NEWS ARCHIVES


27 July 2021

Amplats' Christmas in July

Anglo American Platinum has declared a magnificent dividend, with yesterday's closing price reflecting a 19% annualised dividend yield.

Liberty Two Degrees grinds out a dividend

Liberty Two Degrees has released results for the six months to June 2021 and is now trading on an annualised dividend yield of 6.4%.

Merafe’s chrome shines brightly

The theme in mining at the moment is that production and prices are higher. It's no different for ferrochrome, to Merafe's benefit.

Tiger Brands is deep in the Koo

Tiger Brands doesn't have an enviable food safety record. The latest issue pales in comparison to Listeriosis, but will still cost the company a fortune.

PSG Group Limited

Liberty Two Degrees Limited




26 July 2021

Distell's cup runneth over

The gap between corporates and small businesses continues to widen, as Distell posted a strong result under the circumstances.

Famous Brands' through-the-cycle update

The food franchise group has released an operational update that includes comparatives to 2019. They tell quite the story.

City Lodge checks out of East Africa

City Lodge will sell its interests in Kenya and Tanzania, raising R460m for the group and cutting substantial operating losses.

The Week Ahead

Strong earnings from US tech stocks driving the S&P 500 higher.

MAGIC MARKETS PODCAST: Sell-offs and Sell-outs

ESG, Bitcoin, bond yields vs. share valuations and thoughts around when to sell winners. The latest episode of Magic Markets touches on all these topics.




23 July 2021

The PGM Olympics

At the current valuation multiples, you only need to believe that platinum group metals will be relevant until the next Olympics.

Cashbuild delivers trading density growth

Cashbuild's sales growth has been driven almost entirely by existing stores and helped along by high product inflation.

Mauritius opens doors to international travellers

The country has finally reopened its borders to both vaccinated and unvaccinated visitors as from 15 July 2021, following a significant lull in international travel activities...

Who's doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies

Who's doing what in the African M&A space?

Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies




22 July 2021

Netflix's demanding valuation is hard to watch

Netflix's free cash flow pressures have continued as I expected. Will the introduction of gaming help the company slow down the content creation treadmill?

Netstar gives fascinating data on the riots

The disruption to supply chains has been laid bare and the gap between big corporates and SMEs has surely widened as a result.

Transnet continues to be the fly in the soup

Port disruptions last week were understandable, but the underlying state of our rail network is creating longer-lasting problems.

Mr Price gives another civil unrest update

Mr Price suffered the loss of 111 stores, which the company intends to reopen based on specific circumstances of each store.




21 July 2021

Truworths dragged down by UK business

Group sales growth of 0.5% is thanks to a decent performance in South Africa, as UK sales took a nasty 12.9% drop in rand terms.

Mining houses on the right side of the cycle

BHP, Anglo American, Kumba and Anglo American Platinum released important updates showing the benefits of high commodity prices.

Pick n Pay and Shoprite give their riot updates

The leading grocery retails suffered damage to as much as 10% of their footprints, but the supply chain capabilities have proven to be resilient.

Karooooo invests in its growth

Karooooo's EBITDA is down, but this is typical of growth stocks that are investing heavily in subscriber growth (which was up 22% in constant currencies).

Northam Platinum Limited

Imperial Logistics Limited




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