Tiger Brands: Where did it all go wrong?Â
Tiger Brands has long been referred to as a high-quality, blue-chip company that is held by a number of top local asset managers.
AVI
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Iraj Abedian, respected and principled CEO of Pan African, isn’t buying spin doctoring from corrupted and deeply implicated KPMG and McKinsey.
Sasha Naryshkine’s expert insights: Famous Brands, Shoprite & Anglo American
In company news today, Sasha Naryshkine analyses the latest updates coming from Famous Brands, Shoprite, and Anglo American adding his expert insights to the numbers in the spotlight.
Sasol share price 35 years after listing: 28.5% annual return
As you’ll hear from this interview, Vestact director Sasha Naryshkine does his homework. Sasol, he says, was listed in 1979 at 100c a share. Had you been fortunate enough to buy the stock 35 years ago and simply put them away in a drawer, their annual compound growth rate of 28.5% handily surpasses even that … Read more
AVI: Managers shine in capital allocation, now of size to attract offshore takeover interest
AVI is a pure consumer play. It includes brands like Pyotts and Bakers biscuits, Coty and Yardley cosmetics, I&J fish, and Five Roses and Frisco tea and coffee, all of which are aimed squarely at the South African mass market. Thus, the outlook for AVI should be a little troubling as interest rates are rising … Read more
Big things on the horizon for Sasol as M&A activity ticks up
We’re at a point in the economic cycle where we’re seeing a lot more M&A activity. Stock prices have run hard, and in places like the US, valuations are so high that it’s hard for companies to resist the urge to use their pricey stock to buy up attractive businesses. This can be a mixed … Read more