leah Foster Alderman', is a well known figure in her field. I recommend looking into her qualifications further. She has extensive knowledge and is a treasure trove for anyone seeking to manage the financial markets
Regards. her handler was simple to locate and appears to be extremely capable and adaptable. We scheduled a phone conversation
Alec, I think many would like to hear what Frans Cronje and Rob Hersov's current views are
He did an interview with both two weeks ago
Not yet. The Cabinet matters! The ANC cannot be trusted! Ever.
DA can not be trusted like ANC.
@@nondyebolutweyi5989 anc and da audits - audits talk
I doubt it will collapse - the will is there otherwise we wouldn't at least be where we are - this is something we as citizens will vehemently defend and are wiser stronger and more likely to read the risks and know where the dangers are than we were in the past - we at least have the experience now
...you mean the masses of the citizens who are pro ANC, EFF and MK ? :)
I love this dreaming of better days
Awesome. Investment focussed conference! That will be great!
Zuma is not done yet
Racism is not the paint,nor is it the brush,it is and allways will be the person who makes use of them in a very wrong and unacceptable way.
Thank God!!!❤❤❤
You mean devalue not derate
There's unfortunately not much money to be made from one of the best renewables, biogas, therefore you almost never hear of it in the mainstream.
A very big chicken abatoir recently installed a biogas project, that takes all the waste from the abatoir to make their own biogas, along with a big generator, so they could weather the intense loadshedding. It kept them afloat at the time of loadshedding, and going forward it will save them a lot of money (both electricity costs and dangerous waste disposal costs). Maybe there's no money to be made, but money to be saved.
@lodeleaf6401 Yes, they did it. Not some big international company. That's my point. Very little maintenance, aftermarket parts, etc
I also can find thousands of examples of people that did it for themselves. You missed my point and I didn't infer that it's not happening anywhere. Even the Saudis' universities have hundreds of research papers.
But as soon as the research gets to a point and sees the very small return per capita, it goes nowhere. And again, never mentioned in mainstream media as a proper all weather all season alternative that's always accessible. You see? Not much rare earth metals in it, and not even that much copper.
You can find MANY DIY videos right here on UA-cam, but how many commercial companies actually producing? Let alone as some sort of green initiative to be incorporated into building plans.
Yeah no
@@psylentrage Sorry, maybe I should have been clearer. I'm not talking about any old abatoir down the road. It's the largest chicken producer in the country. So it's not a DIY project, they had an entire engineering team and it took months. It was a pilot project at one of their (huge) abatoirs, and they are looking at design improvements to roll out at their other (huge) abatoirs.
But yes, I get your point, which is why I made mine: perhaps it's not a profitable venture to be a dedicated producer of biogas, but instead it might be profitable for specific companies to use similar methods to turn their waste into fuel. It certainly was profitable for the engineers who worked on the project in question, and maybe they can offer more streamlined solutions to the next company that wants to implement that.
Perhaps the profit lies not in the end product (as with traditional fuels), but in the design/installation expertise, and in the cost savings when it is done on-site using waste.
@lodeleaf6401 I think we are talking past each other. You are right about the engineers. And this is where they, usual corporatists don't get it. Or maybe they do and it's not a worry as many of them are producing solar and wind turbines. And hey, we are always discovering more oil and gas deposits, so still plenty of money to be made.
Point is, WHO makes the money in biogas won't be the normal status quo and they are not threatened one or way or another by it.
@@psylentrage yep, agreed :-)
Biznews actually just released an interview with the same chicken producer I mentioned and they briefly discussed the biogas project, if you are interested. Not a mainstream adoption, but a start at raising awareness.
Zuma: “wait, hold my beer”.
B rating, junk status of South African bonds doesn't mean anything to people who do not have a slice of those bonds (money or investments). A majority of Africans SA citizens have nothing to lose when that happens, all thanks to neo liberal policies of the DANC.
Hear hear GNU!
You are going to lose more money.... The only way the criminal ANC would agree to a deal with the DA, was if the DA agreed not to prosecute the criminals in the ANC.... The DA criminals could not wait to get their snouts in then trough of corruption... It turns out that the DA was never opposed to corruption, they were simply opposed to the fact that they could not share in the proceeds of looting...
“Less polluting source of carbon”. Carbon isn’t the problem, literally a few videos on this channel around the climate hoax. And when they want to “minimize carbon”…remember YOU are a carbon life form they want to minimize in the process too!
The PA is a colourful and controversial character. I just love how these racists will do and say anything to glorify their racist DA who git the same votes they got in 2019. Now fact is if voters wanted a DA government they would have voted DA.
Speak about the overtly racist DA MP Renaldo Gouws.
If the DA fails to expel him from parliament, the entire GNU is at risk.
This actually shows that South Africans of European stock have learned nothing since the fall of Apartheid 🤔
He has been suspended
So as you see it only a ginger cat can catch mice,wake up thick head, we live in a free country, we have freedom of expression and speach, so what when some are offended,they dont live in glass huts,..
its 1 person we could say the same of zuma and malema- yes he must go no question but cant paint the whole government or party because of 1 individual cog - unless that person is the head of the party of course
Gouws needs to go I think we can agree on that but if it’s racism you are taking about then what is your take on the hate speech that’s been spewed by ANC Ministers over the past few years. It cannot be a one sided arrangement and statements like “standing on the throat of whiteness” is racist hate speech but where were you on that. Idiots like Mantashe, Cele, Patel and others have been shoving their racist opinions down our throats and we are not supposed to respond. Malema has almost called for white genocide but nothing happened to him and the left just lets that slide.
He will be gone.