MARC HASENFUSS: Can a ‘Mickey Mouse’ company take on a JSE giant?

"How can a Mickey Mouse company with a R100m market capitalisation take on Naspers with its deep pockets and a deep understanding of the market?"

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MARC HASENFUSS: Howden’s heated affair

Howden’s general meeting on December 12 might be a heated affair

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MARC HASENFUSS: In a sweet spot

Any punters who snapped up ISA shares in 2008 at 23c are undoubtedly happy campers

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MARC HASENFUSS: Going to waste?

Interwaste believes Séché, which operates in 15 countries, will be able to bring its products and services to a broader customer base

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MARC HASENFUSS: Raise a glass to Brian Joffe

I wonder whether Distell might be paying Joffe a friendly visit before Long4Life beverages segment decides to shift into alcoholic brands

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MARC HASENFUSS: Pembury must do its homework

So it seems Pembury is keen to re-establish its JSE listing even though the matter of the share’s prolonged suspension is not openly addressed

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MARC HASENFUSS: Christo Wiese’s molehill …

Invicta did not offer a surfeit of detail on the reportable irregularity in its financial statements … or even at the AGM

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MARC HASENFUSS: Why Astoria is a bastion of security

In this fractious market the passive offshore investment vehicle Astoria is starting to look like a bastion of (relative) security

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MARC HASENFUSS: Losing trust in Trustco

Turning profits on the income statement with the help of asset revaluations is a dangerous game

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MARC HASENFUSS: Remgro’s smouldering returns from British American Tobacco

British American Tobacco has been one of the best performers, albeit undisclosed, in Remgro’s portfolio of investments

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MARC HASENFUSS: Adrenna’s Oz twist

Small property group Adrenna, which trades at an enormous discount to its minuscule Cape Town-based property portfolio, has taken a surprise turn

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MARC HASENFUSS: Time for a change at RMH

There is a long way to go before investors recognise RMH as an investment company rather than a holding company or proxy for FirstRand

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MARC HASENFUSS: Why Workforce Holdings is worth a nibble

For the past four and a half years the company has generated about 150c a share in good quality earnings

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MARC HASENFUSS: Rain on the (Grand) parade

Something had to give at Grand Parade Investments, with shareholders increasingly frustrated with the board

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MARC HASENFUSS: A problem at Curro

Is a break-even situation the best Curro shareholders can hope for?

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MARC HASENFUSS: Sabvest an example for others

Sabvest is the one part of my humble portfolio that does not keep me awake at night

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