Omnia assures farmers amid fertiliser squeeze – The Sunday Times
Diversified chemicals group Omnia, which is growing its organic business, said it has enough supply of traditional fertilisers to help farmers who may be running short after spending R10bn to secure stockpiles. Written by Thabiso Mochiko with comment by Aslam Dalvi – portfolio manager at Camissa Asset Management. view article
Asset manager Camissa is not buying the hype about big four banks – Business Day
Camissa says SA’s low growth prospects will weigh on the big four banks as digital disrupters chip away at their earnings. Article by Garth Theunissen. view article
Camissa CEO: One of my best decisions was to motivate Coronation to exit – Citywire
Camissa Asset Management chief executive Roland Greaver believes that one of his best business decisions was to motivate Coronation Fund Managers to sell its stake in the company in 2005. ‘At the time, it was politically incorrect for black-owned businesses to have a big established institution as a shareholder because such businesses were not seen […]
Government demands may have toppled Hulamin takeover deal – News24
A possible deal to buy Hulamin has flopped after months of talks. Sources say government’s requirements were too onerous for the potential buyer. The company is an attractive target because aluminium is in high demand in the green economy. Written by Lisa Steyn with comment from Abdul Davids, head of research for Camissa Asset Management. […]
