"The company manufactures South African favourites that are found in most middle income households across the depth and breadth of the country, All Gold, Albany, Tastic, Fatti's and Moni's (did those brothers really exist, like Charles Glass?), Koo, Oros, Black Cat and of course the old favourite, Jungle Oats." To market to market to … Continue reading Brand Moats for Oats
"A poor January in Abu Dhabi, those are the Al Noor assets, which are going to be rebranded in due course, they will take a 140 million AED, or 500 million Rand charge in the rebranding process, a non cash event. Expectations are for full year revenues from the middle east operations to be 3 … Continue reading As Good As Your Last Deal
"Tiger brands reported their full numbers to end September, both the CEO Lawrence Macdougall, (relatively new at the business) and the CFO, Noel Doyle, (an old timer at the business) were on the telly yesterday on CNBC" To market to market to buy a fat pig A local inflation read, comfortably outside of the … Continue reading 9 Lives
"Peer into any larder or kitchen storage space in South Africa and you are more than likely to find some Black Cat peanut butter, Fatti's and Moni's spaghetti (or penne if you will), Ace mealie meal (or instant porridge), Tastic rice, Golden Cloud flour, All Gold tomato sauce, Oros on the drinks front, along with … Continue reading The return of the Tiger
"We all knew that Russia and Saudi Arabia were meeting, the market I thought was expecting some production cuts from OPEC and the majors. It seems that the truth is that the budgets of all the oil producers rely heavily on the volumes being as high as possible. Saudi and Russia (and many other producers, … Continue reading Ruski/Saudi oil freeze fails to see oil boil
"The fact of the matter is that the company made a significant investment mistake in Nigeria, the only good news for shareholders is that this is now history, a bad chapter in their history. And ours as shareholders, we have a right to be peeved to a certain extent." To market to market … Continue reading There are no Tigers in Nigeria
"The stock ended the session up five and a half percent after they announced they have "decided not to provide further financial support with respect to its investment in Tiger Branded Consumer Goods plc of Nigeria. Tiger Brands is currently exploring various alternatives with respect to its shareholding in Tiger Branded Consumer Goods plc." … Continue reading Tiger mulls and mills Nigeria
"What is most interesting about all of this is that the Anglo market cap in Joburg is 211 billion Rand, whilst the Mondi Ltd. is 34 billion Rand and Mondi Plc. is 111 billion, collectively the packaging company is worth 68 percent of Anglo currently. Yet, it was worth less than one-tenth back then, in … Continue reading Show me the Mondi!