Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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PPC – Capital Markets Day
Key message: A bold defensive move to build a new 1.5mtpa integrated cement plant in the W Cape to retain control of the region.
Reunert – Pre-Close Update
Key message: Structural tailwinds bode well for medium to long-term growth in global armaments and renewable energy.
Metair – FY24 Results
https://chronuxresearch.com/wp-content/uploads/2025/03/MTA-0325-FY24-Results.pdf
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Grindrod – FY24 Results
Key message: Medium-term growth projects should add to the steady growth of the Port of Maputo.