Rational Radio: Tongaat, Sasol, Adrian Gore's shares and SARS Investigative unit
BizNews — In this week's episode of Rational Radio, in order of appearance host Alec Hogg speaks with: David Shapiro, who unpacks similarities between Tongaat and Steinhoff, assesses SAA and explains Discovery founder and CEO Adrian Gore's R1.4bn share option transaction. Chris Logan of Opportune who has been on the Tongaat management case for the past five years so is well placed to explain how the tragedy occurred. Tracey Davies of shareholder activist NGO JustShare who reports back on the Sasol and FirstRand AGMs. Johann van Loggerenberg, the crimefighter who paid heavily for his efforts, tells us why Finance Minister Tito Mboweni is on the money when calling for "intrusive" investigative units at SA Revenue Services. Duncan Artus, director of Allan Gray, applies his mind to Sasol, Naspers, Impala Platinum and the man who interviewed him for his job, the late Allan Gray himself. Azar Jammine, chief economist at Econometrix, explains why the IMF sent a surveillance team to SA last month and why their findings are hugely relevant - and a timeous warning that economics must trump politics this time.