Naspers/Prosus share swap approved – anything but plain sailing
The Naspers/Prosus share swap transaction has divided opinions across South Africa’s shrewdest investment managers.
Delphine Govender
Delphine Govender on Naspers/Prosus china risks, large firms joining share swap party
Delphine Govender joined BizNews founder Alec Hogg in a discussion surrounding Naspers/Prosus controversial share swap.
Shareholders really don’t have a say – Delphine Govender on Naspers
Delphine Govender gives her view of Naspers Prosus as a steward of shareholder funds. “It does feel as though management are aware that shareholders have little in terms of rights.”
EOH CEO on interim results, turnaround strategy and legacy issues
EOH CEO Stephen Van Coller joined the BizNews Power Hour to share his fixing strategies and what the future holds for shareholders.
🔒 Alec Hogg: Until EOH’s managers believe, the market won’t
“After delivering its first half year of operating profit since cockroaches emerged, at last EOH looks to be at a tipping point,” writes Alec Hogg.
🔒 Delphine Govender: A cool head will always beat Mr Market’s insanity. Especially now.
It’s half a dozen years since star asset manager Delphine Govender left her cushy home at Allan Gray to co-found Perpetua Investment Managers.
Delphine Govender: Well done on Excon, but where’s new ideas, Mr Minister
One of SA’s smartest investment brains, Perpetua’s founder and CIO Delphine Govender, shares her thoughts on Budget 2015.
Finding the right business (and life) partner
What one needs to look for in a new business relationship has been on my mind a lot lately. So I turned to the Oracle of Omaha’s views on the subject.
Delphine Govender: There IS life after Allan Gray – launches her own unit trusts
As she opens her two unit trusts to investment from the public, Allan Gray’s former star manager Delphine Govender explains why she decided to go it alone.
David Shapiro on Abil, a bank in turmoil
It is not everyday that an announcement on the Stock Exchange News Service (SENS) creates a frenzy. Today however, Abil’s SENS announcement titled, ‘Quarterly operational update for quarter ended 30 June 2014, changes to the board, trading statement and cautionary announcement‘ did exactly that. Abil’s share price plummeted and unfortunately it seems that an air of … Read more