Archive for Mar, 2022
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Unlock the Stock: Bell Equipment
Bell Equipment is positively exposed to the commodity upswing that is dominating markets.
Irongate: playing hard-to-get worked
Irongate Group has entered into a scheme implementation agreement with Charter Hall PGGM Industrial Partnership No.2 (just rolls off the tongue, doesn’t it?) through which Charter Hall would acquire 100% of the units in the
Famous Brands goes (almost) vegan
Famous Brands is on the acquisition trail again. Sometimes this works rather well and other times it becomes a complete disaster, like the small mistake of Wakaberry (remember that?) and the very large mistake of Gourmet Burger Kitchen.
Nampak has a wobbly
The market dished out a slap to Nampak that even Will Smith would be proud of. The share price closed nearly 7% down after releasing a voluntary trading update for the five months to the end of February 2022.
KAP shows strong momentum for FY22
KAP has provided an operational update and trading statement covering the eight months to 28 February 2022. This is effectively the most recent interim period (for which results were released) plus another two months.
Barloworld: masters of tough times
Barloworld rallied more than 9% yesterday based on a voluntary trading update for the five months to 28 February. The share price has taken a nasty knock this year based on the group’s exposure to
ADvTECH shows (cost) discipline in the classroom
For the year ended December 2021, ADvTECH achieved revenue growth of 8%. The Schools South Africa division could only manage revenue growth of 4% and the Tertiary / University division achieved a similar result. The
Renergen announces another strategic investor
Renergen’s projects are full of helium and so is the share price, with another 9.7% increase yesterday. The year-to-date performance is now a 27.7% jump, which is a wonderful return especially when viewed against global
Hulamin: a big result but no dividend
Hulamin released a cracking set of the results for the year ended December 2021. Much of it seems to have been priced in, as the company only closed 2.8% higher.
Bell: the company, not the distractions
After a year in which the focus was firmly on the shareholders of Bell Equipment rather than the company itself, the group will be pleased to report a solid set of numbers for the year ended 31 December 2021.