Moneyweb Radio MoneywebNOW

Investing in nuclear in the age of AI

Loading player...
Petri Redelinghuys from Herenya Capital Advisors revisits his nuclear investment thesis as the sector grabs headlines again — from South Africa’s renewed interest to AI-driven energy demand. Quintin Rossi, CEO of Spear Reit, unpacks results showing the company’s loan-to-value ratio has halved. Jon Cherry from CherryFlava on Woolworths’s mounting challenge as Shoprite captures customers – and market share – at scale.
21 Oct 1AM English South Africa Business News · Business

Other recent episodes

Telcos quietly having a great year

Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C’s debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user…
5 Dec 12AM 20 min

Trump’s reimagining of the Fed

Pooja Tanna from Perpetua Investment Managers on the expected rate decision from next week's FOMC decision, and Trump says he’s decided on the next Fed Chair. JD Van Wyk from Stonehage Fleming Investment Management SA on the local “Terrific 10” and opportunity on the JSE for 2026? Dr Roelof Botha…
4 Dec 12AM 21 min
All episodes