This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

David Shapiro and Chris Logan leave no stone unturned in the Tongaat tale

Loading player...

Veteran analyst David Shapiro and Opportune Investments founder Chris Logan form a dynamic duo as the two unpack an array of investment matters. From Steinhoff to Tongaat, two of the local bourses most unloved stories, Shapiro and Logan delve into the price action and what the future holds for both. The only similarities between the two is mammoth value destruction. Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Jul 2021 11AM English South Africa Investing · Business News

Other recent episodes

Alec Hogg assesses BNC#8: Clem Sunter's penny has finally dropped

Download and read the BNC#8 post-conference PDF here: https://bit.ly/4eB6uCi In a candid address to the Hermanus Rotary Club, BizNews editor Alec Hogg reflects on the key takeaways from BizNews Conference 8, unpacking South Africa’s economic stagnation, governance failures, and the growing realisation that “Pretoria will not provide.” Drawing on insights…

24 Apr 8AM 25 min

“Exactly the wrong policy”: DA's Burke says taxpayers will pay more under ANC procurement rules

DA finance spokesperson Mark Burke slams the ANC’s procurement reforms as costly, restrictive and ripe for corruption. He warns taxpayers will pay more for fewer services as competition shrinks and politically connected elites benefit. With legal challenges looming and public frustration rising, the battle over state spending could shape South…

24 Apr 4AM 26 min

BN Daybreak - Fri 24 Apr 2026: Oil rises; SARB Governor on SA inflation; Intel/Tesla gains; Sasol; Teledyne

In today's BizNews Daybreak: Global energy markets are on edge as Iranian minelaying in the Strait of Hormuz and a fragile Israel-Lebanon ceasefire extension drive crude oil prices above $105. While the South African Reserve Bank warns of fuel and food inflation, Sasol’s stock has tripled by securing domestic supply…

24 Apr 12AM 22 min

Boardroom Talk: Tesla’s big AI leap, Sasol’s oil surge and Teledyne’s quiet dominance

In this Boardroom Talk, BizNews editor Alec Hogg unpacks Tesla’s shift into AI and robotics, Sasol’s resilience amid oil shocks, and Teledyne’s disciplined growth — highlighting how each plays a role in a rational, diversified portfolio.

23 Apr 7AM 32 min

BN Daybreak - Thu 23 Apr 2026: SA public service reforms; Hormuz tensions flare; Tesla; Capitec; Chubb; Remgro

In today's BizNews Daybreak, we examine South Africa’s legislative shift toward a merit-based public service to combat state capture and political patronage. Globally, we cover Tesla’s massive $25 billion AI investment and the escalating naval conflict between the US and Iran in the Strait of Hormuz. Finally, we analyse Capitec’s…

23 Apr 12AM 17 min

All episodes