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Tag: santova

Santova: Not Smooth Sailing (Yet)

Posted on 18/06/202411/06/2024 by Keith McLachlan

An unappreciated aspect of active investing is that it sometimes it looks somewhat “passive”. Instead of trading in and out of stocks, an active investor is constantly checking and confirming their views. Assuming the facts and their opinion remain the same, their investments remain the same and, thus, this process can often look like inactivity….

Santova: A Great Business

Posted on 21/06/202315/06/2023 by Keith McLachlan

Santova Logistics (SNV) has been a long-running stock pick of mine (for a decade or more by now!), and the Group’s latest set of results reinforces the stock’s validity as growth story. Check out my previous article on the Group here (Could Santova be a multi-bagger?). In a recent JSE panel of stock pickers (SA…

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…

Santova: Global But With a Domestic Rating…

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Originally posted on December 4, 2019 Santova Logistics (SNV) has been a core holding in the ASM Fund since its inception due to its unique, capital-lite business model with global reach and the potential for a compounding network effect across its operations. In brief, Santova offers a fourth-party logistics (“4PL”) solution for clients….

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