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Anglo American (AGL) is well-regarded for its strategic approach to mitigating the typical risks associated with commodity stocks. The company achieves this through two primary means: a diversified portfolio and a robust balance sheet. **Diversity of Minerals:** Anglo American's portfolio includes a variety of minerals, which spreads the risk and lessens the...

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BHP is a global commodities company based in Melbourne, Australia, with a workforce of 62,000 employees predominantly in the Americas and Australia. It is engaged in the extraction and processing of minerals, oil, and gas. BHP's extensive operations include ownership stakes in some of the world's leading mineral resources. BHP owns a significant 57.5% of the...

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Coronation Fund Managers (CML) is a prominent asset management firm in South Africa, notable for being the only one of its kind listed on the Johannesburg Stock Exchange (JSE). Established in 1993, the company experienced significant growth until 2015, at which point the founding CEO resigned and Adrian Pillay took the helm. Despite Pillay's qualifications, his...

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Kumba Iron Ore (KIO), a subsidiary mainly controlled by Anglo American with a 79% stake, is one of the top iron mining operations, renowned for its substantial success in the industry. The company’s share price experienced significant volatility, dropping to R223 in March 2020 due to the COVID-19 pandemic, but it managed a strong recovery to R668 before facing...

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MultiChoice Group (MCG) is a prominent player in the African entertainment industry and stands out as one of the world's fastest-growing pay-TV broadcast providers. With a subscriber base of 21.1 million across 50 countries, the company's operations are split between South Africa, where it holds 42% of its subscribers, and the rest of Africa, accounting for the...

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Clicks Group describes itself as a retail-led healthcare group, comprising its flagship brand Clicks, as well as GNC and The Body Shop. It operates 782 stores, 585 of which include pharmacies, making it the largest pharmacy chain in Southern Africa. Despite the increasing trend of retail outlets incorporating pharmacies, Clicks' main competitor remains the listed...

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Oando PLC (OAO) is an oil and gas company with significant operations in Nigeria and listings on both the Johannesburg Stock Exchange (JSE) and the Nigerian Stock Exchange. The company's shares present a high-risk investment profile for several reasons that are intrinsic to its operational context and the nature of its industry. **1. Commodity Price Volatility:**...

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GTC, or Globe Trade Centre, is a significant player in the real estate market of Central and Eastern Europe, managing a substantial portfolio of properties across several key cities including Warsaw, Bucharest, Budapest, Belgrade, Sofia, and Zagreb. The company's operations encompass forty-seven office buildings and six retail properties, combining for a gross...

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Copper 360 is a company primarily focused on two aspects: processing historical mined copper rock dumps and mining surface and shallow copper resources. This dual focus not only targets copper production but also aims at environmental cleanup, which is increasingly significant in today’s mining industry. The company has leveraged an extensive database acquired...

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Sasol, a prominent international chemicals and energy company based in South Africa, has its origins in the oil-from-coal technology developed during the apartheid era. The company is significantly influenced by fluctuations in the oil market, with about 50% of its profits directly linked to oil prices. Sasol's major growth initiatives include its 50% stake in the...

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Oando (OAO) is a Nigerian oil and gas company that operates both within Nigeria and internationally, with listings on the Johannesburg Stock Exchange (JSE) and the Nigerian Stock Exchange. The company’s shares embody high risk for several reasons, primary among them being its exposure to the volatile oil market and the political instability in...

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Kumba Iron Ore (KIO) is a leading iron ore mining operation, primarily owned (79%) and controlled by Anglo American. The company's performance has been significantly influenced by global market dynamics and local operational challenges. The share price experienced a dramatic drop to R223 in March 2020 due to the COVID-19 pandemic but managed a robust recovery to...

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Capitec Bank (CPI) stands as a formidable presence in the South African banking sector, having significantly disrupted the market since its inception by PSG. Known for its customer-centric model, Capitec has successfully attracted a vast client base, primarily serving the previously unbanked segments of the population. This approach has enabled it to become the...

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Anglo American Platinum (Amplats or AMS) stands as the second-largest platinum producer globally, under the majority ownership (77.62%) of Anglo American. In recent years, Amplats has strategically shifted from deep-level mining to more economical and mechanized methods, significantly reducing its operational footprint from 18 mines to 7. This transition has...

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South32 (S32) is a major player in the global mining sector, initially spun off from BHP Billiton in 2015 to manage BHP's South African coal assets. Today, it stands as a diversified miner involved in the extraction of base metals and minerals like zinc, coal, aluminium, silver, lead, nickel, and manganese, with operations extending across South Africa, South...

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Orion Minerals (ORN) is an Australian-based exploration company, also listed on the Johannesburg Stock Exchange and the Australian Stock Exchange in Sydney. It focuses on the development of its copper and zinc assets in Prieska, South Africa. This mine, formerly operated by Anglovaal, ceased operations in 1990 after two decades of extracting significant quantities...

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The Glencore-Merafe joint venture, a significant player in the ferrochrome industry, operates mines, furnaces, and smelters predominantly in Mpumalanga and Limpopo, South Africa. This joint venture is one of the largest ferrochrome producers globally, with the capacity to produce up to 2.3 million tons of ferrochrome annually. Merafe Resources, as part of this...

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Ellies (ELI) is a South African electronics company that specializes in importing and distributing electrical products and supplying solar power solutions. Despite its early successes, Ellies has faced significant financial difficulties in recent years, highlighted by a dramatic decline in its share price from nearly R10 in 2013 to just 2 cents recently. Ellies...