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

Report date as at 5/13/2024
 

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

Report date as at 5/27/2024
 

Macro environment pressures persist while PPC drives up price increases:

Report date as at 3/19/2024
 

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

Report date as at 6/4/2024
 

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

Report date as at 6/12/2024
 

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

Report date as at 6/12/2024
 

On 20 August, Sasol released its FY24 results:

Report date as at 11/6/2024
 

Company Update Report for Redefine Properties:

Report date as at 11/12/2024
 

Company Update Report for Aspen:

Report date as at 11/20/2024
 

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

Report date as at 11/27/2024
 

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

Report date as at 12/3/2024
 

Company Update Report for Naspers and Prosus:

Report date as at 12/10/2024
 

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

Report date as at 3/19/2024
 

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

Report date as at 6/4/2024
 

Company Update Report for Harmony Gold :

Report date as at 11/26/2024
 

The prevailing macro and operational conditions present ongoing difficulties:

Report date as at 2/25/2025
 

Management upgrades outlook with higher second half growth:

Report date as at 2/25/2025
 

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

Report date as at 3/19/2025
 

MTN leverages on Nigerian tariff adjustments to drive service revenue:

Report date as at 3/26/2025
 

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

Report date as at 4/1/2025
 

Management guides for higher future profitability:

Report date as at 4/7/2025
 

PPC board approved construction of a R3 billion cement plant:

Report date as at 4/16/2025
 

Trading at historically low price multiples:

Report date as at 4/22/2025
 

Redefine Properties :

Report date as at 5/2/2025
 

Impala Platinum :

Report date as at 5/6/2025