ANALYSE THIS: Renaissance Capital’s Kabelo Moshesha
We analyse Kabelo Moshesha, metals & mining resources analyst at Renaissance Capital
If someone came to you tomorrow with R100m to invest in just one company, which would it be? We can rule out mining companies. I’ve been working as a metals and mining analyst for more than three years now. What I’ve found is that most mining companies find it difficult to create value over the long term. Which talent would you most like to have? A photographic memory. What was your first job? I worked as a waiter in a pub in Springs. If you found a lottery ticket tomorrow that had won $100m, what would you do with it? Cash it in. Give 100% to a fund manager for a few years. I would then commit myself to donating 50% of the returns to charitable organisations and 50% I would use to travel the world with my wife. After having travelled for a few years, I would invest 100% of the funds into existing opportunities. How much was your first pay cheque and what did you do with it? Post-qualification, it was about R11,000. In line with my culture, this was offered to my uncle. He decided o...
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