Messmart’s pink elephant in the room

Massmart continues its downward spiral, with negative real growth and an inability to fix Game.

Transaction Capital: still my favourite

The latest interim results from Transaction Capital serve as another reminder of why I love (and own) this company.

Pick n Pay: a new Boone sweeps clean

Pick n Pay looks stronger than ever before. CEO Pieter Boone is clearly having a positive impact on the group.

CMH’s blockbuster year

Combined Motor Holdings (or CMH as everyone calls it) has released financials for the year ended February 2022. With Headline Earnings per Share (HEPS) up 117%, it was a year to remember.

Mr Price writes another cheque

Mr Price has been on the acquisition trail with a vengeance. The latest deal is for Studio 88 Group, a substantial retail group that operates several fashion chain stores.

A Boone for Pick n Pay

You're familiar with the saying "the bane of my life" but you may not be aware that the opposite is a "boon" - and recently appointed Pick n Pay CEO Pieter Boone seems to be enjoying his early days with the company, as the latest results look pretty good.

Famous Brands: uncertainty around earnings

Famous Brands, purveyor of fine calories in the form of burgers, pizzas and many other types of yumminess, has given a voluntary update for the year ended February 2022.

Transaction Capital continues to impress

Ahead of its AGM today, the company released a detailed update on its operations, including commentary on the financial performance in the first four months of the 2022 financial year.