Matthew Zunckel

12 Jan: Afrimat

We have been long term holders in Afrimat and have observed the business as management has navigated several different cycles and repositioned the business to continually capitalise on growth opportunities.

03 Jan: Astral

2023 marked the toughest year for the poultry industry on record. Multiple calamities struck, with the worst being the unprecedented level of loadshedding.

02 May: South 32

South32 is a global diversified mining company that was spun off from BHP Billiton in 2015. The company operates in several commodities including alumina, aluminium, manganese, nickel, silver, zinc, and metallurgical coal.

26 Jun: Barloworld

Barloworld released a very satisfactory set of interim results for FY22. On the one hand, the group is coming out of the low Covid base while on the other, BAW also contended with an operating environment which included continued supply chain restraints.