Magic Markets Ep118: The Equity Layer in Solar Investing (with Westbrooke)


In Episode 118, we brought the sunshine to Magic Markets. Saul Maserow and Dino Zuccollo of Westbrooke Alternative Asset Management joined us to talk about Westbrooke’s response to the solar financing opportunity that has been thrust into the limelight (or sunlight?) by the failure of South Africa’s national power utility. Westbrooke’s approach is a little different, focusing on the equity layer in the capital stack. Equity can be difficult to raise, particularly as most funding in the market seems to focus on debt for these opportunities. Although Westbrooke’s activities in this space are not open to the public for investment, there [...]

Magic Markets Ep118: The Equity Layer in Solar Investing (with Westbrooke)2023-03-30T10:34:39+02:00

Magic Markets Ep117: Macro Themes with Rachel Ziemba


With a background at Roubini Global Economics and extensive experience across developed, emerging and even frontier markets, Rachel Ziemba brings a wealth of macroeconomic and geopolitical experience to Magic Markets. Having worked several times in the past with our very own Mohammed Nalla, Rachel agreed to join us for a discussion on general global trends and the perception of South Africa on the international stage. We covered topics including: Thoughts on where we are in the cycle, including global optimism around China and commodities despite some dissenting voices who think we could be heading back to a 2008/2009 scenario. The additional [...]

Magic Markets Ep117: Macro Themes with Rachel Ziemba2023-03-22T23:43:38+02:00

Generac: Light At the End of the Tunnel?


Use the podcast player below to listen to our discussion on Generac and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 23 February 2023) Generac has been at it for more than half a century, providing businesses and homes with alternative power solutions like generators. Fuelled by liquid propane, natural gas or diesel fuel, generators have unfortunately become a reality for most South African businesses. The South African distributor is Bundu Power, which is being acquired by JSE-listed group Ellies. But with Generac, you can go right to the top and invest in the products themselves, giving [...]

Generac: Light At the End of the Tunnel?2023-02-22T21:45:13+02:00
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