Giant South African gold mine emulates Toyota to boost profit – Mining Developments Magazine
Gold Fields was burning cash almost every year at their only facility in South Africa, until the continent’s third—largest miner of the metal started looking at Toyota Motor Corp for inspiration. Featuring comment by Mandi Dungwa – portfolio manager for Camissa Asset Management. view article
‘We will see far more dispersion’: Asset allocators reflect on Reg 28 changes – Citywire
In the next installment in our series of short videos on asset allocation, we ask to what extent the higher offshore limit increases the risks of making bad decisions – for both fund managers and fund selectors. Written by Patrick Cairns, with comment from Abdul Davids – head of research for Camissa Asset Management. view […]
The raging battle for Royal Bafokeng Platinum – The Sunday Times
The battle for Royal Bafokeng Platinum (RBPlat) intensified this week when Northam made a R50bn offer to buy out minority shareholders, raising the stakes just as the Competition Tribunal was about to announce its decision on Impala’s bid for the same target. Article by Dineo Faku, with comment from Mandi Dungwa – portfolio manager for […]
Gold Fields: Yamana takeover battle brews as rivals make $4.8bn bid – Moneyweb
The deal is key to Gold Fields’ expansion in the Americas. Yamana Gold is at the centre of a takeover battle after two Canadian mining companies teamed up on an unsolicited $4.8 billion offer to break up an earlier merger agreement with South Africa’s Gold Fields. Pan American Silver and Agnico Eagle Mines announced Friday […]
Giant SA gold mine emulates Toyota to boost profit – News24
Gold Fields was burning cash almost every year at their only facility in South Africa, until the continent’s third-largest miner of the metal started looking at Toyota Motor Corp. for inspiration. Article by Felix Njini, with comment from Mandi Dungwa – portfolio manager for Camissa Asset Management. view article
Think small to go big – The Sunday Times
Pick n Pay is strategising to create two distinct brands to cater to middle-class and upper-end markets, while Boxer will remain focused on the lower end. Article by Thabiso Mochiko, with insights by Mohamed Mitha – investment analyst for Camissa Asset Management. view article
Inside Sasol’s plans to become a worldwide green hydrogen leader – News24
Sasol is rapidly growing its footprint of green hydrogen development projects as it works to establish itself as a leader in an industry that is expected to provide a fifth of the world’s energy needs by 2050. Written by Lisa Steyn, with commentary by Abdul Davids – head of research for Camissa Asset Management. view […]
Camissa bullish on MTN and PGM miners – Business Day
Global financial markets have had a bumpy ride so far this year as a combination of rising inflation, a series of rate hikes and hawkish guidance from central banks across the world — despite the associated recessionary risks — weighed on assets. Abdul Davids (head of research for Camissa Asset Management) recommends that investors focus […]
Implats shares slide amid concerns over PGM outlook and higher input costs – Business Live
Impala Platinum’s (Implats’s) share price fell as much as 10% on Thursday, the most since June 2020, after the world’s third-largest platinum group metals producer reported a 17% fall in full-year profit as commodity prices came off the boil while its input costs surged. Written by Nico Gous and Andries Mahlangu with insights from Mandi […]
Camissa launches pure SA equity fund – Citywire
Camissa Asset Management on Thursday launched the Camissa SA Equity Fund, which will invest exclusively in local stocks. Camissa CIO Gavin Wood, who will manage the portfolio, told Citywire South Africa in an interview that the fund would offer differentiated performance by being ‘truly actively managed’ and not benchmark cognisant. Article by Justin Brown with […]
