Stelios Kanakis acquired by Orkla Food Ingredients

Stelios Kanakis (KANAK.AT), the Greek distributor of ingredients for confectionery and bakery products, made an announcement a couple of days ago that it is being acquired. The buyer is Norwegian company Orkla Food Ingredients. The acquisition will take place via a tender offer and the price offered to shareholders is €4.36. This values the entire […]

Trellidor has barriers to entry

Stocks have rebounded nicely so far this year in most parts of the world. One country where sentiment is still very negative is South Africa: foreigners are dumping South African stocks, the economy is bad, there are fears about land expropriation, there are terrible crime problems, the Rand has weakened significantly in 2018 – the […]

Elamex (OTC:ELAMF) is not as dark as it seems

This post is going to be a bit different from other posts on this blog. I have limited information about this “dark” company, so I can’t produce a detailed write-up. My main goal with this post is to bring some attention to this company. Usually I’m happy to own stuff like this in silence, but […]

Computime Group Ltd (0320.HK): a net-net in Hong Kong

The market turbulence in the last quarter of 2018 created a few attractive prices in some of the companies on my watchlist. Many of the companies I loosely track in Hong Kong also became a lot more appealing during this sell-off. I have bought a couple. The subject of this post is one of these […]