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

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.

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