8 August 2016
Two disruptive public holidays for business within seven days. At least the Brits have it cracked by having bank holiday Mondays – in fact, dating bac...
20 July 2016
Kumba Iron Ore reports interim results on 26 July. Per the trading statement, earnings will essentially be flat on an adjusted basis. The company is g...
14 July 2016
I’ve been bearish on the Brait valuation for months now with a Trading Sell recommendation and a fair value south of the prevailing share price. It’s ...
17 June 2016
Cable & Satellite Media Naspers “Trading statement context” On Wednesday, the Bloomberg screens lit up with seemingly contradictory headlines – Nasper...
8 June 2016
“Should I stay or should I go now? If I go there will be trouble, An' if I stay it will be double” With the rather insular “Brexit” debate getting to ...
16 May 2016
Cable & Satellite Media Naspers “More brainy things” Recently, Naspers Ventures was set up in San Francisco to form partnerships with technology entre...
16 May 2016
Vodacom “To yield or not to yield” Investors have been attracted in recent years to the dividends that the two major wireless communications company’s...