As part of our commitment to raising awareness of small and medium capitalisation shares on the JSE, we will be giving investors the opportunity to engage with management at a variety of JSE-listed businesses.
The third company we are profiling is dual-listed energy business Renergen which has been identified as one of the most exciting listings…
2020 has kicked off with no shortage of excitement, with global geo-political tension front-of-mind for many investors. While there has not been a lot to shout about in the last few years for small-cap investors on the JSE, there might be some light at the end of the tunnel.
The below graph tracks the performance of…
This dual-listed renewable energy player has recently commissioned research which values the share at R18 (a premium to the current R8/share). We take a closer look at the share and its key fundamentals.
Renergen currently has a market capitalization of R901m having listed on the AltX exchange in June 2015 and it also has a secondary…
As a data-driven platform, we spend a lot of time analysing Google search terms and search trends. This allows us to identify where investors are seeking information related to specific company share prices.
This list may provide insights into interesting investment opportunities, particularly in the small and mid-cap space.
4Sight Holdings
The technology group is down 51%…
Renewable energy sources are particularly topical at the moment as there is a global shift away from the likes of coal and other fossil fuels. This is a particularly relevant topic for South Africans who are looking to make investments into renewable energy projects, through funding mechanisms via the likes of the Black Industrialist Scheme…
The Special Purpose Acquisition Companies which listed on the JSE in 2017/18 have begun to establish themselves as trading entities. We take a look at their performance over the past 12 months and look at the newsflow from these businesses.
Company
Sector
Market Capitalisation
30 Day Average Daily volume
Price to Earnings multiple
Dividend Yield
12-month share price performance
Capital Appreciation
Information Technology
R1.1bn
177 690
7.7
5.9%
-6.58%
GAIA…
The data analytics on our site have suggested that there has been a spike in interest in the Special Purpose Acquisition Company (SPAC) vehicles that have been listed on the JSE and how they have performed in 2018.
We previously reviewed these SPACs in June 2018 .
Please find below an update on their respective performances:
Company
Sector
Market Capitalisation
30-day…
The JSE comes in for a lot of criticism around its lack of innovation but the introduction of the SPAC (Special Purpose Acquisition Company) vehicles has arguably been one of the best tools for bringing capital to high-growth businesses in sectors which are typically under-represented on the JSE.
These sectors include energy, healthcare and technology.
Simplistically a…
Reporting season is in full swing at the moment and investors are looking for a chance to catch their breath.
These are the interesting small and mid-cap stories from Thursday 31 May 2018:
Hulisani
As a minority shareholder (and somebody who is bullish on the story), it is frustrating to see the company taking R75m of impairments less…
After a very volatile trading week, investors on the JSE will be able to breathe a sigh of relief this Monday with US and UK markets closed.
This was some of the small and mid-cap market news we spotted on Friday:
The battle for Murray & Roberts is fierce
The construction group continues to have to fend off…