Aspen Pharmacare’s share price gain this year may be only the beginning
Aspen Pharmacare – is the market rating the share price too low? Read the long-term Mergence houseview by Portfolio Manager Izak van Niekerk.
Afrimat buys Lafarge SA for R1 billion
Afrimat buys Lafarge – a wise move? Izak van Niekerk, Portfolio Manager at Mergence Investment Managers, comments in Business Report that Afrimat is paying a very good (and hence low risk) price and are likely doing a good long-term transaction at a time of peak pessimism.
Business Times: It’s wait and see for Anglo’s SA assets
Izak van Nierkek, Mergence investment analyst, comments on Anglo.