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Let's hope that C. Wiese is not going to be forced to sell his personal share holdings in Brait, PSG, Tradehold, KAP etc. as intimated is possible in the interview.
Mentioned at ± 6:10

H - seems a fair spread - one share may disappoint and that may be Checkers as one doesn't know what the fallout from Steinhoff may be. If Wiese has a fire sale on Steinhoff he may have to lighten his holdings in Checkers to prop up Steinhoff. He could also find a moneylender who may advance him cash based on his holdings in Checkers. All I am saying is that these guys are trying to juggle balls but they are all shaped like rugby balls so as they drop they could bounce anywhere. But hey that's all part of the learning and knowledge journey

I saw your comment on Moneyweb, do you think that despite the options having been exercised, the conditions precedent may halt the investment in SHP?

The implementation of the investment in Shoprite is subject to a number of conditions
precedent as set out in the Pre-listing Statement, which include, inter alia, merger filings with
various African Competition Authorities. To this end, the filings are being completed and will
be submitted to the relevant authorities in the foreseeable future.

Shareholders will be informed once all the conditions precedent for the implementation of the
transaction have been met.

When analysing the JSE one should pay especially close attention to Naspers. The share makes up 25% of the JSE Top 40 Index and 21% of the All Share Index. Any movement in the Naspers share price has a significant effect on the JSE.
Since the start of the year the JSE All Share Index has gained by 18%. However, if Naspers is excluded the gain would have been just 9%. Part of the reason is the sheer size of Naspers with a market capitalisation of just under R1.7 trillion.
The Naspers share price has rocketed by over 90% since the start of the year. Price gains have been 24% over the past three months, boosted by strong financial results from Naspers and from Tencent, which alone makes up over 100% of Naspers’ market capitalisation.
Analysts have upgraded Tencent’s earnings forecasts yet again based on significant revenue growth across all divisions. Analysts have also upgraded their valuations of Naspers’ remaining e-commerce assets. The capital expenditure in these e-commerce assets of the past few years is starting to bear fruit. An increasing number of these businesses have begun to monetise their business models.
The outlook for Tencent remains positive. It has grown to such a point that its sheer size and dominance have become a reinforcing competitive advantage. Scottish Mortgage, the largest investment trust listed on the London Stock Exchange with a market capitalisation of over £6 billion, has Tencent as its third largest holding, comprising 6.8% of the portfolio. The managers of Scottish Mortgage highlight that the digital arena is dominated by just six companies, including Alibaba, Baidu and Tencent in China and Alphabet, Amazon and Facebook in the US. The investment managers of Scottish Mortgage: “Continue to believe that the competitive positions of these digital network businesses will be further cemented by the power of their massive data sets and new advances in computing.”
Although the share price has surged 90% since the start of the year, Naspers has never been so cheap in terms of its discount to net asset value (NAV). Its listed holdings add up to over R5,400 per share, which means the share price is trading at a massive 32% discount to NAV.
Despite the glowing outlook for Naspers and the compelling value offered by the shares prudential investment guidelines advise against allocating the JSE’s full 25% weighting in lower risk portfolios.
While a lower than market weighting to Naspers raises the risk of underperforming the JSE All Share Index, the priority in lower risk portfolios is to avoid losses which result from excessive portfolio concentration. Like all shares, even Naspers has risks attached

So reports Overberg Asset Management

Gotta improve today. Tencent up ±3½ % and R. is weaker allround.

I'm not really too worried about NPN, although I'm a bit disgusted at the accusations - NPN is tencent and interestingly enough, has actually dropped less than tencent in the past week, so it does not look like investors are too concerned about the skelmstreke, BUT, with the SNH catastrophe, people might start worrying - I see AVV dropped quite a bit today, and they also seem like a boere mafia bunch

I am also not worried about NPN at all. CW's reputation is shot to pieces. Wherever he has his fingers in the pie there is bad stuff happening SNH, BAT, even Stellar Capital ..
It is an unmitigated disaster and has wiped some 220T off my portfolio balance - thankfully I am well diversified.

 SNH there are fears that investigations may also extend to Wiese.

..from the fire into the frying pan. CW is a wealth destroyer.