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Caxton: Buy/Hold/Sell with Charl Botha_Stock Savvy Ep 4

April 17, 2024
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FinMeUp
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FinMeUp

Unpacking the 3 P's of Caxton: Printing, Packaging and Publishing.

Timestamps 00:00 Intro 01:00 Caxton101: Printing & Publishing 05:00 Caxton101: Packaging 06:18 Weight per segment 08:20 News: Traditional vs Modern 10:15 Value drivers: Theory 15:12 Value drivers: Caxton 22:30 Bullish case: Valuation 25:00 Share price prediction 25:54 Bearish case: Mpact stake 30:50 Share price action last 5-years 35:35 Next up - Santova & Thungela


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