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Tag: global

Is Levi Strauss the next Nike?

Posted on 04/08/2021 by Keith McLachlan

The pandemic has accelerated the casualisation of the workplace, since all one has to do is look smart from the waist up in a Zoom meeting: Keith McLachlan from Integral Asset Management. Hear the interview here: LINK

Master Drilling: Illustrating Value

Posted on 27/08/202027/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on March 22, 2018 I have written about Master Drilling (MDI) previously and I refer you back to these articles for some of the narrative: Master Drilling: Hidden Gem Master Drilling: The Big Mistake You will notice a consistent theme: I like them. The Group recently put out some soft…

Master Drilling: Hidden Gem

Posted on 27/08/202027/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on March 29, 2016 When I first encountered Master Drilling (MDI), I was mildly impressed and put them on the radar to follow closer. Over the subsequent three years, I began to become quite impressed with the business and its operations. Did you know that Master Drilling (run out South…

Santova: Growing & Undervalued

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on October 11, 2017 Santova (SNV) is a non-asset based supply chain manager with more than 65% of its earnings coming from outside of South Africa, including the majority of hard currency in this. Santova put out a H1:18 trading statement yesterday that can be summarised as follows: H1:18 EPS and…

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RSS Research Reports

  • Sabvest Capital – H1:25 Results – Apex Drives NAV Growth
  • Astoria Investments Ltd – H1:25 Results Note – Lots of Dry Powder on Hand
  • Stor-Age Property REIT Limited – FY 25 Results – Steady Performance
  • Astoria Investments Ltd – Results Note – Rough in the Diamond
  • Astoria Investments Ltd – Results Note – Marine Diamond Operations Take a Hit

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