Case Law[2024] ZASCA 82South Africa
AfriForum v Economic Freedom Fighters and Others (1105/2022) [2024] ZASCA 82; [2024] 3 All SA 319 (SCA); 2024 (10) BCLR 1275 (SCA); 2024 (6) SA 1 (SCA) (28 May 2024)
Supreme Court of Appeal of South Africa
28 May 2024
Headnotes
Summary: Equality – Promotion of Equality and Prevention of Unfair Discrimination Act 4 of 2000 – s 10(1) – prohibition of hate speech – res judicata –issue estoppel – recusal – on grounds of bias or apprehension of bias – test for recusal – application of test requiring both that apprehension of bias be that of reasonable person and that it be based on reasonable grounds – test to be applied to the true facts on which application is based – test not satisfied – issue estoppel – not in the interests of justice and equity to apply – hate speech – importance of context in determining whether hate speech established – in full context singing of the song by respondents not prohibited hate speech.
Judgment
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## AfriForum v Economic Freedom Fighters and Others (1105/2022) [2024] ZASCA 82; [2024] 3 All SA 319 (SCA); 2024 (10) BCLR 1275 (SCA); 2024 (6) SA 1 (SCA) (28 May 2024)
AfriForum v Economic Freedom Fighters and Others (1105/2022) [2024] ZASCA 82; [2024] 3 All SA 319 (SCA); 2024 (10) BCLR 1275 (SCA); 2024 (6) SA 1 (SCA) (28 May 2024)
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FLYNOTES:
CONSTITUTION – Equality –
Hate
speech
–
Dubula
ibhunu, kill the boer – Word “bhunu” part of
verse in song – Context in determining whether
hate speech
established – In full context singing of song by respondents
not prohibited hate speech – Reasonably
well-informed person
would appreciate that Mr Malema was not actually calling for
farmers, or white South Africans of Afrikaans
descent, to be shot
– They would understand that he was using an historic
struggle song as provocative means of advancing
his party’s
political agenda –
Promotion of Equality and Prevention of
Unfair Discrimination Act 4 of 2000
,
s 10(1).
THE SUPREME COURT OF
APPEAL OF SOUTH AFRICA
JUDGMENT
Reportable
Case No: 1105/2022
In the matter between:
AFRIFORUM
APPELLANT
and
ECONOMIC
FREEDOM FIGHTERS
FIRST
RESPONDENT
JULIUS
SELLO MALEMA
SECOND RESPONDENT
MBUYISENI
NDLOZI
THIRD RESPONDENT
RULE
OF LAW PROJECT
(FREE
MARKET FOUNDATION)
AMICUS
CURIAE
Neutral
citation:
AfriForum v Economic Freedom Fighters &
Others
(1105/2022)
[2023] ZASCA
82
(
28
May 2024
)
Coram:
SALDULKER, MATOJANE and MOLEFE JJA and
NHLANGULELA and KEIGHTLEY AJJA
Heard:
4 September 2023, 15 February 2024
Delivered:
This judgment was handed down electronically by
circulation to the parties’ legal representatives via e-mail,
publication
on the Supreme Court of Appeal website and released to
SAFLII. The date and time for hand-down are deemed to be delivered on
28 May 2024.
Summary:
Equality –
Promotion of
Equality and Prevention of Unfair Discrimination Act 4 of 2000
–
s 10(1)
– prohibition of hate speech –
res
judicata
–issue estoppel –
recusal – on grounds of bias or apprehension of bias –
test for recusal – application
of test requiring both that
apprehension of bias be that of reasonable person and that it be
based on reasonable grounds –
test to be applied to the true
facts on which application is based – test not satisfied –
issue estoppel – not
in the interests of justice and equity to
apply – hate speech – importance of context in
determining whether hate speech
established – in full context
singing of the song by respondents not prohibited hate speech.
ORDER
On
appeal from:
Gauteng
Division of the Equality Court, Johannesburg (Molahlehi J, sitting as
court of first instance):
1.
The application for the recusal of Keightley AJA from the
adjudication of or further participation in the determination of this
appeal is dismissed with costs, such costs to include those of two
counsel where so employed.
2.
The appeal is dismissed with costs, such costs to include those of
two counsel where so employed.
JUDGMENT
THE COURT: Saldulker,
Matojane and Molefe JJA and Nhlangulela and Keightley AJJA:
Introduction
‘
We,
the people of South Africa,
Recognise
the injustices of our past;
Honour
those who suffered for justice and freedom in our land;
Respect
those who have worked to build and develop our country; and
Believe
that South Africa belongs to all who live in it, united in our
diversity.
We
therefore, through our freely elected representatives, adopt this
Constitution as the supreme law of the Republic so as to-
Heal
divisions of the past and establish a society based on democratic
values, social justice and fundamental human rights;
Lay
the foundations for a democratic and open society in which government
is based on the will of the people and every citizen is
equally
protected by law;
Improve
the quality of life of all citizens and free the potential of each
person; and
Build
a united and democratic South Africa able to take its rightful place
as a sovereign state in the family of nations.
May
God protect our people.
Nkosi
Sikelel’ iAfrika, Morena boloka setjhaba sa heso.
God
sëen Suid-Afrika. God bless South Africa.
Mudzimu
fhatutshedza Afurika. Hosi katekisa Afrika.’
[1]
These are the words of the Preamble to the Constitution.
Despite the decades that have elapsed since its adoption, it is
sometimes necessary to remind ourselves of the commitments we made
in
this nation’s founding document. In many respects this appeal
lays bare the obstacles that may impede the attainment of
these
constitutional objectives. The two main litigants occupy positions on
opposite ends of South Africa’s spectrum of diversity.
[2]
The appellant is AfriForum. It is a civil rights organisation
operating within South Africa with an emphasis on the protection of
minority rights. AfriForum claims a membership of 265 000 individual
members. It conducts several campaigns. One of these is a campaign
against farm murders, another is a campaign against hate speech.
[3]
These two campaign objectives were drawn together in
December 2020
when AfriForum lodged a complaint in the
Gauteng
Division of the Equality Court, Johannesburg
(the equality
court) in terms of s 20 of the Promotion of Equality and Prevention
of Unfair Discrimination Act 4 of 2000 (the Equality
Act). AfriForum
averred that the respondents, being the Economic Freedom Fighters
(the EFF), the EFF’s President, Mr Julius
Sello Malema (Mr
Malema), and Dr Mbuyiseni Ndlozi (Dr Ndlozi), who is an EFF Member of
Parliament, had committed hate speech in
terms of section 10(1) of
the Equality Act.
[4]
The hate speech complaint centred, in the main, on the
song which is
commonly known as ‘Dubula ibhunu’
.
AfriForum’s complaint was directed at the words ‘awudubula
ibhunu, dubula amabhunu baya raypah’, the literal
English
translation, relied on by AfriForum, is ‘Kill the Boer –
the farmer’.
[5]
AfriForum pointed to six occasions on which Mr Malema
had chanted the
song, albeit that on some occasions Mr Malema had substituted the
word ‘kiss’ for ‘kill’.
In addition, it
pointed to a single occasion when Dr Ndlozi chanted a similar song
including the words: ‘Shisa lamabhunu,
EFF ingen’endaweni’
(Shisa lamabhunu). The literal English translation of that chant is:
‘Burn these Boers, EFF
enters in the space, or place’.
The alleged utterances occurred between 2016 and 2020.
[6]
Mr Malema describes his political party, the EFF, as
a leftist
organisation that subscribes to the struggle for economic
emancipation. One of its cardinal pillars, which Mr Malema
states is
non-negotiable, is the expropriation of land without compensation.
The foundation for this objective, according to Mr
Malema, is that
the colonial settlers took land from indigenous African people by
force. For the EFF, the land issue is central
to the economic
struggle it pursues.
[7]
The equality court heard
the evidence of several witnesses over a period of ten court days. It
dismissed AfriForum’s complaint
[1]
but granted leave to appeal to this Court. The Rule of Law Project
(Free Market Foundation) (the
amicus
curiae
)
was admitted as
amicus
curiae
with
leave of this Court.
[8]
Before dealing with the merits of the appeal, we need to
address an
application instituted by AfriForum for the recusal of Acting Justice
of the Supreme Court of Appeal Keightley, which
arose under the
following circumstances.
The appeal against the
equality court’s judgment and order was heard on 4 September
2023. The bench consisted of Justices
Saldulker, Matojane and Molefe
JJA, and Acting Justices of Appeal Nhlangulela and Keightley AJJA.
Judgment in the appeal was reserved
on 4 September 2023.
[9]
Four days later, on 8 September 2023, Hurter
Spies, attorneys for AfriForum, addressed a letter to the Registrar
of this Court.
They stated that subsequent to the hearing of the
appeal on 4 September 2023 their attention had been drawn to a
transcription
of remarks made by Acting Justice of Appeal Keightley
(Justice Keightley) concerning AfriForum in a previous hearing in the
high
court in which it was a party. The transcription was attached to
the letter. According to Hurter Spies, the comments by Justice
Keightley demonstrated bias against their client AfriForum.
Alternatively, they showed that Justice Keightley had expressed
herself
in terms directed at AfriForum such as to establish a
reasonable apprehension of bias against it. Their instruction from
AfriForum
was to request that Justice Keightley recuse herself from
any further involvement in the adjudication of the appeal.
[10]
On 20 September 2023, AfriForum launched a formal
application in this Court for the recusal of Justice Keightley from
the adjudication
of or further participation in the determination of
the appeal, together with ancillary relief. The latter included a
request that
the President of this Court direct the hearing of oral
argument in relation to the recusal application, the filing of
further affidavits,
and the composition of the Court regarding any
consequential rehearing of the appeal. The EFF opposed the recusal
application.
The President issued directives on the filing of further
affidavits and heads of argument, and the recusal application was set
down for hearing on 15 February 2024. After the hearing, this Court
reserved judgment.
[11]
This judgment deals with both the recusal
application and the appeal against the decision of the equality
court. We turn first to
deal with the recusal application.
The application for
the recusal of Justice Keightley
[12]
In its
application for the recusal of Justice Keightley, AfriForum claimed
that it had learned two days after the judgment was reserved
in the
hearing of the appeal that Justice Keightley had made certain prior
comments on 15 June 2018 about AfriForum (the impugned
remarks). They
were made to counsel for AfriForum during the hearing of the leave to
appeal her ruling in the high court in the
matter of
AfriForum
v Chairman of the Council of the University of South Africa and
Others
[2]
(the
Unisa matter)
.
The
Unisa matter concerned the use of Afrikaans as a language of
instruction in higher education.
[13]
The CEO of AfriForum, Mr Carl Martin Kriel (Mr
Kriel)
set out the factual circumstances
relating to the launching of the recusal application in his
affidavit. He explained that it was
instituted as soon as AfriForum
became aware of the circumstances and that AfriForum had raised it at
the earliest stage that this
could be done, which was on or around 7
September 2023.
[14]
A
fellow
director of
Hurter Spies, Mrs Marjorie Van Schalkwyk (Mrs Van Schalkwyk), had
been in court on 15 June 2018 when the impugned remarks
were made.
Despite her request, the transcribers were unable to provide her with
a transcript. It was only when she was watching
the live feed of the
present appeal that she had
heard lead counsel for AfriForum
say ‘excuse me, Justice Keightley’. Suddenly and,
according to her, for the first time,
Mrs Van Schalkwyk realised that
Justice Keightley was the same judge as in the Unisa matter.
She
informed Mr Spies. On 7 September 2023 they were able to obtain a
full transcription of the proceedings of 15 June
2018.
[15]
Correspondence was exchanged with the Registrar of
this Court and with the respondents' attorneys. Thereafter, the
recusal application
was filed on 20 September 2023. This was more
than two weeks after the appeal was heard and judgment reserved.
[16]
The impugned remarks identified by AfriForum
are
the following:
‘
I
think your client is barking up a tree that it should you know
perhaps there are other ways to use its resources.’
‘
You
know when you are dealing with such a small... such a small segment’.
‘
[M]aybe
I just do not get it. But I think one has to move beyond
anachronistic positions which your client seems to be unwilling
to
do.’
‘
[I]t
does not matter I am granting you leave.’
‘
And
next time you in front of me with them you might to wish to apply for
my recusal.’
‘
[A]
tiny minority on the back of we cannot lose this’.
‘
I
could have said it to you over a dinner table’.
‘
I
now have no longer any involvement in this matter which is why I can
say these things and can I just stress because it is all
on record.
They are extremely general points that I made simply as a responsible
South African and I am not at all commenting on
you know on this
particular case at all. I as a white South African feel very
strongly’.
‘
[W]hat
you [are] wanting to do is to preserve for the sake of principle’
.
[17]
The gist of AfriForum’s case in its founding
affidavit was that the impugned remarks show that Justice Keightley
holds very
strong
personal
views based on
her perception of AfriForum as ideologically driven and litigating
‘anachronistically’, for the sake
of it. She sees
AfriForum as ‘going backward’ and litigating only in the
interests of a tiny minority of white South
Africans. AfriForum
contends Justice Keightley’s gratuitous remarks inevitably
demonstrate actual bias, or that ‘when
it comes to cases
involving AfriForum she is unable to bring an impartial mind to bear
on their adjudication’.
[18]
In opposing the substance of the recusal
application, the EFF pointed out that the impugned remarks must be
read in their fuller
context. When this is done, the personal beliefs
and dispositions of Justice Keightley, reflected in the remarks
relied on by AfriForum,
do not meet the test for bias developed in
our jurisprudence. The EFF pointed out that the applicant in an
application for recusal
must clear a high threshold to succeed, and
AfriForum has failed to do so.
[19]
We should record that the EFF also objected to the
recusal application on the basis that the delay in instituting the
application
evidenced that it was instituted
mala
fides
. In short, the EFF argued that
AfriForum had known for five years about the impugned remarks. Yet
they had taken no steps, either
in the Unisa appeal matter or when
the current appeal was enrolled in this Court, to seek Justice
Keightley’s recusal. The
respondents submitted that this
demonstrated that the recusal application was being instituted for an
ulterior purpose, namely,
to collapse the panel that had heard the
appeal and secure a new hearing
de novo
.
Considering the decision that we reach on the substance of the
recusal application, it is not necessary to adjudicate the
mala
fides
point as a stand-alone ground of
opposition.
[20]
The
principles relevant to determining applications for recusal are well
settled, finding endorsement by the Constitutional Court
in
South
African Human Rights Commission obo South African Jewish Board of
Deputies v Masuku and Another,
[3]
(
Masuku
)
and
President
of the Republic of South Africa and Others v South African Rugby
Football Union and Others
(
SARFU
)
.
[4]
The impartiality and independence of judicial officers are essential
to the requirements of a constitutional democracy, being core
components of the constitutional rights of access to courts and a
fair trial.
[5]
For this reason,
a judicial officer should not hesitate to recuse herself if there are
reasonable grounds for apprehending that
she was not or will not be
impartial.
[6]
[21]
On the
other hand, it must be assumed that ‘judges are individuals of
careful conscience and intellectual discipline, capable
of applying
their minds to the multiplicity of cases which will seize them . . .
without importing their own views or attempting
to achieve ends
justified in feebleness by their own personal opinions’.
[7]
It is assumed that judges can disabuse their minds of any irrelevant
personal beliefs or predispositions.
[8]
[22]
The
effects of this presumption of impartiality are that: a judge will
not lightly be presumed to be biased; this presumption is
not easily
dislodged;
[9]
cogent evidence
demonstrating bias or a reasonable apprehension of it is
required;
[10]
and a judge has
a duty to sit in any case in which they are not obliged to recuse
themselves.
[11]
The
presumption of impartiality must always be taken into account when
conducting the inquiry into bias or a reasonable apprehension
of
bias.
[12]
[23]
The
test for recusal is objective, with the applicant bearing the onus of
establishing bias or a reasonable apprehension of bias.
The question
is whether a reasonable, objective and informed person would, on the
correct facts, reasonably apprehend that the
judge has not, or will
not bring, an impartial mind to bear on the adjudication of the case,
that is a mind open to persuasion
by the evidence and the submissions
of counsel.
[13]
A double
reasonableness requirement is involved in the application of the
test: the apprehension of bias must be that of a reasonable
person in
the position of the litigant, and it must be based on reasonable
grounds.
[14]
The test requires
a reasonable apprehension that the judicial officer might be biased,
not that they would be biased.
[15]
[24]
According to AfriForum, the impugned remarks
indicate that Justice Keightley has a pejorative view of AfriForum,
perceiving it as
promoting the archaic ideology of a small minority
of primarily Afrikaans-speaking whites. Her view, demonstrated
through her remarks,
is that AfriForum is motivated to preserve and
advance the privileged status of that segment of the population as a
matter of ideological
purpose and principle. Further, she perceives
this to be adverse to what she believes is the South African
constitutional project
of multicultural inclusivity and equality for
all groups and individuals.
[25]
These, AfriForum contends, are, in her own words,
strongly held personal views. Moreover, she did not suggest that they
have been
prompted by anything AfriForum had done in the case before
her. They were far more widely stated and related to what she saw as
AfriForum’s activities and aims generally. Additionally, in
making the remarks, she contemplated her future recusal in any
matter
concerning AfriForum.
[26]
Of course, as the principles recorded earlier make
clear, AfriForum’s subjective understanding of the impugned
remarks is
not the test. The test is objective. AfriForum must first
satisfy this Court that the reasonable, objective, and informed
person,
with knowledge of the correct facts, would understand the
impugned statements to reflect the views AfriForum ascribes to
Justice
Keightley. If this is established, AfriForum must then meet
the double reasonableness requirements inherent in the test,
considering
the strong presumption of impartiality, and the
recognition that a judge’s personal views are not in and of
themselves evidence
of bias.
[27]
We accept that the exchange between Justice
Keightley and counsel for Afri
F
orum could
objectively be construed as a perception on her part that she and
AfriForum do not share the same ideology. She expresses
that she has
more progressive views than those she perceives as endorsed by
AfriForum. However, this is not enough to establish
bias warranting
her recusal.
[28]
As the Constitutional Court explained in
Masuku
:
‘
This
test does not mean that any judge who holds certain social, political
or religious views will necessarily be biased in respect
of certain
matters
,
nor does it naturally follow that, where a judge is known to hold
certain views, they will not be capable of applying their minds
to a
particular matter. The question is whether they can bring their mind
to bear on a case with impartiality
’
.
[16]
(Emphasis added.)
[29]
The Court went on to
emphasise that judges do not exist in a vacuum. They bring
their
personal and professional
experiences to bear in their adjudicative function. Not only is this
appropriate, but in our multilingual
and multiracial society, it
cannot reasonably be expected that judges should share all the views
or prejudices of the parties before
them.
[17]
Consequently, proving that a judicial officer holds a particular view
does not, without more, establish a reasonable apprehension
of
bias,
[18]
and:
‘
It
is safe and pragmatic to assume that judges are able to set aside
their personal views and be guided by the relevant legal principles
when deciding any matter.
We
must, after all, be reminded of the weight of the presumption of
impartiality
’
.
[19]
(Emphasis
added.)
[30]
We have considered the full transcript of the
exchange in which the impugned comments were made. It is clear from
it that Justice
Keightley was engaging in a robust debate with
AfriForum’s counsel on matters pertaining to nation-building.
Her expressed
view was that white South Africans, in particular, have
a responsibility to work towards inclusionary efforts to dismantle
their
historical privileges, rather than seeking to preserve them.
AfriForum does not suggest, nor could it, that her views in this
regard
are perverse. They are consistent with the Constitution.
[31]
The
remarks
were
made in open court and in good faith as part of a robust exchange
with counsel for AfriForum after Justice Keightley had already
very
clearly indicated to both parties that she would grant leave to
appeal. Justice Keightley acknowledged that the remarks were
‘all
on record’. She stated more than once that they were her
personal views, that they were of a broad and general
nature, and
that they were not directed specifically at AfriForum.
[32]
Moreover, the transcript shows that Justice
Keightley understood that the
responsibility of white South
Africans to question their previous privilege and its continued
effect were ‘difficult questions
. . . (and that) the law and
the courts . . . are there to guide us’. She acknowledged that
she might be wrong. She expressed
that she was happy for the matter
to go on appeal because ‘we will get further guidance from the
courts about . . . that
difficult situation’, leading to a
better understanding of ‘what we can hold on to for purposes of
nation building
and what we cannot’.
[33]
Viewed objectively, this is not the type of conduct a reasonable
person would expect
of a judicial officer so fixed in her personal
views that she may be unable to act impartially in a matter involving
AfriForum.
It shows a mind open to persuasion and a willingness to
embrace a higher court’s guidance on the ideological issues she
had
raised.
[34]
AfriForum relied on the fact that Justice Keightley had said to
counsel for AfriForum
in the Unisa matter that ‘the next time
you (are) in front of me with (AfriForum) you might wish to apply for
my recusal’.
It submitted that this demonstrated that Justice
Keightley was aware, as a judicial officer who understood the test
for bias, that
she had overstepped the bounds in her earlier impugned
remarks. In our view, this takes AfriForum’s case no further.
The
full transcript shows that this remark was made in response to a
statement by counsel for AfriForum that she had an ‘unfortunate
perception’ about his client. In fact, he responded to her
reference to a possible future recusal application by saying ‘No,
no’. Justice Keightley responded, ‘that was not where
(she was) going’. Seen in its context, her suggestion to
counsel cannot reasonably be understood to have been based on a
seriously weighed judicial view that her remarks merited recusal
then, or in the future.
[35]
In view of all of the aforegoing, it cannot be
said that the test for recusal as laid down in the Constitutional
Court has been
met or that there is any reason to apprehend bias from
Justice Keightley. Thus, AfriForum's application for recusal must
fail.
Justice Keightley is not only permitted to adjudicate the
appeal but, as
SARFU
makes
clear, she has a duty to do so. Justice Keightley is to remain part
of the coram in the appeal before this Court. This is
where we now
direct our attention.
The appeal
Point in limine:
issue estoppel
[36]
The EFF raises a point
in limine
against AfriForum’s
hate speech complaint based on
res judicata
, or more
accurately, issue estoppel. They point out that AfriForum previously
instituted a hate speech complaint in the equality
court against Mr
Malema (the first complaint). As in the complaint before us on
appeal, the first complaint was also directed at
Mr Malema’s
singing of Dubula ibhunu. At that time, Mr Malema was a member of the
African National Congress (ANC), and he
sang the song in public at
meetings convened by the ANC Youth League. The ANC was joined as a
respondent in the first complaint.
[37]
The equality court upheld
the first complaint. It declared that the singing of the song
constituted hate speech and granted an interdict
against the ANC and
Mr Malema singing the song at any public or private meeting conducted
by them.
[20]
The matter came
on appeal to this Court and was enrolled for hearing on 1 November
2012. At the suggestion of the President of
this Court the parties
engaged in a mediation process. This resulted in a mediation
agreement entered into and signed by, AfriForum
and Mr Malema. An
order was made by this Court on 1 November 2012, under case number
A815/2011 (the settlement order).
[38]
The terms of the settlement order recorded that:
a.
It was in full and final settlement of the dispute between the
parties.
b.
The parties agreed that it was
crucial to mutually recognise and
respect the right of all communities to celebrate and protect their
cultural heritage and freedom.
To this end, they committed to
deepening dialogue among leaders and supporters of their respective
organisations to contribute
to developing a future common South
African heritage.
c.
They recognised that certain
words in certain struggle songs may be
experienced as hurtful by members of minority communities.
d.
The ANC and Mr Malema recognised
that ‘the lyrics of certain
songs are often inspired by circumstances of a particular historical
period of struggle which
in certain instances may no longer be
applicable’. In the interests of promoting reconciliation and
avoiding inter-community
friction, they committed to counselling and
‘encouraging their respective leadership and supporters to act
with restraint
to avoid the experience of such hurt’.
e.
AfriForum agreed to abandon
its equality court order, and the ANC and
Mr Malema agreed to abandon their appeal to this Court.
[39]
The EFF contends that the issue in this appeal was finally disposed
of by the
first settlement order and that it was impermissible for
AfriForum to seek to relitigate the same issue in the equality court,
and subsequently on appeal to this Court. They accept that
there is not a complete overlap in the identities of the parties
in
the two hate speech complaints. The ANC is not a party to the
complaint on appeal to this Court, and neither the EFF nor Dr
Ndlozi
were parties to the first complaint. The first requirement of the
classic
res judicata
defence, which requires that the dispute
must involve the same parties, is thus not satisfied. However, the
EFF submits that the
development of the offshoot, issue estoppel
defence, in terms of which the requirements of the classic
res
judicata defence
may be relaxed, finds application in this case.
They submit that the appeal ought properly to be dismissed on this
basis alone.
[40]
AfriForum disputes that the defence of issue estoppel is available to
the EFF.
It points to the fact that the EFF was not even in existence
at the time the first complaint was litigated and the settlement
order
made. AfriForum submits that a considerable period has elapsed
since the settlement order. Moreover, according to AfriForum, the
complaints that form the subject matter of this appeal constitute new
acts of hate speech, in blatant disregard of Mr Malema’s
undertakings in the settlement order.
[41]
In its classic
formulation,
res
judicata
applies
when a dispute arises between the same parties, based on the same
issue, and the same relief is sought as in a previously
decided
matter.
[21]
This Court’s
judgment in
Prinsloo
NO and Others v Goldex 15 (Pty) Ltd
[22]
(
Prinsloo
NO)
is
authority for the limited development of the classic
res
judicata
defence
in appropriate cases. The Court found that ‘
issue
estoppel allows a court to dispense with the two requirements of same
cause of action and same relief, where the same issue
has been
finally decided in previous litigation between the same parties’.
[42]
Prinsloo NO
only considered the
relaxation of the second and third requirements of
res
judicata
,
not the requirement that the disputes must involve the same parties.
In
Royal
Sechaba Holdings (Pty) Ltd v Coote and Another
[23]
(
Royal
Sechaba
)
this Court accepted a further development in respect of the first
requirement, finding that:
‘
It
is, however, the view of this court that the ‘same parties’
requirement is not immutable and may in appropriate cases
and in line
with this court’s duty to develop the common law, be relaxed or
adapted in order to address new factual situations
that a court may
face.’
[24]
[43]
However, the Court issued the following caution:
‘
In
order to develop the common law, by either relaxing or extending the
‘same person’ requirement,
persuasive
reasons must be placed before the court for doing so
.
If fairness and equity dictate a development of the law, and to do
otherwise would defeat the very purpose of the defence, consideration
should be given to allowing issue estoppel as a defence even where
there is not, strictly speaking, identity of parties.’
[25]
(Emphasis added.).
The
question is whether there are persuasive reasons in this case for
allowing the issue estoppel defence, despite there being an
absence
of complete identity of parties, issue and relief.
[44]
We leave aside for the moment the complaint against Dr Ndlozi, which
requires
separate consideration. Insofar as the singing of Dubula
ibhunu is concerned, the EFF is correct that if one looks at the
substance
of AfriForum’s first complaint and its present one,
Mr Malema was, and remains, the central protagonist. He was joined
individually
as a respondent in both complaints. This is
because it was his conduct in singing Dubula ibhunu at political
events that
formed the basis of that complaint. AfriForum’s
complaint before the equality court was about precisely the same kind
of
conduct by Mr Malema, albeit that his audience in the present
complaint was the EFF rather than the ANC Youth League.
[45]
Mr Roets, who deposed to the affidavit supporting AfriForum’s
complaint
to the equality court, expressly confirmed that Mr Malema
was the central focus of the complaint. He described Mr Malema as
‘the
main and single most significant and the single most
influential person’ who continues to sing Dubula ibhunu. In
other words,
in both the first complaint, and that before us on
appeal, what AfriForum sought primarily to have declared hate speech,
and to
interdict, is Mr Malema’s singing, or instigating the
singing of, Dubula ibhunu. By extension, the complaint in both
matters
also sought to interdict the political party in respect of
which he was a member at the relevant time. Consequently, despite the
substitution of the EFF in the present complaint for the ANC in the
first complaint, there is an overlap in the identity of the
central
respondent in both complaints.
[46]
It follows from this that there is also commonality, in certain
respects, with
the cause of action and relief sought. The basis for
AfriForum’s complaint remains the same as that for its first
complaint.
Its contention was, and is, that the singing of Dubula
ibhunu by Mr Malema is an incitement to hatred or harm on the grounds
of
race or ethnicity against white, Afrikaans South Africans, and
particularly farmers.
[47]
It is for all these reasons that the EFF submitted that it would be
appropriate
to apply the issue estoppel defence and to hold AfriForum
bound to the settlement order. To do otherwise, the EFF contended,
would
be to permit AfriForum, under the guise of fresh litigation, to
resurrect a complaint it had effectively abandoned under an agreement
endorsed by order of this Court. Implicit in the EFF’s argument
is the proposition that it would be in the interests of justice
to
hold AfriForum to the bargain it struck previously, and which was
endorsed by this Court. Mr Malema should not be expected to
face a
repeat of what was essentially the same complaint, nor should this
Court be required to interrogate an issue which has been
settled
between, in essence, the same parties.
[48]
Are these reasons sufficiently persuasive to justify an application
of the
issue estoppel defence in this case? Other relevant factors
suggest not. It is so that where parties have entered into a bargain,
justice and the rule of law bind them to it. However, this applies to
both parties. In the settlement order AfriForum agreed to
abandon the
previous equality court order in its favour, in exchange Mr Malema
gave certain personal undertakings. Importantly,
and with reference
to the continued singing of struggle songs, he undertook to encourage
his followers to act with restraint.
[49]
AfriForum contends that he did not stick to his side of the bargain,
as is
manifested by his repeated singing of Dubula ibhunu on the
occasions identified in AfriForum’s complaint. Mr Malema
disputes
this. It is not necessary for this Court to make a finding
on whether he breached the terms of the settlement order or not.
However,
it would not be fair or equitable to deprive AfriForum of
the opportunity to proceed with their appeal in circumstances where
they
contend, not without reason, that Mr Malema has failed to comply
with the terms of the very order which he now seeks to hold up
as a
shield.
[50]
There are additional reasons for reaching this conclusion. The issues
in this
appeal involve important constitutional rights. The rights to
dignity and equality, on the one hand, and those of freedom of
expression
and the right to engage in political activity on the
other. The Equality Act is an important constitutional law. Courts
are bound
by the Constitution to adjudicate in a manner that advances
constitutional rights. The issue estoppel defence would prevent this
Court from making a determination on the competing rights of the
parties, and of interpreting and applying the relevant provisions
of
the Equality Act. This would be contrary to this Court’s
constitutional obligations. It is also in the public interest
that
the appeal should be heard, particularly in circumstances where the
equality court has delivered two diametrically opposed
judgments on
the issue.
[51]
For all these reasons, we conclude that the interests of justice and
equity
do not support the application of the issue estoppel defence
in this case. We turn to consider the merits of the appeal.
Merits
Legal
principles
[52]
We commence by setting
out the legal principles regulating the prohibition of hate speech.
As the Constitutional Court observed
in
Qwelane
v South African Human Rights Commission and Another
[26]
(
Qwelane
),
this involves a delicate balance between the fundamental rights to
freedom of expression, dignity and equality. Freedom of expression
is
protected under s 16(1) of the Constitution. However, s 16(2)
qualifies this right by excluding from its protection the:
‘
(c)
advocacy of hatred that is based on race, ethnicity, gender or
religion, and that constitutes
incitement to cause harm.’
[53]
Of relevance too is s 19(1) of the Constitution, which protects the
right of
every citizen to make free political choices, to form a
political party, to participate in the activities of a political
party
and to campaign for a political party or cause. The combination
of s 16 and s 19 are critical to our democracy. It is through support
for the free expression of political ideas by political parties that
our system of government and its election ultimately operate.
[54]
Speech that is merely unpopular, offensive or shocking remains
protected under
s 16(1). As the Constitutional Court explained:
‘
Thus,
it would appear that hate speech travels beyond mere offensive
expressions and can be understood as “extreme detestation
and
vilification which risks provoking discriminatory activities against
that group.” Expression will constitute hate speech
when it
seeks to violate the rights of another person or group of persons
based on group identity. Hate speech does not serve to
stifle
ideology, belief or views. In a democratic, open and broad-minded
society like ours, disturbing or even shocking views are
tolerated,
as long as they do not infringe the rights of persons or groups of
persons. As was recently noted, “[s]ociety
must be exposed to
and be tolerant of different views, and unpopular or controversial
views must never be silenced.”’
[27]
[55]
The Equality Act is the
vehicle through which the right to equality and protection from
unfair discrimination, safeguarded under
s 9 of the Constitution, are
given effect.
[28]
The objects
of the Equality Act, which are identified in s 2, include:
‘
(a)
. . .
(b)
to give effect to the letter and spirit of the Constitution, in
particular-
(i)
the equal enjoyment of all rights and freedoms by every person;
(ii)
the promotion of equality;
(iii)
the values of non-racialism and non-sexism contained in section 1 of
the Constitution;
(iv)
the prevention of unfair discrimination and protection of human
dignity as contemplated
in sections 9 and 10 of the Constitution;
(v)
the prohibition of advocacy of hatred, based on race, ethnicity
gender or religion,
that constitutes incitement to cause harm as
contemplated in section 16(2)(
c
) of the Constitution and
section 12 of this Act;
(c)
to provide for measures to facilitate the eradication of unfair
discrimination, hate
speech and harassment, particularly on the
grounds of race, gender and disability; . . .’
[56]
Hate speech is expressly
prohibited under s 10. Following the declaration of constitutional
invalidity of this section in
Qwelane
,
[29]
and until the section is amended by the legislature, section 10 is to
be read as follows:
‘
(1)
Subject to the proviso in section 12, no person may publish,
propagate, advocate or communicate
words
based
on one or more of the prohibited grounds
,
against any person, that
could
reasonably be construed to demonstrate a clear intention to be
harmful or to incite harm and to promote or propagate hatred
.’
(Emphasis added.)
[57]
In its original form, s
10(1) also included as hate speech words that could reasonably be
construed to demonstrate a clear intention
to be ‘hurtful’.
The judgment in
Qwelane
effectively excised this
ground from the section on the basis that it constituted an
unjustifiable limitation on the freedom of
expression guaranteed in s
16.
[30]
[58]
The phrases highlighted in s 10(1), above, describe a two-stage hate
speech
inquiry. The first leg is directed at establishing that the
impugned words are ‘based on’ one of the identified
prohibited
grounds. If this is established by the complainant, the
second leg of the inquiry is to determine whether the words ‘could
reasonably be construed to demonstrate a clear intention to be
harmful or to incite harm and to promote or propagate hatred’.
[59]
Section 1 of the Equality
Act identifies the grounds for the prohibited purposes of the first
stage of the inquiry. Of relevance
to this case, they include race,
ethnic or social origin
[31]
or
any other ground where discrimination based on that other ground
undermines human dignity.
[32]
[60]
As to the second stage of
the inquiry,
Qwelane
has
clarified that the phrase ‘could reasonably be construed to
demonstrate a clear intention’ involves an objective,
reasonable person test. On this test, an intention to incite harm and
promote hatred will be deemed if the reasonable reader could
construe
the words or speech as reflecting that intention. Critically, it is
the effect of the text that is assessed, rather than
the subjective
intention of the author or speaker,
[33]
or the subjective perception of the targeted group.
[34]
[61]
It is accepted that the
reasonable reader is one of reasonable intelligence, that she would
understand the statement in its context,
and would have regard not
only to what is expressly stated but also to what is implied.
[35]
Important considerations in applying the test include who is the
speaker, the context in which the speech occurs, the impact of
the
speech, and the likelihood of inflicting harm or propagating
hatred.
[36]
[62]
No causal link between
the impugned speech and actual actions taken against a target group
need be established. Nor is the incitement
of harm restricted to
physical violence. It also includes the incitement to discrimination
and hatred.
[37]
Moreover, s
10(1) targets the meaning behind the words, not simply the
words.
[38]
.
Proceedings
before the equality court
[63]
In the affidavit supporting its complaint, Mr Roets identified the
following
acts of alleged hate speech:
a.
Mr Malema singing and chanting
Dubula ibhunu at a EFF rally at the
end of 2016.
b.
Mr Malema leading the singing
of Dubula ibhunu on 30 July 2017 at the
EFF’s fourth birthday celebrations in Durban.
c.
Mr Malema leading the singing
of Dubula ibhunu at the EFF’s
Africa Day celebration event in May 2018.
d.
Mr Malema singing Dubula ibhunu
and gesturing with a shooting motion
at the Vaal University of Technology on 29 October 2018.
e.
Mr Malema leading and encouraging
the singing of Dubula ibhunu at the
EFF Manifesto Launch in February 2019 in Soshanguve.
f.
Mr Malema leading
and encouraging the singing of Dubula ibhunu at the
kwaTsheka sports ground at eNseleni in April 2019.
g.
Mr Malema leading members of the
EFF singing Dubula ibhunu in Senekal
on 16 October 2020 during protests surrounding the death of the farm
manager, Brendin Horner,
coupled with Dr Ndlozi chanting Shisa
lamabhunu on the same occasion.
[64]
AfriForum sought, among others, the following relief:
‘
54.3
A declaratory order that the words uttered by the Respondents and
their members and suppor[ter]s constitute
hate speech as defined in
section 10(1) of the Equality Act.
.
. .
54.6
An order interdicting and restraining the Respondents from advocating
hate speech as defined in section
10(1) of the Equality Act.’
[65]
It averred in its written complaint that the identified utterances of
Dubula
ibhunu constitute hate speech in that they advocate hatred on
the grounds of race and ethnicity and constitute an incitement to
cause harm. AfriForum did not elaborate in any detail on these
averments, relying on the oral evidence led at the trial to spell
out
the nature of its case.
[66]
As to Shisa lamabhunu, AfriForum alleged in its written complaint
that the
singing of this song was an incitement to cause arson and
damage to property. AfriForum averred that after Dr Ndlozi had sung
the
song during protest action in Senekal in October 2020, several
farms in the Free State were set alight. This latter averment was
subsequently demonstrated to be incorrect. Facts brought to light in
Mr Malema’s answering affidavit, and confirmed in the
evidence
led at the trial, revealed that while there were fires on
agricultural land, the land in question was not in or near the
Senekal district. There was no link between these fires and what had
occurred at the Senekal protests.
[67]
Mr Roets was the main witness for AfriForum. It described him as an
expert
witness, although the equality court rejected his status as an
expert. AfriForum took issue with this finding in its grounds of
appeal, but nothing turns on the point.
[68]
Mr Roets’ evidence was based on his book ‘Kill the Boer’.
He described it as a current affairs book about the phenomenon of
farm attacks. Relying on excerpts from the book, Mr Roets opined
that
there is a political climate in South Africa in which violence
towards white people in general and white Afrikaans farmers
in
particular has been romanticised and encouraged by politicians for
several decades. He gave lengthy evidence on the prevalence
of farm
attacks and their often violent nature. In his view, Dubula ibhunu,
with its words and Mr Malema’s accompanying gestures,
mimicking
the shooting of a firearm, contribute to the phenomenon in which
violence of this type is normalised.
[69]
Mr Human, a pastor who counsels victims of farm attacks, gave
evidence about
the traumatic effects for victims. Two victims of
separate farm attacks, Ms Muller and Mr Prinsloo, also gave evidence
of what
had happened to them and what they personally had experienced
in the aftermath of the attacks. Finally, Mr Crouse, a reporter and
employee of the Institute of Race Relations testified. He was present
in Senekal when Dr Ndlozi sang Shisa lamabhunu. He testified
as to
what he had witnessed when members of, among other groups, AfriForum
and the EFF were involved in a stand-off during protest
action
stemming from the murder of a young farm manager, Brendan Horner, in
the Senekal district.
[70]
Mr Malema testified on his own behalf and on behalf of the EFF.
According to
Mr Malema, he had been taught Dubula ibhunu as a young
activist during apartheid. He was taught that struggle songs like
this one
should not be understood literally. Instead they were
directed at the system of oppression and anything that represented it
at
the time. He emphasised that the EFF is committed to
overcoming economic apartheid represented by what he referred to as
‘white monopoly capital’.
[71]
According to Mr Malema, democracy has not had the effect of getting
rid of
economic apartheid. Nor has it succeeded in the restoration of
land to black South Africans. Thus, the EFF had adopted these as
two
of its key objectives. Mr Malema explained that when he leads the
singing of Dubula ibhunu, it is directed at this system of
economic
and land apartheid. Similarly, the shooting gesture sometimes
accompanying the chant signifies shooting at the system.
Under
cross-examination Mr Malema confirmed his view that white farmers
were part of and had benefited from the prevailing system
of
inequality in respect of land and the economy. He said that in the
song the Dubula ibhunu, the ibhunu, or farmer, is symbolic
of the
system against which the EFF campaigns.
[72]
It bears repetition that Mr Malema’s evidence of his subjective
intention
in singing the song is not the basis on which to assess
whether his conduct amounted to hate speech. However, his evidence
about
the EFF’s political objectives is relevant contextual
material. In any event, the EFF’s policies and objectives are
public information.
[73]
The respondents also relied on the expert evidence of Prof Gunner,
who is an
authority on the role of political song in the public life
of the state, particularly African states. She has also written an
article
on Mr Malema’s use of Dubula ibhunu. Prof Gunner
explained the history of the song, which she said goes back many
years,
and its use in political discourse. In her view, the song
should be seen in the context of the contestation for power through
the
expression of the ideas and policies of the user. Suffice to say
that Prof Gunner’s opinion, which is not binding on the court,
was that properly understood as a political song with a known
history, Dubula ibhunu should not be regarded as hate speech.
However,
her evidence about the history of the song, and the genre of
liberation songs more generally, is useful contextual evidence.
[74]
The equality court
dismissed AfriForum’s complaint. On the first leg of the s
10(1) inquiry, without providing reasons, it
was found that AfriForum
had failed to show that the lyrics of the impugned songs are based on
any of the prohibited grounds.
[39]
[75]
As to the second stage of the inquiry, the equality court concluded:
‘
As
[I] understand the impugned song in its political and cultural
context it has traversed time in the history of South African
politics and projects the political vision of [the] EFF in a new
dimension of a strategy of achieving radical economic transformation
of the society. It is in the current political situation a song
directed at articulating the failure of the current government
in
addressing the issues of economic power, land reform and
distribution. If anything, this calls for a generous delineation of
the bounds of the constitutional guarantee of freedom of expression.
Thus, in my view, declaring the impugned song to be hate speech
would
significantly alter or curtail freedom of expression. However, it may
well be that under a different inquiry, it may be found
that the song
is offensive, and undermining of the political establishment. It may
be heard as a song that fails to celebrate the
achievements made by
democracy and the need for unity in the country. In that respect, it
would be expressing a view different
to those who belief (sic) that
the image of democracy need not be tainted by what they regard as an
offensive song.
As
matters stand, in my view, the singing of the impugned song and its
lyrics should be left to the political contestations and
engagement
on its message by the political role players. Accordingly, a
reasonable listener, would conclude that the song does
not constitute
hate speech but rather that it deserves to be protected under the
rubric of freedom of speech.’
[40]
In
this Court
[76]
Before this Court, AfriForum took the view that the overwhelming bulk
of the
evidence led in the equality court was irrelevant to the
appeal. The only parts of its own evidence that AfriForum maintained
were
relevant were Mr Roets’ testimony, and that of Mr Prinsloo
and Ms Human, and only to the extent that this evidence affirmed
the
social milieu in which the words were used and their impact.
[77]
Attached to AfriForum’s heads of argument was a new draft order
in the
event of its appeal being upheld. In the substituted draft
order, AfriForum sought the following relief, in relevant part:
‘
1.
The words and translations of words, phrases and songs set out below
constitute hate
speech:
awudubula ibhunu
dubula ibhunu baya
rayapha
shoot to kill, Kill/Kiss
the Boer – the farmer
Shisa lamabhunu
EFF Ingen’endaweni
2.
The respondents are interdicted and restrained from any public use,
singing or
chanting of the words, phrases or songs set out in
paragraph 1.’
[78]
The relief in the new draft order was wider than the one sought in
paragraph
54.3 of AfriForum’s original claim. It did not
restrict the declaration of hate speech to ‘words
uttered by
the Respondents
’ as was the case in the original claim. The
new draft order expanded AfriForum’s case on appeal. It
effectively called
for a declaration of the relevant parts of Dubula
ibhunu and Shisa lamabunu as hate speech in
toto
, regardless
of who uses them or in what circumstances. This was not the case made
out by AfriForum in the equality court. There,
the hate speech
averment was restricted to the singing of the songs by Mr Malema and
Dr Ndlozi on particular occasions.
[79]
At the hearing of the appeal, counsel for AfriForum accepted that the
amended
relief was too wide, and that if the appeal was to succeed,
any declaration that the songs constituted hate speech would have to
be expressly limited. He suggested that the relief sought be amended
by the insertion of the phrase ‘on the occasions set
out in the
complaint’ in prayer 1. He also accepted, correctly, in our
view, that the same songs could be sung by a range
of persons in
different circumstances without this constituting hate speech.
[80]
In light of the concession, it is important to appreciate that this
appeal
is not about an outright ban on Dubula ibhunu as hate speech
per se. The question is narrower than this. It is whether, when Mr
Malema sang or led the singing of the song on the occasions
identified by AfriForum in its complaint, this constituted a form of
hate speech as framed by AfriForum in its complaint. Similarly, Dr
Ndlozi’s singing of Shisa lamabunu in Senekal is the focus
of
the inquiry.
[81]
AfriForum submits that the equality court erred in finding that it
had failed
to establish that the impugned words were based on a
prohibited ground. It accepts that the Equality Act does not protect
farmers
as a group. However, according to AfriForum, the question of
what is understood by the term ‘boer’ should be
approached
grammatically, as had been accepted by the equality court
in
AfriForum v
Malema I
. AfriForum contends that it is
a truism, reflected in history books and dictionaries, that the term
‘boer’ is a reference
to an ethnic group, being South
Africans who are Afrikaans-speaking or of Afrikaner descent. They say
that the words of the songs
are therefore based in material part on a
prohibited ground, and fall within the ambit of s 10.
[82]
As to the question of whether the songs also demonstrate an intent to
incite
harm or propagate hatred, AfriForum submits that the equality
court erred in the application of the objective test to be applied.
The court had impermissibly accepted Mr Malema’s evidence of
his subjective intention and his understanding of the song.
It had
also accepted Professor Gunner’s subjective view of what the
words mean.
[83]
AfriForum places reliance
again on
AfriForum
v
Malema
I
, in
which it was found sufficient that ‘a variety of members of
society who act for large constituencies and . . . say that
their
constituencies are affected in that they perceive the song to be
harmful and/or hurtful towards them’.
[41]
It relies also on the decision of this Court in
Hotz
v University of Cape Town
[42]
(
Hotz
).
That case involved a person wearing a t-shirt with the words ‘sKILL
ALL WHITES’ painted on it. The letter ‘s’
before
the first letter ‘K’ was much smaller than the remainder
of the message. This Court rejected the submission
that the message
was ‘skill all whites’ rather than ‘kill all
whites’, finding that it would be understood
by people who saw
the message, with its imperceptible ‘s’ as an incitement
to violence against white people.
[43]
[84]
Afriforum’s submission is that, as in
Hotz
, people who
hear Mr Malema singing the words of Dubula ibhunu stand to react to
it as an incitement to violence against ‘boers’.
In other
words, it could be understood as a call to kill ethnic white South
Africans of Afrikaans descent. According to AfriForum,
this is
exacerbated by Mr Malema's hand gestures when he was singing. On a
broader level, there is also the potential harm that
the song causes
to wider society in risking inter-racial hostility.
[85]
AfriForum accepts that Dubula ibhunu has an historical pedigree with
an attendant
meaning, and that one reasonable person may not
understand the song in the same way as another reasonable person.
However, AfriForum’s
submission is that provided it is capable
of being understood by some as intending to demonstrate an intent to
incite harm or propagate
hate that is sufficient to meet the test.
[86]
The respondents submit that the equality court was correct in finding
that
AfriForum had failed to establish that the songs were based on
prohibited grounds. When Mr Malema sang Dubula ibhunu he was engaging
in a form of political speech in which the song addressed his party’s
dissatisfaction with land and economic injustice. In
the particular
context in which the songs had been sung, the reasonable person would
understand the words as being metaphorical
and not a literal
exhortation to incite harm or violence against farmers or white South
Africans of Afrikaner descent, as AfriForum
had sought to argue.
Consequently, the songs were not hate speech, but were a form of
political speech protected under s 16 of
the Constitution.
[87]
The respondents dispute that it is open to AfriForum in the appeal to
simply
eschew reliance on the record of its evidence before the
equality court. That evidence is relevant in that it formed the basis
of AfriForum’s complaint to the equality court. The complaint
was squarely based on farm attacks and the alleged link between
that
phenomenon and the message AfriForum contended that Mr Malema sent
when he sang the song. The respondents submit that it was
this case
that AfriForum had failed to establish before the equality court,
which had correctly rejected its complaint.
[88]
The
amicus curiae
supports AfriForum’s appeal. It aligns
itself with AfriForum’s contention that the term ‘boer’
has a discernable
meaning, being a reference to white Afrikaners.
Consequently, according to the
amicus curiae
, there is a
racial element in the songs.
[89]
The
amicus
curiae
refers
to Mr Malema’s leadership position as a politician. It submits
that the equality court ought to have directed a high
level of
scrutiny at his speech, rather than exempting Mr Malema because of
his political status. In this regard, the amicus cites
Economic
Freedom Fighters and Another v Minister of Justice and Correctional
Services and Another
[44]
in which the Constitutional Court stated that in securing the
enjoyment of rights, ‘a greater sense of responsibility is
demanded particularly of those who are thought-leaders whose
utterances could be acted upon without much reflection, by reason
of
the esteem in which they are held and the influence they command’.
The
amicus
curiae
agrees
with AfriForum that the equality court erred in dismissing the hate
speech complaint.
Discussion
[90]
As regards the first stage of the s 10 inquiry, both AfriForum and
the
amicus curiae
advance the view that Mr Malema’s
singing of Dubula ibhunu is based on a prohibited ground because of
the term ‘bhunu’.
This word, according to their
arguments, has an established meaning. They say that dictionaries and
other reference books confirm
that it means white South Africans of
Afrikaner descent.
[91]
In our view, this is not the correct approach. The question of
whether Dubula
ibhunu, and for that matter Shisa lamabunu, is based
on a prohibited ground within the meaning of s 10 of the Equality Act
is more
complicated than AfriForum and the
amicus curiae
suggest. It is not a question that a simple reference to a dictionary
can answer. This is because the word ‘bhunu’
is part of a
verse in a song. Its meaning must be determined with reference to
that verse as a whole. The meaning of the verse,
in turn, must be
assessed in its broader context, including, but not limited to, the
circumstances in which the verses were sung
on the particular
occasions identified.
[92]
Put simply, ‘bhunu’
may have different meanings in different contexts. As the
Constitutional Court confirmed in
Masuku
,
‘words cannot always be taken for their plain meaning’.
[45]
This is not to say that colloquial understandings or dictionary
definitions may not be of some assistance, but they are not
determinative
of whether the impugned songs, sung by Mr Malema and Dr
Ndlozi, are based on a prohibited ground. Nor can this be determined
from
the single word, ‘ibhunu’, extracted from the
remainder of the context. There is thus a necessary overlap in this
case
between the assessment at the first stage of the s 10 test and
that in the second stage.
[93]
What characterises the inquiry in this case is that the Dubula ibhunu
complaints
are directed at the singing of a known, pre-existing song,
with its own history. It is unlike, for example,
Qwelane
,
Masuku
,
Hotz
and
Khumalo
, which were all cases
in which the respondents were the authors of the impugned words. It
is notable that in
Hotz
, this Court found, on the facts of
that case, that:
‘
There
was no context to ameliorate that message
.
It was advocacy of hatred based on race alone and it constituted
incitement to harm whites. It was not speech protected by s 16(1)
of
the Constitution.’
[46]
(Emphasis added.)
[94]
Hotz
illustrates the
importance of context in the hate speech inquiry. In that case, the
words ‘kill all whites’ could be
interpreted literally
because there was no context to provide a different, or more nuanced
meaning. Anyone seeing the t-shirt would
understand the plain and
very direct message painted on it. In contrast, in a case like the
present, context is everything. This
requires a consideration of who
the singer is, the context in which the songs were sung and their
likely impact.
[47]
[95]
All but one of the impugned occasions when Mr Malema sang Dubula
ibhunu, with
accompanying hand gestures, were at EFF events. They
were public, celebratory occasions most of which were organised by,
and for,
the EFF. It was at these events that Mr Malema led the
singing. There is no suggestions that the events were closed to all
but
EFF members, and in all likelihood there would have been some
reporting on what occurred. In this context, the reasonably
well-informed
person could and would understand that Dubula ibhunu
was sung on these occasions as an expression of the EFF’s
political
identity.
[96]
The reasonably informed person would also know that the EFF is a
registered
political party that competes for seats at all levels of
government. The EFF is a very active political party, and its
manifesto
and pillars of the EFF’s political ideology are no
secret to the general public. The reasonably well-informed person
would
know that the EFF is a leftist-aligned party, with a particular
concern for the struggle to overcome economic and land injustice
in
South Africa. He or she would know that the party, and its leader, Mr
Malema, are very outspoken on these issues. They would
know that Mr
Malema is often labelled as a populist politician and that he is
known not to mince his words.
[97]
Masuku
[48]
confirms that although
the determination of whether the impugned words are likely to be
harmful falls within the exclusive aegis
of a court, evidence,
including expert evidence, may be instrumental in assisting the court
in this exercise. As noted earlier,
Professor Gunner testified as an
expert on song, oratory, and the history of African political forms,
such as the political use
of songs. She explained that the song fits
within the long historical tradition of using public songs to voice
opinions and comment
on political issues. In this tradition, songs
can be used as a call to change. In South Africa, songs have been
used in this way
for the last century, and even before. Dubula ibhunu
itself has a very long history in the canon of South African
liberation songs.
[98]
There is no reason to reject Professor Gunner’s evidence on
this score:
as South Africans we daily observe members of
organisations and ordinary citizens singing and performing in public
as a form of
protest and a quest for change. Similarly, we can accept
Professor Gunner’s further evidence that the performance is
part
and parcel of the political song within the genre. The mimicking
of shooting by a singer is part of the call for change. Neither
the
words nor the gestures forming part of the performance are meant
literally.
[99]
We accept that the reasonably well-informed person would have some
understanding
of Dubula ibhuna’s history in South Africa as a
protest song linked to the liberation struggle. They would certainly
understand
that when protest songs are sung, even by politicians, the
words are not meant to be understood literally, nor is the gesture of
shooting to be understood as a call to arms or violence. It is plain
from this that the singing of Dubula ibhunu cannot, in our
view, be
equated with wearing a t-shirt bearing a painted message to ‘kill
all whites’.
[100]
The complaint by Afriforum as advanced in the case it presented at
the trial before the equality court was
that Mr Malema’s
singing of Dubula ibhunu could be understood by the reasonable person
as intending to send the message that
the perpetration of violence
against white South Africans of Afrikaner descent was acceptable.
Moreover, that this was particularly
so when the people in question
were farmers, because these people historically had stolen the land
from black South Africans.
[101]
We cannot accept this submission. It relies on an interpretation of
‘ibhunu’ excised from its
immediate context, and on an
interpretation of the remainder of the impugned part of the song
abstracted from its broader historical,
and current political,
context. AfriForum’s complaint relies substantially on a
literal interpretation of the words, namely
that they are intended to
be understood as a direct invocation to exact violence against white
South Africans of Afrikaner descent,
or at least to regard such
violence as normalised.
[102]
In its full context, this is not what the reasonably well-informed
person would understand to be Mr Malema’s
intent in singing the
song. They would understand it to be serving the purpose of garnering
support for the party and for its political
objectives. They would
know Mr Malema to be a populist leader who expresses controversial
views. They would appreciate that this
is part of his political
persona.
[103]
The reasonably well-informed person would appreciate that when Mr
Malema sang Dubula ibhunu on the first
six impugned occasions, he was
not actually calling for farmers, or white South Africans of
Afrikaans descent to be shot, nor was
he romanticising the violence
exacted against them in farm attacks. They would understand that he
was using an historic struggle
song, with the performance gestures
that go with it, as a provocative means of advancing his party’s
political agenda.
[104]
His performances of the song follows in the established tradition of
Dubula ibhunu as a call to act for
change. In the case of the EFF,
their public call is for an end to land and economic injustice in
South Africa. Whether one agrees
with the EFF’s agenda and Mr
Malema’s chosen method of conveyance or not, the intent behind
the song on the occasions
when he sang it is objectively linked to
the party’s stated political objectives. It is a form of
political speech. Even
if Mr Malema’s performance of Dubula
ibhunu at the events identified in the complaint may be regarded by
some as shocking
or even disturbing,
Qwelane
underlines the
importance in our democracy of tolerance for all views. This is
particularly so in the context of speech or, in
this case, song, by a
registered political party, at public events hosted or supported by
it. To find that Mr Malema’s singing
of Dubula ibhunu on the
first six occasions identified in the complaint is hate speech would
impermissibly limit the rights protected
under s 19 of the
Constitution.
[105]
AfriForum laid much emphasis on the test under s 10(1) being whether
the impugned words ‘could’
not ‘would’ be
understood as being intended to incite harm or propagate hatred. In
our view, this submission takes
the matter no further. There may be
people who might understand Mr Malema’s singing of Dubula
ibhunu as an exhortation to
call for, or to support the normalisation
of violence and hatred against white Afrikaans-speaking South
Africans. Clearly, Mr Roets
understands it this way. But we know that
the subjective view of the target group is not the test. Seen in its
full and proper
context, Mr Malema’s singing of the song could
not reasonably be understood in the manner advanced by AfriForum.
[106]
For these reasons, in respect of the first six occasions when Mr
Malema sang Dubula ibhunu we find that
high court correctly found
that AfriForum had failed to establish that this constituted hate
speech under s 10(1). Mr Malema was
doing no more than exercising his
right to freedom of expression, which is protected under s 16 of the
Constitution, in the course
of participating in the activities of,
and campaigning for the political party of which he is leader, which
rights are protected
under s 19(1)
(a)
of the Constitution.
[107]
The last complaint concerns Mr Malema leading the singing of Dubula
ibhunu in Senekal and Dr Ndlozi singing
Shisa lamabuna on the same
occasion. As noted earlier, the original complaint about the latter
song was that it was a call to arson.
The evidence established that
this averment was wrong. Not much further attention was paid to Shisa
lamabunu at the trial. In our
view, it falls to be treated as another
form of protest song sung by Dr Ndlozi along the same lines as Dubula
ibhunu. There is
no reason why it, too, would not be understood by
the reasonable person in this light.
[108]
Both songs were sung in Senekal during the course of what appears to
have been a highly charged gathering
of different political groupings
following the violent murder of a farm manager. These included, but
were not limited to, the EFF
and AfriForum. There was even a
suggestion that
agent provocateurs
were involved. In our view,
there is no reason to assess the singing of Dubula ibhunu on this
occasion any differently to his singing
of it on the previous
occasions. It would be understood as a means of asserting his party’s
identity and agenda within the
context of the competing ideological
groupings present at the protest. For these reasons, the complaint
regarding the Senekal incidents
should also be dismissed.
[109]
In the result, the following order is made:
1.
The application for the recusal of Keightley AJA from the
adjudication of or further participation in the determination of this
appeal is dismissed with costs, such costs to include those of two
counsel where so employed.
2. The appeal is
dismissed with costs, such costs to include those of two counsel
where so employed.
_________________________
H K SALDULKER
JUDGE OF APPEAL
_________________________
K E MATOJANE
JUDGE OF APPEAL
_________________________
D S MOLEFE
JUDGE OF APPEAL
_________________________
Z NHLANGULELA
ACTING JUDGE OF APPEAL
_________________________
R M KEIGHTLEY
ACTING JUDGE OF APPEAL
Appearances:
For
appellant:
J Gauntlett SC KC
M Tsele
C Burke
Instructed
by:
Hunter Spies Inc,
Centurion
Hendre
Conradie Inc, Bloemfontein
For
respondent:
T Ngcukaitobi SC
M Ka-Siboto
Instructed
by:
Ian Levitt Attorneys, Johannesburg
Lovius
Block Attorneys, Bloemfontein
For
amicus curiae:
M Oppenheimer
Instructed
by:
Kriek Wassenaar &
Venter Inc, Pretoria
Rosendorff Reitz Barry
Attorneys, Bloemfontein
[1]
The
judgment of the equality court is reported as
AfriForum
v Economic Freedom Fighters and Others
[2022]
ZAGPJHC 599;
2022 (6) SA 357
(GJ) (
AfriForum
v EFF (2022)
).
[2]
Afriforum
v Chairman of the Council of the University of South Africa and
Others
(54450/2016)
[2018]
ZAGPPHC 295 (26 April 2018).
[3]
South
African Human Rights Commission obo South African Jewish Board of
Deputies v Masuku and Another
[2022]
ZACC 5; 2022 (4) SA 1 (CC); 2022 (7) BCLR 850 (CC).
[4]
President
of the Republic of South Africa and Others v South African Rugby
Football Union and Others
[1999]
ZACC 9
;
1999 (4) SA 147
(CC); 19999 (7) BCLR 725 (CC).
[5]
Masuku
fn 3
para 56;
SARFU
fn 4
para 48.
[6]
SARFU
fn 4
para 48.
[7]
Masuku
fn 3
para 58.
[8]
SARFU
fn 4
para 48.
[9]
Masuku
fn 3
para 59.
[10]
Ibid
para 60.
[11]
SARFU
fn 4
para 48.
[12]
Masuku
fn 3
para 62.
[13]
SARFU
fn 4
para 48.
[14]
Masuku
fn
3 para 64.
[15]
S
v Roberts
1999
(4) SA 915
(SCA) paras 32-34.
[16]
Masuku
fn 3
para 66.
[17]
Ibid
para
67, citing
SARFU
para
42.
[18]
Ibid
para 68.
[19]
Ibid
para 83.
[20]
AfriForum
and Another v Malema and Others
[2011]
ZAEQC 2;
2011 (6) SA 240
(EqC);
[2011] 4 All SA 293
(EqC);
011 (12)
BCLR 1289
(EqC) (
AfriForum
v Malema 1
).
[21]
South
African Human Rights Commission v Khumalo
[2018]
ZAGPJHC 528;
2019 (1) SA 289
(GJ);
[2019] 1 All SA 254
(GJ) para 54
(
Khumalo
).
[22]
Prinsloo
NO and Others v Goldex 15 (Pty) Ltd
and
Another
[2012]
ZASCA 28
;
2014 (5) SA 297
(SCA) paras 23-24.
## [23]Royal
Sechaba Holdings (Pty) Ltd v Coote and Another[2014]
ZASCA 85; [2014] 3 All SA 431 (SCA); 2014 (5) SA 562 (SCA).
[23]
Royal
Sechaba Holdings (Pty) Ltd v Coote and Another
[2014]
ZASCA 85; [2014] 3 All SA 431 (SCA); 2014 (5) SA 562 (SCA).
[24]
Ibid para 19.
[25]
Ibid
para 21.
[26]
Qwelane
v South African Human Rights Commission and Another
[2021]
ZACC 22
;
2021 (6) SA 579
(CC);
2022 (2) BCLR 129
(CC) para 2.
[27]
Ibid
para 81, citing, among others,
Economic
Freedom Fighters and Another v Minister of Justice and Correctional
Services and Another
[2020]
ZACC 25
;
2021 (2) BCLR 118
(CC); 2021(2) SA 1 (CC);
2021
(1) SACR 387
(CC) para 155.
[28]
AfriForum
NPC v Nelson Mandela Foundation Trust and Others
[2023]
ZASCA 58
;
2023 (4) SA 1
(SCA);
[2023] 3 All SA 1
(SCA) para 31.
(
AfriForum
v NMFT
).
[29]
Ibid fn 26
para
2 of the Order of the Constitutional Court.
[30]
Qwelane
fn 26
para 144.
[31]
Definition of ‘prohibited grounds’ in
s
1
(a)
.
[32]
Definition of ‘prohibited grounds’ in
s
1
(b)
(ii).
[33]
Qwelane
fn
26 para 97.
[34]
Ibid
paras
96 and 99.
[35]
Ibid
para
97.
[36]
Ibid
para
176.
[37]
Ibid
para
107
[38]
AfriForum
v NMFT
fn
28 132, cited in
Qwelane
fn 26
para 115.
[39]
AfriForum
v EFF (2022
)
fn 1 para 101.
[40]
Ibid
paras 111-112.
[41]
AfriForum
v
Malema
I
fn
20 para 93.
[42]
Hotz
v University of Cape Town
[2016]
ZASCA 159; 2017 (2) SA 485 (SCA); [2016] 4 All SA 723 (SCA).
[43]
Hotz
para
68.
[44]
Economic
Freedom Fighters and Another v Minister of Justice and Correctional
Services and Another
[2020]
ZACC 25
;
2021 (2) BCLR 118
(CC);
2021 (2) SA 1
(CC);
2021
(1) SACR 387
(CC) para 3.
[45]
Masuku
fn 3
para 154.
[46]
Hotz
fn 42
para 68.
[47]
Qwelane
fn 26
para 176.
[48]
Ibid
fn 3 paras 135 and 144.
sino noindex
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