The ongoing reconfiguration of the coal supply chain owing to constrained supply as European countries have banned the use of Russian imported coal has driven distribution costs higher and elevated coal prices to often unprecedented levels between 2020 and 2022.
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Karooooo (KRO) is a software company which operates through its subsidiary Cartrack. Cartrack was founded in Johannesburg and now its parent company, Karooooo, is headquartered in Singapore which has listings in both the Nasdaq and the Johannesburg Stock Exchange.
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.
Famous Brands who owns several well-known brands (Steers; Wimpy and Mugg n Bean) is a vertically integrated company with more than 2800 stores with operations in three continents. Famous Brands operates a franchised, master licence and company owned stores model which is supported by manufacturing, and logistics.
The volatility in the share price gave us a good opportunity to build a position in the company, as Umthombo believes that Richemont offers a distinctive and sustainable investment case given its solid financial position and consistent ability to generate free cash flows.
The lower to mid-income property developer’s return to a simpler
business model leads to a return to profitability.
The year 2022 is going to be a challenging time for the US Federal
Bank as it tries to navigate the prevailing economic environment.