Tuesday, November 19, 2024
Tag:

Logistics

Unlock the Stock: CA Sales Holdings

In this edition of Unlock the Stock, CA Sales Holdings spoke to the strategy that has delivered much success for the group. There was a vibrant Q&A session at the end as usual.

Unlock the Stock: Karooooo

Karooooo joined the Unlock the Stock platform for the first time to talk about the company results and strategy. The session included a vibrant Q&A.

Unlock the Stock: Equites Property Fund

Equites Property Fund joins Unlock the Stock for the first time. If you're interested in industrial property, this is a great discussion.

Grindrod: now that’s a terminal growth rate

Grindrod is winning because Transnet is losing. With a successful port and terminals operation in Mozambique, shareholders are smiling.

Sirius: why price / NAV matters

I warned throughout 2021 about Sirius' share price trading at a premium to NAV. This is the result of bad multiples happening to good people.
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