RETIRING THE FIGHTERS
By Stephen Cranston
When former CE Roy Andersen decentralised Liberty in the late 1990s into a number of stand-alone business units, he said that what used to be a lumbering jumbo jet was now a squadron of fighters. His successor Myles Ruck has rebuilt the jumb...
ABOUT TO SHOW SOME BOTTLE?
By Andrew McNulty
Nampak has produced another weak set of financial results for the year to September, with headline earnings per share down by 18,4%, yet the share price is close to a five-year high. Is the group nearing the end of its long period of underperform...
LONGING FOR CERTAINTY
By Stephen Cranston
Every week the reputation of the life industry continues to deteriorate. That's the admission from Mike Jackson, new chairman of the Life Offices Association (LOA), umbrella body for the life industry. Jackson is CEO of PPS Insurance, insurance a...
LET'S SEE CARDS ON THE TABLE
By Themba Hlengani
The battle for Tsogo Sun between Johnnic Holdings and Hosken Consolidated Investments (HCI) entered another phase this week. First, HCI's offer to buy out Johnnic minorities closes this Friday (December 2), and at last count HCI had support from ...
PAYING UP TO CLEAR THE AIR
By Brendan Ryan
Highveld Steel & Vanadium (Hiveld) has embarked on a R500m programme to bring its emission control and waste management standards into line with international best practice over the next five years. Ironically, this is taking place just as con...
NOT ABLE TO WIN THIS BATTLE
By Stafford Thomas
Armaments manufacturing is a dead-end business, says Reunert CEO Bull Pretorius. Judging from results reported by its joint venture, Reutech Radar Systems (RRS), and mounting losses at state-owned Denel, his view is well-founded. During the pa...
BHP BILLITON: SETTING A LEAD
By Andrew McNulty
Speeches made at BHP Billiton's AGM last week are interesting on several counts. This group is by far the world's largest diversified resources producer. Its views on the market outlook and its investment decisions are always relevant to inves...
DIAMONDS & DOGS
By Jamie Carr
Diamond Johncom Here we go in yet another attempt to collect the Order of the Brown Nose (First Class) in time for the Christmas bonus season. Vastly improved results from the visionary publishers of the FM c...
HCI
By Themba Hlengani
Forging a conglomerate Ord price: R31,70 Div yield: 2,9% PE ...
JOHNNIC HOLDINGS
By Themba Hlengani
Critical mass Ord price: 1 240c Div yield: - PE ratio: 17,7. ...
LABAT
By Michael Coulson
Even Lazarus would envy this revival Ord price: 18c 12-month ...
LEWIS GROUP
By Chris Gilmour
Keep on trucking Ord price: 4 340c Div yield: 3,7% PE ratio: ...
METBOARD PROPERTIES
By Michael Coulson
Market could be moving in its favour Price: 485c Yield: 8,6% ...
MTN
By Duncan McLeod
Buy Ord price: 5 621c Div yield: 1,16% PE ratio: 12,9. Sector...
NAMPAK
By Andrew McNulty
Setting a base for recovery Ord price: 1 635c Div yield: 5,1%...
RAINBOW
By Michael Coulson
Astral may offer better value Ord price: R9 Div yield: 4,2% P...
REMGRO
By Andrew McNulty
Excellent record of total returns Ord price: 11 380c Div yiel...
SCHARRIG MINING
By Michael Coulson
Share price may be due for a breather Ord price: 570c Div yie...
SPAR
By Chris Gilmour
Solid stuff Ord price: R30 Div yield: 3,2% PE ratio: 14,4. Se...
TIGER BRANDS
By Chris Gilmour
Quality will out Ord price: 14 110c Div yield: 3,5% PE ratio:...
