MARC HASENFUSS: Head to Wescoal for opportunity

Shareholders in Wescoal must be a bit baffled by recent developments

BL PREMIUM
MARC HASENFUSS: ELB’s shocking trading update

ELB’s fortunes are in tatters after it took a severe beating with its recently awarded Gamsberg zinc project

BL PREMIUM
MARC HASENFUSS: Hard work pays off for Workforce Holdings

There have been indications that Workforce might consider separately listing its vibrant training cluster

BL PREMIUM
MARC HASENFUSS: Aquaculture poised for take off

With the long-term fishing rights allocation process on the horizon, investors willing to risk some potentially wild waters might pay particular attention to ...

BL PREMIUM
MARC HASENFUSS: Grand Parade Investments bites off more than it can chew

GPI would have expected to be serving up meaningful profits off a 90-strong store base by now

BL PREMIUM
MARC HASENFUSS: Trustco is an intriguing mystery

The interpretation by the market — and I say ‘market’ guardedly — of Trustco’s recapitalisation exercise is nothing short of bizarre

BL PREMIUM
MARC HASENFUSS: Distell could be one to slowly start sipping on

It’s taken a few years, but shareholders in liquor conglomerate Distell can surely now taste just how much CEO Richard Rushton is fortifying the business ...

BL PREMIUM
MARC HASENFUSS: Mark of true worth

It is not easy to determine if Michael Mark’s determination to remain in the CEO seat has been to the benefit of shareholders

BL PREMIUM
MARC HASENFUSS: Bland trading in local fast-food sector

Dunkin’ and ice cream business Baskin-Robbins were hopelessly under scale and unprofitable, and unlikely ever to sweeten returns

BL PREMIUM
MARC HASENFUSS: No plan hatched yet at Astral

There was a fair bit of clucking at the AGM of Astral foods, the JSE’s big bird, over ongoing high levels of chicken imports

BL PREMIUM
STEPHEN CRANSTON: Year of new contenders for asset classes

With almost all the asset classes giving negative returns, 2018 was not a year to be positioned as a raging bull

BL PREMIUM
MARC HASENFUSS: Brimstone’s intriguing role in Clover takeover

Brimstone — which is anchored on fishing investments in Sea Harvest and Oceana Group — will snag a 15% stake in the new-look Milco for R726m

BL PREMIUM
MARC HASENFUSS: Why AVI is a good catch

The company is superbly managed with a superior brand portfolio able to sustain market share gains and price increases

BL PREMIUM
MARC HASENFUSS: BEE rules — OK?

The sense is that executives will prefer to remain low-key for the next two years to clinch acquisitions and deals

BL PREMIUM
MARC HASENFUSS: Buyback bonanza for Novus

If Novus can endure these lean years and bag a smart acquisition or two, the 420c share price may offer enormous value

BL PREMIUM
MARC HASENFUSS: From Dawn to dusk

The bottom line is that Dawn is not generating enough cash flow to cover operating expenses, capital expenditure and working capital requirements

BL PREMIUM