Rating the AGMs: Absent shareholders miss out
Shareholders are skipping AGMs, leaving the floor to those who show up. Less oversight, less engagement. Is this the future of investor capitalism?…
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Barloworld CEO ‘no longer aligned’ with shareholders
Barloworld shareholder Silchester has slated the company’s board over its management of CEO Dominic Sewela’s buyout bid…
Barloworld’s buyout bid: It gets sneakier
A standby offer clause could chill reluctant buyers into accepting what they see as a low-ball bid…
A hard sell for retailers
The second half of 2024 looked good for retailers; the start of 2025, not so much…
From hot start to hot mess: Sasol’s big reversal
The market’s not cutting Sasol much slack after a lacklustre production update, but some argue there’s still plenty of cash to be made on…
Koos Bekker’s share bonanza, and other tidbits
If you didn’t keep your eye on Sens over the festive season, here’s a quick roundup…
Exxaro’s CEO challenges board in court as boardroom battle hots up
Suspended CEO Nombasa Tsengwa’s move has ratcheted up the stakes in one of the more opaque boardroom dramas to hit corporate SA.…
How to stay off the AGM sh*t list
You don’t want to get onto Ann Crotty’s corporate sh*t list. So here’s the Currency guide to holding a better AGM in 2025…
AI, Trump and China: Decoding 2025’s investment playbook
How investors in South Africa should play the big themes of the year: AI, Trump and China (here’s looking at you, Naspers)…
Go long crocodile skins: Wild investments from the Currency team for 2025
Can it be a terrible thing to have a few crazy stocks in your portfolio? If you lose, what did you expect. But if…
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Robyn Curnow steps back, and explains why President Donald Trump’s…
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The stunning rebound of South Africa’s PGM producers
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South African foreign policy: Vrot with contradiction
South Africa’s stance on Iran is as predictable as it…
