Skip to content

SmallCaps.co.za

Small Companies, Big Investments (& Other Investing Stuff)

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

Tag: telcos

Questioning RAIN’s Valuation

Posted on 29/09/202115/09/2021 by Keith McLachlan

Empowered investment company, African Rainbow Capital (code: AIL), reported its FY 21 results last week. The Group reported a +16.3% rise in their so-called Intrinsic Portfolio Value to R12.3bn, albeit once the recent dilutive capital raise is excluded, the Group saw its Intrinsic NAV (INAV) fall -8.1% y/y. Plenty has been written about this HoldCo’s…

Sign-up

Want research in your inbox? Sign up here!

RSS Research Reports

  • Stor-Age Property REIT Limited – 1H 26 Results – Still Steady with Growth Ahead
  • Astoria Investments Ltd – Q3:25 Results Note – Probable Delisting
  • 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

Recent Posts

  • Mr Price has a Price
  • IFRS killed the Financial Ratio
  • AI Spend versus the Real-World
Tweets by keithmclachlan

Tag Cloud

alignment of interest analysis analyst buy-side domestic downside education equity executive fundamental analysis fundamentals global growth ifrs incentive investing investing theory investment investment theory jse learn learning lessons management master drilling master drilling group mine mining offshore returns risk santova sell-side short small cap small caps snv south africa stock stockpicking stocks theory upside valuation value
©2026 SmallCaps.co.za | Built using WordPress and Responsive Blogily theme by Superb