Skip to content

SmallCaps.co.za

Small Companies, Big Investments

Menu
  • About
  • Newsletter
  • Small Caps & Other Stocks
  • General
  • Blue Gem Research
  • Twitter
  • Email
  • Portfolio
Menu

Tag: global

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…

Sign-up

Sign up for SmallCaps.co.za Newsletter here...

Recent Posts

  • Is Inflation Picking Up?
  • JSE-listed Preference Shares
  • Trellidor: Building up to a Rally

RSS Research Reports

  • Renergen – Initiation of Coverage – Lighter-than-Air Falling to the Bottom-Line
  • ARB Holdings – H1:21 – Emerged Stronger
  • ARB Holdings – FY 20 – Battening Down the Hatches
Tweets by keithmclachlan

Tag Cloud

accounting alignment of interest analysis analyst buy-side domestic downside education equity executive fundamental analysis fundamentals growth ifrs incentive invest investing investing theory investment investment theory jse learn learning lessons management mine mining offshore pennystock ratio returns risk risks sell-side short small cap small caps south africa stock stockpicking stocks theory upside valuation value
©2021 SmallCaps.co.za | Built using WordPress and Responsive Blogily theme by Superb