CIL: H1:17 Earnings Miss, Share Price Misses More

I have written about Consolidated Infrastructure Group (CIL) a number of times (see this), but after the stock’s earnings miss yesterday I think I should update that view. I cannot speak for the market, but I was expecting HEPS of … Continue reading

PBT Group: Very Much Worth Looking At…

Extracted from AlphaWealth Prime Small & Mid Cap Fund’s Q1:17 factsheet (download full factsheet here): “Following Stellar Capital’s acquisition of the Prescient Financial Services cluster from Prescient Ltd, the remaining listed company renamed to PBT Group Ltd. What is PBT … Continue reading

Small Caps With Foreign Exposure

There is a misconception that the small (and mid) caps on the JSE are purely domestic. While historically relatively true, many small caps have steadily pushed outside of South Africa in the last decade or three. Let’s pause and consider the … Continue reading