Santova and Master Drilling two small caps earning hard currency
‘I love both of those’, says Keith McLachlan of Integral Asset Management. ‘I think the starting point here has to be you're buying rand-hedge stocks.’
Stay updated with breaking news from Glen Gerber. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
‘I love both of those’, says Keith McLachlan of Integral Asset Management. ‘I think the starting point here has to be you're buying rand-hedge stocks.’
Instead of looking for good predictions, look for good assets at good prices – which means focusing on valuation, not forecasting. That, and diversification, is how to put yourself in a better position, says Gibs Professor Dr Adrian Saville.
While, despite all the chaos, Santova has been steadily expanding internationally, Renergen could easily double ‘assuming everything works’: Keith McLachlan of Integral Asset Management.
This week MoneywebNOW looked at Renergen's positive helium and methane reserve update, Santova's excellent results, agriculture's expected record year, as well as the PGMs environment and Northam Platinum as a stock.
The company ‘has come into its own in the last year or so. We've made significant use of technology’: CEO Glen Gerber.