One-Liner Company Updates

We’ve been working our way through the bi-annual reporting season on the JSE and we are starting to get a good sense of where things are going. Or are not going, as the case may be. While the malaise that started … Continue reading

Master Drilling’s Great Mistake: Being Quiet

Previously I wrote the following article on Master Drilling (Master Drilling: Unknown Gem). I will not rewrite the investment case that I noted in that article for Master Drilling as a world-class, niche industrial technology play with global, growing scale and … Continue reading

Consolidated Infrastructure Group buy Conlog

Consolidated Infrastructure Group (CIL) has just announced the acquisition of Conlog. Here follows the press release sent out from CIL: CIG DIVERSIFIES WITH R850 MILLION ELECTRICTY PRE-PAID AND SMART METER ACQUISITION JSE pan-African infrastructure operation, Consolidated Infrastructure Group (“CIG”), has … Continue reading

Of Discounts & Discounts…

Things have been busy here, so I haven’t gotten much time to write anything new here for a while. And nothing has changed, so I’ll keep this short. Ethos Capital Partners (EPE) has just listed on the JSE. They have … Continue reading

CSG Holdings: Growth of an Industrial Services Group

CSG Holdings (CSG) is a stock that I hold in the AlphaWealth Prime Small & Mid Cap Fund. I have previously touched on why I like the stock before (Five Lessons I’ve Learnt in Small Caps), but I’ve never really gone into any … Continue reading