By Michael Denenga & Ziyanda Ntshona, Partners at Webber Wentzel
The AVCA conference in Senegal highlighted a number of themes, such as the effects of Covid, intentional investing and inclusivity
It was a wonderful experience connecting in person with members of Africa’s private equity (PE) industry again at the African Venture Capital Association…
The next company in our investment series is ZARX-listed Dale Capital Group.
Dale Capital Group is a publicly-quoted Private Equity Investment Holding Company, which has had a successful private equity track record in Southern Africa with a history of principal investment dating back to 1996. In 2007, the company was listed on the official market…
The Motley Fool team have put together a great video for investors looking for new shares to put on their radar.
We all want to feel like we’re getting a deal. We coupon, we look for discount codes, and we wait for Labor Day to head to the car dealership or the mattress store.
We…
Warren Buffett is arguably the most respected investor of all time, and for good reason. In his 54-year tenure as CEO of Berkshire Hathaway Buffett has delivered annualized returns of over 20% for investors as of mid-2019, more than twice the pace of the S&P 500 over the same period. And he's done it without…
Investing is all about getting your money to work for you, and seemingly one of the easiest ways to do that is through dividends.
It's no surprise that investors love stocks that pay dividends. It feels pretty awesome to get a dividend payment monthly or quarterly from a company you hold in your portfolio. Simply…
The global coloured gems market is estimated to turn over between $2bn and $3bn per year in rough gemstones and in some circles are being touted as the new diamond market. While the market has drummed up some interest, two of the major listed players (Gemfields and Fura Gems) have failed to fire to dat.
Gemfields…
The Federal Reserve recently announced that it's cutting interest rates, the first time it's done so since 2008. Rate cuts generally coincide with some sort of economic weakness, which makes the Fed's recent decision a bit uncommon.
The last time the Fed began a rate-cut cycle was during the Great Recession. At the time, unemployment had…
While Gemfields (previously Pallinghurst) has been a serial under-performer on the JSE, it is worth noting that the rebound in precious metals prices in recent weeks and above average volume that went through recently.
Precious metals prices
In recent weeks, the platinum price has climbed back toward the $850/ounce mark while gold has consolidated above the $1400…
Edison Advisory recently initiated coverage on Gemfields Group with a sum-of-the-parts valuation of ZAR5.01 per share. In this bitesize briefing we give an overview of the group’s three main assets, Kagem, MRM and Fabergé, and we discuss the company’s value proposition driven by strong EBITDA growth forecast over the next five years.
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Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP give some of their old favorites as well as some newer books that they love.
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A major criticism of the JSE has been that boards are often too passive are bullied by high-profile or charismatic executives who hold significant sway [but little accountability] when it comes to decisions around strategy and remuneration.
In light of diminishing returns and questions marks around executive remuneration, shareholders are beginning to take a more active…
Today's edition of Saxo's Morning Call features our Head of FX Strategy, John Hardy, and Head of Equity Strategy, Peter Garnry, discussing a spectacular equity rally as risk appetite ripples across markets.
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