Investing
Share price plummets but TFG defends strategy
TFG's model of spreading its business over various brands and geographies has not worked out this year. But the online arm is growing ever stronger.
4Sight: One for the watchlist
After a nine-year journey that would surprise small-cap sceptics, the technology firm has posted a strong set of results and now positions itself as a growth company with plans to meaningfully increase scale and profitability.
KAP boosted by Gulf supply squeeze
Fuels and chemicals producer Sasol and coal exporter Thungela have been the obvious JSE beneficiaries of the Strait of Hormuz closure, but diversified industrial counter KAP has quietly joined the rally.
The coal miner that looks cheap until you read the small print
Coal mining group Salungano, which was long in limbo, is finally making money again — it’s just that it owes R2.2bn in mine closure costs it has no way to fund, and not many analysts are paying attention.
THE FINANCE GHOST: It’s a long way to walk in shoes that are too big
There is a huge demand tailwind for CrowdStrike. And as the only cybersecurity company selected by both OpenAI and Anthropic to provide security for new model releases, it has a compelling story to tell investors around industry leadership
Nampak glows after its rescue
The restructuring and streamlining of Nampak that began in early 2023 continued, until, three years later, the company is no longer in trouble, and renewed growth and business expansion is expected
Calgro: Cleaning house
Like all property developers, Calgro is actively seeking new land banks in strategic locations with the potential to become the next phase of the business’s growth.
Crude price helps boost HCI
HCI charts a steady course, with debt reduction one of the consistent goals.
A bold Tiger tries new stripes
After three years at the helm, Tiger Brands CEO Tjaart Kruger is confident the company is positioned for growth. And why would you not sell Beacon, if Cadbury chocolate is so much nicer?
ANDREW BOULTON: Fluff up your tailings feathers and go for gold with Pan African
The goose looks good as gold produced by Pan African from tailings now exceeds the amount of gold produced from underground mines
THE FINANCE GHOST: Retail’s new superpower
Prime store sites are no longer the key factor: who really cares where the scooters are coming from as long as your groceries arrive quickly and with the least bit of effort from yourself?
Can Reunert’s new boss rewire 20 years of dead current?
Reuters has frequently not met market expectations, and the interim results released in May did not prove that its latest growth narrative was translating into earnings. Applied electronics fared best; electrical engineering deteriorated most.
After the rally, property stocks are entering a new phase
Given higher inflation and interest rates, you might have expected the listed property sector’s recovery to have come to a screeching halt. Instead, several stocks continue to trade at seven-year highs.
Can Afrimat put its year from hell behind it?
Afrimat has just had its toughest year since 2008: everything that could go wrong did.
WeBuyCars hits a speedbump
New Asian entrants have forced traditional brands to respond with lower pricing of their own, which means the competitive pressure on used vehicles may intensify




























