On 10 May 2024, Sibanye released an operating update for the quarter ending 31 March 2024.:

Report date as at May 13, 2024
 

Implats is up roughly by 40% outperforming peers since our last report released in March:

Report date as at May 27, 2024
 

Macro environment pressures persist while PPC drives up price increases:

Report date as at March 19, 2024
 

Renergen released its summary of financial statements for the year ended 29 February 2024 on 8 May 2024. :

Report date as at June 04, 2024
 

Shoprite has the best margins and the most effective management, but its sheer size limits the potential for industry growth.:

Report date as at June 12, 2024
 

Redefine recently released its 1H24 results that were mixed but we have not changed our view on the company.:

Report date as at June 12, 2024
 

On 20 August, Sasol released its FY24 results:

Report date as at November 06, 2024
 

Company Update Report for Redefine Properties:

Report date as at November 12, 2024
 

Company Update Report for Aspen:

Report date as at November 20, 2024
 

MTN Nigeria continues to struggle due to the persistent weakness of the naira:

Report date as at November 27, 2024
 

Renergen: Expenses continue to outpace revenue as part of the early life cycle phase:

Report date as at December 03, 2024
 

Company Update Report for Naspers and Prosus:

Report date as at December 10, 2024
 

South Africa’s largest retailer, Shoprite, remains a market leader with ongoing growth and expansion:

Report date as at March 19, 2024
 

Trump administration supports share price gain as tariffs and menthol ban revocation supports American sale expectations:

Report date as at June 04, 2024
 

Company Update Report for Harmony Gold :

Report date as at November 26, 2024
 

Sasol: The prevailing macro and operational conditions present ongoing difficulties:

Report date as at February 25, 2025
 

Management upgrades outlook with higher second half growth:

Report date as at February 25, 2025
 

Fulfilling management’s outlook will involve securing additional contracts, driving profitability, and ensuring sterile capacity is fully leveraged:

Report date as at March 19, 2025
 

MTN leverages on Nigerian tariff adjustments to drive service revenue:

Report date as at March 26, 2025
 

Old Mutual: The bank a near term headwind in a competitive environment.:

Report date as at April 01, 2025
 

Standard Bank: Management guides for higher future profitability:

Report date as at April 07, 2025
 

PPC board approved construction of a R3 billion cement plant:

Report date as at April 16, 2025
 

Nedbank: Trading at historically low price multiples:

Report date as at April 22, 2025
 

Redefine Properties :

Report date as at May 02, 2025
 

Impala Platinum revenue down, interim results ending 31 December 2025 show:

Report date as at May 06, 2025
 

Capitec: Continued growth in a saturated market:

Report date as at May 13, 2025
 

Harmony Gold revenue increased, interim results ending 31 December 2024 show:

Report date as at May 19, 2025
 

Renergen: Expenses continue to outpace revenue growth:

Report date as at May 27, 2025
 

Combustible volume decline and lower than expected NGP growth lowers our forecasts :

Report date as at June 04, 2025
 

Aspen earnings at risk amid vaccine disputes:

Report date as at June 10, 2025
 

MTN faces a challenge from Turkcell in its Constitutional Court appeal over the Iran licence dispute.:

Report date as at June 18, 2025
 

The latest financial information release by Sibanye Stillwater:

Report date as at June 23, 2025
 

Sasol’s Capital Markets Day signals optimism for the company’s future.:

Report date as at July 01, 2025
 

In our last report on Naspers and Prosus (in January 2025), we discussed Naspers and Prosus half year FY2025 results:

Report date as at July 08, 2025
 

PPC navigates challenging market amid subdued demand and limited infrastructure activity:

Report date as at July 15, 2025
 

Exceptional customer engagement and sharp execution continue to drive Shoprite’s leadership in the industry:

Report date as at July 21, 2025
 

Renergen shareholders vote in favour of ASPI takeover:

Report date as at July 29, 2025
 

Redefine Properties Ltd.:

Report date as at August 05, 2025
 

Harmony Gold :

Report date as at August 11, 2025
 

Sibanye Stillwater :

Report date as at August 26, 2025
 

Mr Price Group Limited:

Report date as at August 26, 2025
 

Reinet Investments :

Report date as at September 08, 2025
 

Microsoft Corporation:

Report date as at September 15, 2025
 

Gold Fields :

Report date as at September 22, 2025
 

Woolworths Holdings Limited:

Report date as at September 29, 2025
 

Discovery Limited:

Report date as at October 06, 2025
 

Growthpoint Properties:

Report date as at October 15, 2025
 

LVMH Unsponsored ADR :

Report date as at October 21, 2025
 

BHP Group:

Report date as at October 28, 2025
 

Fortinet Inc :

Report date as at November 03, 2025
 

Remgro Limited:

Report date as at November 10, 2025
 

Diageo plc:

Report date as at November 17, 2025
 

Eli Lilly and Company :

Report date as at November 24, 2025
 

Compagnie Financiere Richemont:

Report date as at December 02, 2025
 

Outsurance Group Limited :

Report date as at December 09, 2025
 

NextEra Energy Inc:

Report date as at February 03, 2026
 

Shoprite Holdings Limited:

Report date as at February 10, 2026
 

FirstRand Limited:

Report date as at February 17, 2026
 

RTX Corporation:

Report date as at February 24, 2026
 

Alphabet Inc:

Report date as at March 03, 2026
 

Berkshire Hathaway Inc:

Report date as at March 10, 2026
 

Amazon.com, Inc.:

Report date as at March 17, 2026
 

Anglo American Plc:

Report date as at March 24, 2026
 

Deutsche Telekom AG:

Report date as at March 31, 2026
 

JPMorgan Chase & Co.:

Report date as at April 07, 2026
 

Nestlé S.A.:

Report date as at April 14, 2026
 

Bidvest Group Limited:

Report date as at April 21, 2026
 

Standard Bank Group Limited:

Report date as at April 28, 2026
 

British American Tobacco p.l.c:

Report date as at May 05, 2026
 

Pfizer Inc:

Report date as at May 13, 2026
 

TotalEnergies SE:

Report date as at May 19, 2026
 

Absa Group Limited:

Report date as at May 26, 2026
 

Meta Platforms:

Report date as at June 03, 2026
 

Caterpillar Inc.:

Report date as at June 10, 2026
 

Bank of America Corp.:

Report date as at June 15, 2026