Claim OwnershipThe Money Maze: Investing in South Africa
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Step into "The Money Maze: Investing in South Africa" podcast, where we demystify the investment market with quirky humour! Join host Jay as we empower retail investors with expert knowledge and entertaining conversations. Unravel complex jargon, discover hidden treasures, and conquer the maze of South African investments. Get ready for laughs, insights, and a fun-filled journey towards financial empowerment. Let's navigate the world of money with humour and uncover the secrets to retail investment success in South Africa!
54 Episodes
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Trellidor just guided for a 95% to 99% collapse in HEPS.From 29.6 cents to almost nothing. In this Sunday Maze Dive, we unpack the trading statement, the R32 million court case hangover, weak South African demand, lumpy UK project revenue, and what a R1.96 share price really means forvaluation and a possible buyout. We break down HEPS, P/E ratios, turnaround risk and small-cap volatility in plain language.The Money Maze helps South African retail investors stopdrowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
MAS plc’s results looked good on paper: profits up, NAV higher, debt low, but no dividend again. The share price dipped, investors on X cried “scam,” and PKI’s joint venture with MAS has everyone asking who’s really benefiting. In this Maze Dive, Jay unpacks the numbers, the takeover battle, and why shareholders feel sidelined.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Standard Bank just dropped its half-year results, and the numbers are big. Headline earnings climbed 8% to R23.8 billion, return on equity rose to 19.1%, and the share price jumped 3%. But there’s a twist: CEO Sim Tshabalala and CFO Arno Daehnke plan to retire by 2027, even as the bank raised its executive retirement age. In this Maze Dive, we unpack the profits, the succession drama, and what it all means for South African retail investors.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Thungela warns profits will drop up to 85%, with coal prices cooling, Transnet bottlenecks biting, and R285m in restructuring costs. We unpack what it means for dividends, ETFs, and retail investors who’ve been riding the coal wave. The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Hyprop’s bold bid to take over MAS Real Estate ended faster than payday cash at a braai. We break down why the R24 per share offer collapsed, what went wrong with the DJV agreements, and why governance risks can sink even the biggest deals. The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Stefanutti Stocks just sold its Mozambique and Mauritius businesses for $4 million, but with a R1.3 billion hole between current assets and liabilities, is it enough? In this Maze Dive, we unpack the deal, rising profits, a healthy R8.6 billion order book, and that looming Eskom R138 million claim. We also examine the auditors’ going concern warning and whether this is a true turnaround or just patchwork.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Naspers and Prosus just dropped their full-year results, and the numbers are wild. Earnings doubled, e-commerce finally turned a profit, and AI is doing more than just sounding cool in a boardroom. In this Maze Dive, we unpack the 18× jump in adjusted income, the Tencent factor, and what’s actually changed inside these two tech-heavyweights listed on the JSE. No fluff, no hype, just plain English breakdowns of big numbers.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
We break down the latest full-year results from The Foschini Group (TFG), one of South Africa’s biggest listed retail companies. With gross profit hitting R28.8 billion, online sales now 12 percent, and the Bash platform turning profitable two years early, this JSE-listed stock is looking strong. But with Australia underperforming and forex risks lurking, is TFG a reliable dividend stock or just another seasonal high? This Maze Dive episode unpacks the numbers, the risks, and what it all means for South African retail investors.
Telkom’s back with a dividend after four years, headline earnings up 62%, and R1.3 billion headed to shareholders. But with fibre, mobile and BCX in the mix, is this a real comeback or just a good signal?The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Spear REIT now holds R5.5 billion in Western Cape property, with solar-powered assets and solid dividends. No malls, no hype, just steady rental income across Paarl, George and Blackheath. But is that enough?The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
A company makes a profit… then cuts the dividend. Whatgives?In this episode of The Money Maze, Jay breaks down cash flow in plain English, explaining why profits don’t always mean cash, how dividends really get paid, and why “good results” can still end in rights issues. We unpack operating cash flow, free cash flow, working capital, and the red flagsRetail investors keep missing on the JSE.The Money Maze helps South African retail investors stopdrowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Vukile Property Fund announced the disposal of part of its Spanish Castellana retail park portfolio, a move that matters for REIT investors watching NAV, dividends, and balance sheet strength. In this episode, I unpack the SENS, explain why REITs sell assets, what capital recycling really means, and how this could affect future distributions. Straight talk for JSE investors, no jargon, no hype.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Executive hedging, Discovery headlines, and why the internet panicked too early.This Money Maze episode breaks down what executive hedging actually is, why markets reacted to Discovery’s hedge disclosure, and how timing plus uncertainty fuel overreactions from retail investors.I unpack:Executive hedging explained in plain languageWhy hedge length matters more than share salesHow the Discovery admin billing error was resolvedWhy social media narratives form before the factsWhat retail investors should actually pay attention toBraai-side explanations, real market behaviour, and a reminder that vibes are not an investment strategy.The Money Maze, helping South African retail investors make sense of the market. This is not financial advice. Do your own research.
After a short break (and a few power cuts in Zimbabwe), I'm is back — this time cracking open the story behind Coca-Cola’s R45 billion exit from direct bottling in South Africa. I unpack why the world’s most famous drink is handing over the factory keys, what it means for jobs, and whether this is a clever strategy or a sugar-tax dodge.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Starbucks is closing hundreds of stores and spending $1 billion to do so. Sounds mad, right? In this Maze Dive, we unpack why the global coffee giant thinks dropping a billion now will save billions later, what it means for investors, and how it compares to our own JSE heavyweights pruning deadwood. From burnt boerie to bitter espresso, this one’s a braai-side chat on bold moves, big risks, and the real cost of coffee.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Ever stared at a company’s results and felt like you were reading hieroglyphics? In this first episode of our four-part series on decoding financial reports, we break down the Income Statement. From revenue and gross profit to EBIT and net profit, I explain what it all means, with braai-side banter, tender irregularity jokes, and examples straight off the JSE.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Dividends sound like free money, but in South Africa, SARS takes its slice before you even taste the wors. In this episode, we unpack cash vs special dividends, yields, ex-dates, and why reinvesting is the secret sauce to compounding wealth. From banks to miners to ETFs, we show how dividends power long-term investing. The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
National Treasury’s draft Taxation Laws Amendment Bill could quietly hammer South Africans invested in unit trusts. Fund mergers may now trigger immediate capital gains tax, creating a “dry tax” bill even if you didn’t sell a thing. In this episode, Jay unpacks how the proposed changes to sections 42 and 44 of the Income Tax Act could hit Collective Investment Scheme investors, why it’s being called a stealth tax, and what it means for your long-term savings.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
ASP Isotopes just landed on the JSE under the code ISO, and the fireworks were immediate, from R217 at listing to over R1,100 in just a few days. In this Maze Dive, Jay unpacks what the company actually does (think Silicon-28, nuclear energy and medical isotopes), why it’s Nasdaq-listed but Pretoria-based, and whether the hype is more than just a hot start. We cover the milestones, risks, and what retail investors should watch going forward.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
Think you need thousands to start investing? Think again. In this episode of The Money Maze, we bust the myth that the stock market is only for the rich. From starting with R5 on EasyEquities to using TFSAs, lump sums, or monthly debit orders, we break down how everyday South Africans can get invested without breaking the bank. We also unpack fractional shares, fees, and the power of compounding.The Money Maze helps South African retail investors stop drowning in jargon and start navigating the market like someone who actually knows what they’re doing. This is not financial advice.
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