SMALLTALKDAILY
Market loving, 28 year veteran top-rated institutional focused JSE equity analyst covering swathes of small-to-medium market capitalisation financial & industrial, agricultural & food stocks. Independent & often opinionated
Deep understanding of over 70 sector stocks & long relationships with corporates gives me and edge in this very uncovered universe
In late-July Spur Corp acquired a 60% stake in Gauteng-based café bistro chain Doppio Zero. Spur issued a voluntary on the deal but gave little information. I had a chat with the CEO and CFO and thus add some colour to that announcement.
Anthony Clark
In the July Financial Mail Investors Monthly issue, they published an edited version of my note on the financial services counter Sygnia Holdings. The entire article is available exclusively here.
Anthony Clark
Review of FY2023 results, forecast FY24 earnings + target price upgrade
Anthony Clark
Update on Zeder trading at 168 cents. Had a SELL on stock since 192 cents.
Anthony Clark
I've had 4 recent executive meetings with Combined Motor Holdings. This is my latest update on CMH
Anthony Clark
Private tertiary education Stadio had an AGM and I asked a series of update questions
Anthony Clark
Some big legislative news from the United States aids Montauk Renewables 2023 - 2025
Anthony Clark
A comment on some of the pressure on selected food stocks. Why & is there now an opportunity ?
Anthony Clark
A giant in the agricultural market on a totally bargain basement PE
Anthony Clark
I wrote a review of investment hoding company Brimstone whose largest assets are in fishing stocks
Anthony Clark
A report written onthe imapct of soft commodities and avian influenza to the eggs & poultry sector
Anthony Clark
After the COVID shipping boom is a bust steaming ahead?
Anthony Clark
Following on from my article in the Financial Mail last month I update my view regards latest deal
Anthony Clark
With Quarter 1 passed I update & review my top stocks selection of 2023
Anthony Clark
A UK broker issued a note on the recent NASDAQ lisitng news
Anthony Clark
Copper just could be the next investment play for ....... ?
Anthony Clark
The three stocks I believe will have a great performance as a basket for 2023
Anthony Clark
I highlight a report on the import data on poultry into South Africa
Anthony Clark
