HCI and the Discovery of Worlds Largest Deep-Water Oil Field
The Venus-1X offshore exploration well has discovered 11,3bn barrels of oil (BOE) off the coast of Namibia. This could be the worlds...
Ellies
I know there's quite a few Ellies investors here on #fintwit but I'm just not sure I see the value. - EBITDA losses in 3 of the last 5...
Thungela Long Term Outlook
At these levels I think Thungela is overpriced. There I said it. #JSETGA was spun-off from Anglo #JSEAGL just last year on the back of...
OneLogix Special Situation
OneLogix is currently trading on a P/NAV of 0,75. To the value investor this would seem like an obvious buy. You're buying R1 in assets...
Frontier Transport Holdings - Report and Valuation
Screening I like to begin my screening process by looking for low EV/EBITDA shares that have declined in price in the last few months. I...
Caxton - Report and Valuation
Caxton and CTP Publishers and Printers Limited (JSE:CAT) Caxton (CAT) is a JSE listed publishing, printing, and packaging company that...
Defying the Fade at WCM - Capital Allocators, EP.162
A Discounted Cash Flow, or DCF for short, is one of the most common methods employed by equity analysts the world over to determine the...
Transaction Capital - Report and Valuation
With a market capitalization of R26bn Transaction Capital (TCP) is by no means a small company, in fact by market capitalization it...
City Lodge Report
City Lodge (CLH) is a high-quality business and has been since inception in 1985, when it was formed by Swiss hotelier Hans Enderle. The...
JPMorgan Chase & Co Report
JPMorgan Chase & Co (JPM) is trading at $153,51 at the time of writing (17/03/2021). This is after the bank stock has experienced an...
Delta Air Lines Report
Given how the pandemic has altered our way of life, and specifically banned travel at times, it shouldn't be a surprise that Delta's...
Alibaba Report
Alibaba (BABA) has fallen rather sharply from its September highs of $320, retreating as much as 34%. But does that mean you shouldn’t...

















