Boardmans
South African based investment and holding companywww.boardmans.co.za
6
MENTIONS
6
EPISODES
4
PODCASTS
Search complete. 6 mentions across 6 episodes found for "Boardmans".
Sep 10, 2026
BNC#9 | Shapiro Q&A: SA's ideology problem, reading market signals, and how AI tripled his output
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34:22David ShapiroGUEST
You cannot accept what happened in the past, and that's the banks as well.
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34:26David ShapiroGUEST
I love what Pepkor are doing.
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34:29David ShapiroGUEST
I mean, it's magnificent how they're just disrupting the whole lending market, and the banks at the top, the Standards, the FirstRands, the Investing are suffering.
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34:39David ShapiroGUEST
They don't know what to do.
BNC#9 | Wheatley Q&A: Will the SARB take your crypto? And Eskom's missed Bitcoin windfall
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14:51David ShapiroHOST
It's all coming down below, you know.
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14:53David ShapiroHOST
And you've got, uh, Pepkor now with their bank, which I think is taking on a completely different life.
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15:02David ShapiroHOST
Um, and the banks are all going there.
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15:05David ShapiroHOST
Is this your mar- Would you get into this or is this not your market?
Meta to pay $16.7bn over social media addiction case & Blu Label focuses on growth after Cell C
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28:06Brett LevyGUEST
I think it's a very competitive market.
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28:08Brett LevyGUEST
We have very strong opposition in, uh, the likes of a Shop2Shop and a Flash and a Pepkor, uh, Losaka Group.
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28:16Brett LevyGUEST
So, you know, it's the same people that have been in the industry, but we seem to have our own markets that we deal in this big market.
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28:23Brett LevyGUEST
You do overlap with competition, and competition is good.
Cell C results: Is the value proposition compelling?
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6:20Jimmy MoyahaGUEST
... as opposed to going after them yourself.
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6:22Jimmy MoyahaGUEST
Um, the question though is, will it work? For Cell C, we know the likes of the Pepkor group have decided they're going-
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6:30Simon BrownHOST
Mm.
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6:30Jimmy MoyahaGUEST
-into this offering from their perspective, and they have the reach and the, the footprint from a store perspective to be able to do this alongside their own customer base.
Spar loses its chair and deputy chair amid turnaround challenges & SARB probes DA finance chief's firm
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7:11Finance GhostGUEST
Woolworths is, like, five times more valuable than Spar now.
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7:15Finance GhostGUEST
And Pepkor's little fintech arm, which is kind of an offshoot of Pepkor, has been valued at over twenty-one billion rand, and you've got Spar sitting at eight billion rand.
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7:24Finance GhostGUEST
So in short, it's not going to be remembered as a very happy time.
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7:29Stephen GrootesHOST
Presumably, it wasn't just because of Bosman, or it certainly wasn't just because of Zinn.
Spar loses its chair and deputy chair amid turnaround challenges
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1:46Finance GhostGUEST
That's, you know, a fair bit more.
F
1:47Finance GhostGUEST
Woolworths is, like, five times more valuable than Spar now, and Pepkor's little fintech arm, which is kind of an offshoot of Pepkor, has been valued at over 21 billion rand, and you've got Spar sitting at 8 billion rand.
F
2:00Finance GhostGUEST
So in short, it's not going to be remembered as a very happy time.
S
2:05Stephen GrootesHOST
Presumably, it wasn't just because of Bosman, or it certainly wasn't just because of Zinn.