HEAD OF STEAM
By Brendan Ryan
Tension between Spoornet and the coal exporters has been exposed again, following evidence at a recent Competition Tribunal hearing. It seems the blame for less than optimal coal exports lies with both parties. Spoornet and it...
HOLED LIKE A SWISS CHEESE
By Nicky Smith
We may never know why Aveng decided to abandon its 46% stake in Holcim SA. After seven months of "constructive engagement" with Swiss partner Holcim Switzerland, Aveng has decided to take R6,8bn in cash and walk away. The trigger is th...
ON YOUR SIDE - NO, REALLY
By Chris Gilmour
There is also a firm commitment to the Australian operation, Franklins, after much speculation that it might be sold off after years of battling. We're also seeing what seems to be an evolutionary approach to centralised distribution. Badmin...
TRICKS OF THE TRADE
By Sibonelo Radebe
Harish Mehta, chairman of Durban-based Clearwater Capital, has pulled the Mzi Khumalo trick on his fellow black economic empowerment (BEE) partners in property loan stock company ApexHi. Clearwater Capital will be laughing all th...
PROPERTY
By Ian Fife
Private investors and institutions scrambling for listed property shares have been pushing initial yields of JSE funds to record lows. If you're aiming to build a property fund portfolio, you might want other opportunities as we...
WHY ALTER NOW?
By Larry Claasen
Is it time for DataPro to migrate from AltX to the JSE's main board? "We get that question a lot," admits executive chairman Tony van Marken. It's understandable, with a market cap of R1,52bn - making DataPro the largest company on ...
A NEW PATH INTO THE FOREST
By Andrew NcNulty
Anglo American's plan to unbundle its stake in forestry and paper group Mondi in July this year will create a new vehicle for investment in this sector. For many years, the only large stock listed on the JSE in this sector ...
WHERE TO FOR ADCOCK?
By Shoks Mzolo
When Tiger Brands unbundled its stake in Spar two years ago, it became clear that the parent company intended to unlock value by shedding non core assets. Though details are scant, Tiger's recent announcement that it will shed its he...
TRAVELLING LIGHT
By Larry Claasen
If Mario Pretorius had his way, he would pay dividends on a monthly basis. The CEO and founder of telecom company TeleMasters argues that if he can pay salaries and commissions every month, what's stopping the company from paying di...
COMPUTER SERVICES
By Larry Claasen
DATAPRO Ord price 175c
COMPUTER SERVICES
By Larry Claasen
DATACENTRIX Ord price 450c...
GENERAL RETAILERS
By Chris Gilmour
PICK 'N PAY STORES Ord price ...
INVESTMENT SERVICES
By Heather Formby
PSG Ord price R27,50<...
GENERAL MINING
By Brendan Ryan
AVOID SALLIES Ord price 90c
MOBILE TELECOMMUNICATIONS
By Larry Claasen
TeleMasters Ord price 249c...
DIAMONDS & DOGS
By Jamie Carr
Diamond Selco It is one of the immutable laws of domestic entertaining known as the Eskom Paradox - namely that there is a direct link between the quantity and importance of your guests and the probability that there will b...
