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Brief Look at Transaction Capital
Transaction Capital (TCP) is quite a topical counter these days: not only is it newly-listed, but its Bayport subsidiary plays in the hotly-debated unsecured lending space and the Group’s maiden listed...
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Brief Glance at Blue Financial Services
I recently sat down and had a good chat with Blue Financial Services CEO, Johan Meiring, concerning an update on the Group’s turnaround and broader prospects. While the share price has dropped by...
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A Brief Look at Trustco
Trustco (TTO) is a Namibian-based Group with unique SADC interests in micro insurance, micro finance (educational loans through the Institute for Open Learning), financial services, technology and...
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Unsecured Security: African Bank, Capitec and Transaction Capital
African Bank (ABL) announced after the close of the market yesterday that it expects its HEPS to drop by 25% to 28% for its H1:13 ending March 2013. The unsecured lender cites a lower yield, elevated...
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A Brief Glance at Afrimat
Afrimat released its FY 13 results last week, reporting revenue up 34% to R1.3bn (FY 12: R1bn) and HEPS growth of 23% to 76.9cps (FY 12: 62.6cps). The Group produced excellent cash generation and...
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Update on Calgro M3
Calgro M3 (CGR) released its FY 13 results with revenue rising by 55% to R798m (FY 12: 515m). The Group’s GP margin widened to 18.53% (FY 12: 15.44%) lifting HEPS up by 40% to 71.84cps (FY 12:...
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A Brief Glance at Imbalie Beauty
Imbalie Beauty (ILE) released their FY 13 results a couple weeks ago and I went and chatted to the CEO. In a nutshell, Imbalie’s FY 13 revenue rose 15%, but margin pressure and some once-offs and...
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Drilling into Master Drilling
July is the market’s quiet season, well, at least as far as scheduled news flow and company results go. Thus, I like to use this period to look into all sorts of interesting things. This July, one such...
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A Brief Look at Interwaste
Interwaste (IWE) is really a national integrated waste management company from collection to transport and disposal. This includes collection of waste via a fleet from predominantly large corporate...
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AdaptIT: An Early Stage EOH?
I am not going to go into my valuation of AdaptIT (ADI), but I am going touch on what I see as the potential beginnings of another EOH (EOH). AdaptIT was formed by the joining of AdaptIT with old...
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