MARC HASENFUSS: Quantum anticlimax

Looking at Quantum’s half-year to end-March results now, a few punters might wonder if the ructions were justified

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MARC HASENFUSS: Believing in Brian Joffe

A rejigged Long4Life, it might be argued, would not really hold a portfolio that justifies a continued listing. I disagree

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MARC HASENFUSS: No midlife crisis for CMH

In June last year, when Covid was just starting to rage in SA, CMH trundled down to under R10 on the JSE. The share has since doubled

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MARC HASENFUSS: Discerning the real value play in Trematon

At the moment the share price is asking some serious questions

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MARC HASENFUSS: Sobering stuff in JSEville

I wonder if Mediclinic, which is still convalescing from this prolonged bout of Covid, would not be thinking of taking another tilt at Spire?

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MARC HASENFUSS: The boat that rocked

The JSE was hardly a calm pond this week, and a variety of corporate actions are causing some serious ripples

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MARC HASENFUSS: Second time lucky?

Flipping through Astoria’s recent annual report has made me think twice

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MARC HASENFUSS: Ascendis’s car-crash debt

Ascendis CEO Mark Sardi likened the health-care conglomerate to “driving a Ferrari with the handbrake on”

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MARC HASENFUSS: GPI playing its cards right

Apparently there is a 40% return to be made on Grand Parade Investments if investors back management’s efforts to realise assets and unlock value

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MARC HASENFUSS: Taking a high-risk swing at Sun International

CEO Anthony Leeming is doing a fine job keeping a lid on costs and driving efficiencies

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MARC HASENFUSS: Fishy business

It’s a brave buyer willing to take over a local fishing entity while the Frap is still bobbing around on a tide of uncertainty

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MARC HASENFUSS: Old dog, new tricks

British American Tobacco listed on the Nasdaq? That would look out of place. But some folks are taking this smoky speculation quite seriously

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MARC HASENFUSS: Keep a close watch on RCL’s chicken business

Sea Harvest has pulled off an astounding turnaround in its Australian business

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MARC HASENFUSS: Say it isn’t so, Value

I did not expect consistently profitable logistics counter Value Group to test shareholders around a buyout offer and delisting

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MARC HASENFUSS: Underrated outperformers

Agri-services conglomerate Kaap Agri probably deserves wider recognition for its success in cornering a superb retail niche with its Agrimark brand(s)

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MARC HASENFUSS: Backing the right jockey

I’d back Astral all the way, unlike some shareholders who bizarrely voted down the company’s remuneration resolution

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