Archive for May, 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
The US dollar is calling the shots
In an uncertain market, one thing has been stable: given time, the US dollar is the ultimate market mover.
Ghost Bites Vol 18 (22)
Gold Fields and Famous Brands were my focus areas on the day, with important announcements as always from many other companies.
Famous Brands – results fresh out the oven
After releasing results for the year ended February 2022, Famous Brands rallied by as much as 11% before settling down to a 4.9% gain by lunchtime on Tuesday. As a quick reminder, Famous Brands is
Gold Fields bets the farm – the market hates it
Gold Fields has announced a huge merger and the market seems to hate it. I can see why.
Ghost Bites Vol 17 (22)
Bidcorp, Adcorp, Momentum Metropolitan, Sygnia and others released earnings updates into a green day on the market.
Ghost Bites Vol 16 (22)
Companies like Pepkor, HCI, Gemfields, Nedbank and Finbond released updates on Friday. You can find all the details in Ghost Bites.
South Africa needs to catch up on infrastructure spend
Comparing South African infrastructure spend as a percentage of GDP relative to other countries tells an interesting story.
Honest Money guest appearance: active vs. passive investing
Active vs. passive investing is a common debate in finance. With Warren Ingram as the host of Honest Money, we discuss fresh perspectives on it.
Unlock the Stock: Calgro M3
Calgro M3’s management team joined Unlock the Stock to give a presentation of the business and answer questions from investors.
Invest in private debt yielding 6.7% in GBP
As the longest bull market run in history comes to an end and inflation continues to rise steeply, investors are faced with the prospect of becoming poorer in real terms.