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
MARC HASENFUSS: Cheeky but serious

Some punters paid the price for optimism at troubled building supplies conglomerate Dawn when they caught sight of a cautionary in mid-November

BL PREMIUM
MARC HASENFUSS: The sap is rising, but not the share price

Sentiment may turn if Kaap Agri’s interim results show that the company emerged from the prolonged drought with very little lasting damage

BL PREMIUM
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?"

BL PREMIUM
MARC HASENFUSS: Howden’s heated affair

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

BL PREMIUM
MARC HASENFUSS: In a sweet spot

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

BL PREMIUM
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

BL PREMIUM
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

BL PREMIUM
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

BL PREMIUM