MARC HASENFUSS: Sun’s Peermont gamble

When Sun International sprang its cautionary last year, the last thing the FM expected was an ex-growth bricks-and-mortar buyout. But it could see interesting ...

MARC HASENFUSS: A PensCorp buyout for the Christmas stocking?

Rumours abound that a clutch of international investors are circling PensCorp — in which Johann Rupert’s Reinet has a 48.9% share

MARC HASENFUSS: Picking up the BAT stompies

British American Tobacco shares are about as popular as a smoker in a plane toilet, but the performance of Reinet means the former BAT proxy is now firmly on ...

MARC HASENFUSS: KAL Group and Reunert: still yours at a snip

Agrimark may be one of the country's best retailers, though The Fuel Co remains a drag on performance

MARC HASENFUSS: When will the disappointment end at RCL Foods?

Defensive and apparently disengaged executives at the group have drawn the ire of increasingly impatient shareholders, who want to know when Remgro will act

MARC HASENFUSS: Altron’s Netstar is back in the game

The company is now fitting four cars every minute with its tracking devices. It’s a big improvement, but there’s still a way to go

MARC HASENFUSS: Industrial group enX roars into life

The conglomerate has produced a huge turnaround thanks to rocketing demand for its New Way Power division — and there’s more to come

MARC HASENFUSS: Big game action in Smallcapsville

Astoria’s investment in Safari Outdoor is ticking along nicely, while Caxton has all manner of options open to it

MARC HASENFUSS: At last, a juicy JSE buyout

Textainer shareholders should be delighted with the chunky premium they’re getting from Stonepeak. Now for the rest of the JSE’s bargains

MARC HASENFUSS: Grim times for Trellidor

The business, supplying security fixtures, should be booming, given the crime rate. But it’s not — which may mean a rights offer or delisting could be on the ...

MARC HASENFUSS: Why the serious money is backing Gemfields

Despite cutting its interim dividend, the company’s shares have been on a tear. No wonder some big names have upped their stakes of late

MARC HASENFUSS: HCI is not such a big gusher after all

The market was expecting big things from Namibia’s Venus oil field, but latest results suggest it will not be as lucrative as initially hoped

MARC HASENFUSS: Just the tonic Capevin needed

A R1bn price tag for its key Gordon’s gin brand wasn’t such pie in the sky after all, but please could Capevin be a little more transparent ...

MARC HASENFUSS: Fish and (wood) chips

Oceana’s latest haul supports a jump in its shares, but investors are overlooking the potential of York Timber, one of the JSE’s most frustrating firms

MARC HASENFUSS: Cash-flush Caxton for the savvy investor

The quality of Caxton’s latest results makes a mockery of its lowly market rating


Shares in Hosken Consolidated Investments are up 40% this year, but future gains now hinge on what happens to its stake in Namibia’s potentially mammoth Venus ...