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Articles tagged as "Impala Platinum"

Insights category - companies

How Allan Gray values a stock

By Andrew Lapping on 18 Jul 2018

Reading time: 6 mins

Allan Gray is a strong proponent of value investing, the mantra famously championed by Warren Buffet. Put simply, value investing is the concept of buying...

Insights category - companies

Anglo American: Getting what you pay for?

By Rory Kutisker-Jacobson on 31 Dec 2011

Reading time: 9 mins

As contrarian investors we are always on the lookout for assets which we can buy for less than our estimate of their intrinsic value. As a result, much of ou...

Insights category - companies

The investment case for Royal Bafokeng Platinum

By Rory Kutisker-Jacobson on 31 Dec 2010

Reading time: 7 mins

On a relative basis, we believe Royal Bafokeng Platinum represents the most attractive value in the platinum sector. Upon listing, the Royal Bafokeng Nation...

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