Nike Soars

  Market Scorecard Two of our biggest holdings on the local market had a great day yesterday, Aspen was up 4.5%, and Naspers was up 5.2%. For Aspen their Chinese milk formula business looks to be worth more than people thought (Aspen's Infant Formula Unit Is Said to Draw Reckitt, Perrigo) and Naspers shot up … Continue reading Nike Soars

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EVs in Middle Earth

  Market Scorecard On Friday was the Steinhoff AGM, where tough questions were asked. If you are a shareholder, there are two points that you need to know. The first is that the PWC report is expected only toward the end of this year, basically question marks are going to hover over the company until … Continue reading EVs in Middle Earth

  To market to market to buy a fat pig. Things look messy in Spain at the moment, the Spanish government are saying that no referendum took place and if it did, it was illegal. Senior politicians in Catalonia are saying that the referendum, where 90% voted yes to independence, clearly shows they should be … Continue reading