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Boardmans

Boardmans

South African based investment and holding companywww.boardmans.co.za

Search complete. 6 mentions across 6 episodes found for "Boardmans".

Sep 10, 2026

David ShapiroGUEST
34:22
You cannot accept what happened in the past, and that's the banks as well.
David ShapiroGUEST
34:26
I love what Pepkor are doing.
David ShapiroGUEST
34:29
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.
David ShapiroGUEST
34:39
They don't know what to do.
David ShapiroHOST
14:51
It's all coming down below, you know.
David ShapiroHOST
14:53
And you've got, uh, Pepkor now with their bank, which I think is taking on a completely different life.
David ShapiroHOST
15:02
Um, and the banks are all going there.
David ShapiroHOST
15:05
Is this your mar- Would you get into this or is this not your market?
Brett LevyGUEST
28:06
I think it's a very competitive market.
Brett LevyGUEST
28:08
We have very strong opposition in, uh, the likes of a Shop2Shop and a Flash and a Pepkor, uh, Losaka Group.
Brett LevyGUEST
28:16
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.
Brett LevyGUEST
28:23
You do overlap with competition, and competition is good.
Jimmy MoyahaGUEST
6:20
... as opposed to going after them yourself.
Jimmy MoyahaGUEST
6:22
Um, the question though is, will it work? For Cell C, we know the likes of the Pepkor group have decided they're going-
Simon BrownHOST
6:30
Mm.
Jimmy MoyahaGUEST
6:30
-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.
Finance GhostGUEST
7:11
Woolworths is, like, five times more valuable than Spar now.
Finance GhostGUEST
7:15
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.
Finance GhostGUEST
7:24
So in short, it's not going to be remembered as a very happy time.
Stephen GrootesHOST
7:29
Presumably, it wasn't just because of Bosman, or it certainly wasn't just because of Zinn.
Finance GhostGUEST
1:46
That's, you know, a fair bit more.
Finance GhostGUEST
1:47
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.
Finance GhostGUEST
2:00
So in short, it's not going to be remembered as a very happy time.
Stephen GrootesHOST
2:05
Presumably, it wasn't just because of Bosman, or it certainly wasn't just because of Zinn.

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