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maybe a potential 10-bagger

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#81 SB45

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Posted 15 November 2014 - 07:27 PM

Moneyweb also wrote about them:
 
http://www.moneyweb....ce-bounces-back
 
Listing price of R29/R30 a share with EPS of 157c - isn't that just a little bit rich?


Keen to see if investors will remember 2003. I also think R29 a share is a bit ambitious
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#82 Shi

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Posted 12 November 2014 - 08:42 AM

The 157c is for 6 months. So doubling it gets you around 300c, which puts it on a PE of 10 given the price of R30. No new shares are on offer so liquidity could be an issue.

 

Other things that worries me are:

- At the end of 2013, net asset value per share had increased to 1276c, up from 520c in 2009

- It targets customers in the urban middle-income mass market, whose average salary is R7 000 per month

- 90% of sales are sold on credit

 

Conclusion: looks like it is a great time for current shareholders to get out. This is possible one for a LT portfolio if you believe the Africa expansion angle.


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#83 Jonny

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Posted 12 November 2014 - 08:23 AM

Moneyweb also wrote about them:

 

http://www.moneyweb....ce-bounces-back

 

Listing price of R29/R30 a share with EPS of 157c - isn't that just a little bit rich?


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My posts are my opinion and shouldn't be seen as investment advise from me or the view of the organisation I work for.

Do your own research before engaging in trades/investments  :)


#84 gamma

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Posted 12 November 2014 - 12:07 AM

HomeChoice Holdings to list in December, anyone looking at this one?

 

http://businesstech....se-in-december/

 

Never heard of them. Anyone ever bought through their site?


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#85 Safrican

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Posted 11 November 2014 - 09:39 PM

HomeChoice .... I like the divi.


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#86 Goliath

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Posted 11 November 2014 - 05:52 PM

HomeChoice Holdings to list in December, anyone looking at this one?

 

http://businesstech....se-in-december/


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#87 Shi

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Posted 17 October 2014 - 04:59 PM

Depends on who they want to give it to. Anchor Capital was given to "friends and family"


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#88 AJS

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Posted 17 October 2014 - 12:21 PM

How does a potential investor get to take part in these private placements?

 

Via a broker. 


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"Trade what you see, not what you think"

#89 Sugafoot

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Posted 17 October 2014 - 12:15 PM

How does a potential investor get to take part in these private placements?
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#90 vlam

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Posted 17 October 2014 - 08:56 AM

Pivotal Property Fund to list in December: [link]

 


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#91 vlam

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Posted 05 September 2014 - 10:39 AM

SACOVEN PLC pre-listing statement

http://data.moneyweb...s.asp?id=237851

 


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#92 Shi

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Posted 02 September 2014 - 11:45 AM

http://www.anchorgro..._Prospectus.pdf

 

 

 

Opening date of the Private Placement at 09h00 on

Tuesday, 2 September 2014

Closing date of the Private Placement at 12h00 on*

Tuesday, 9 September 2014

Anticipated listing date on AltX at commencement of trade on

Tuesday, 16 September2014


Edited by Shi, 02 September 2014 - 11:45 AM.

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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll

#93 vlam

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Posted 02 September 2014 - 11:24 AM

Heads up...

 

...a tweet from anthony clark today...that guy knows what he's talking about...

 

"Told that Quantum Foods (the Agri spring off from Pioneer) will list on the JSE in October. I'm watching this closely as it may be a winner."

 

I wonder if that will go ahead once Zeder owns the majority of Pioneer Foods.  Haven't heard anything more on this - hopefully soon.

 

It does seem from the financials of Pioneer that they've turned Quantum Foods around a bit.


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#94 Shi

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Posted 01 September 2014 - 09:52 PM

The Rhodes Food Group (RFG), well known for its strawberry jam and tinned sweetcorn, and less well known for its Woolies chicken korma and Portobello cheeses, is planning a JSE listing.

http://www.moneyweb....a-tasty-listing


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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll

#95 Midlands_lass

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Posted 31 August 2014 - 11:44 AM

Thanks :)


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#96 PickApprentice

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Posted 30 August 2014 - 08:47 PM

Prospectus only comes out on the 2nd of September. 


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#97 Midlands_lass

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Posted 30 August 2014 - 06:39 PM

Hi there

I am looking for the IPO docs for Anchor Capital. On their website anchorcapital.co.za under "about us"  they have some blurb about it being premature to apply for shares as the final prospectus has not been approved & a group Arcay is handling it.

I wanted to look at the prospectus but its Saturday & I am sure Arcay who I did email will only respond on Monday. Does anyone have the prospectus or a link to it ?

 

 

Not a very up-to-date web page.

Thanks for any help

 


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#98 Jonny

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Posted 22 August 2014 - 09:11 AM

Anchor Group of which the main part is Anchor Capital

http://www.moneyweb....r-group-to-list

 

The listing of the Anchor Group on the AltX in early September this year could create an entity with a market capitalisation in excess of R185 million.

With most of it owned by staff or management. Only 37.7% is free-float. Liquidity will be an issue. It seems as well that (judging from the comments) Peter Armitage was part of some hedge fund's demise at Investec back in 2009.

 

Seems reasonably priced to me... but I will wait for more informed analysis and comments before making up my mind.


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My posts are my opinion and shouldn't be seen as investment advise from me or the view of the organisation I work for.

Do your own research before engaging in trades/investments  :)


#99 Shi

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Posted 21 August 2014 - 11:34 PM

Anchor Group of which the main part is Anchor Capital

http://www.moneyweb....r-group-to-list 

 

The listing of the Anchor Group on the AltX in early September this year could create an entity with a market capitalisation in excess of R185 million.


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“One day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.” - Lewis Carroll

#100 Safrican

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Posted 23 June 2014 - 07:52 PM

Agreed.


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Thank you for your time and I will thank you for mine. - Rodriguez





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