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SHARE TRACKER: August 2019

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%…

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Update RH Bophelo – 2019/07/04

One of the stocks that we have regularly followed is healthcare group RH Bophelo which aims to be a meaningful player in the hospital and healthcare resource development sectors. RH Bophelo originally came to the JSE as a Special Purpose Acquisition Company (SPAC) and has subsequently conducted a number of transactions to help develop its portfolio. In…

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SNAPSHOT: Updates on the JSE-listed SPACs – 2019/05/05

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…

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UPDATE: RH Bophelo

In a recent post , we posted an update on JSE-listed healthcare group RH Bophelo. Below is an update on further directors dealings from this week. On 21 February, chairman John Oliphant conducted the following transactions: Number of shares: 2 200 Highest price per share: 984.00 cents Lowest price per share: 880.00 cents Average price per share: 900.00 cents Value of…

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SNAPSHOT: RH Bophelo

The JSE healthcare sector has been dominated by Mediclinic and Netcare but RH Bophelo are doing some interesting things and might be worth watching. As a reminder, RH Bophelo listed on the JSE in July 2017 as a Special Purpose Acquisition Company (SPAC) raising in excess of R500m. The company is driven by the highly regarded…

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Reviewing the SPACs on the JSE

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…

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