MARC HASENFUSS: Sea Harvest’s next acquisition
Observers reckoned Sea Harvest had baited the wrong hook. I think the Ladismith acquisition has turned out OK
MARC HASENFUSS: Timber in a sweet spot
York is probably going to deliver some hardy results to end-June, which will reflect on prolonged efforts to build more consistent profits
MARC HASENFUSS: The ball’s in your court
Local companies are coming out of the initial Covid clampdown with healthy numbers. The standout update was Alviva
MARC HASENFUSS: The only way is UP?
Universal Partners is a small investment company with a handful of unlisted offshore holdings
MARC HASENFUSS: Shaking things up
Speaking of mythical creatures, the activist investor — all too rare on the JSE — seems to be emerging from the woods
MARC HASENFUSS: Cash flush? Cash in!
AME, with a market capitalisation of just over R200m (and R72m in the bank), must be a candidate for a minority offer
MARC HASENFUSS: Hedging against unrest
While most pundits were suggesting Trellidor as an unrest hedge, I have been wondering about the potential for Nu-World
MARC HASENFUSS: How to rekindle PSG’s fire
If PSG signalled an intention to actively seek out new investments, the market might be a tad more interested
MARC HASENFUSS: Richemont bags a sneaky deal
Richemont has acquired Belgian leather goods specialist Delvaux, which has been going for the best part of two centuries
MARC HASENFUSS: Beastly times in the Cape
The Kommetjie baboon troop — seemingly expanded — has returned (again), and the alpha male had a wonderful time slipping and sliding around my wet roof
MARC HASENFUSS: High-stakes food delivery
While food delivery seems a fair racket, it has always seemed a rather strange taste for Prosus to acquire
MARC HASENFUSS: Life after cigarettes
Is British American Tobacco stacking up customers for its next-generation products fast enough?
MARC HASENFUSS: The nine lives of HCI
Never underestimate its ability to manoeuvre out of tight corners
MARC HASENFUSS: Deneb pulls off the big one
Deneb Investments, a small(ish) industrial cog in the Hosken Consolidated Investments empire, pulled off a big one in the year to end-March
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
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
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
MARC HASENFUSS: Discerning the real value play in Trematon
At the moment the share price is asking some serious questions
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?
