Oceania Capital Partners: an Australian investment company trading at a large discount to book value. The company is controlled by a HCI, a South African holding company. John Copelyn, HCI’s CEO, is set to take control of OCP himself through a family investment trust.
Scantech is an Australian company that provides on-line real-time measurement technology for bulk materials. Their equipment is primarily used in the cement, coal and minerals industries. Scantech’s equipment can analyse the quality of the materials and can help companies with the blending, grading and sorting of those materials. Examples of their products can be found […]
It’s been a while since I last discussed a new position. That is mostly due to the fact that I have made few changes. In the past couple of months I have mostly bought a little more of some existing positions and sold a few positions that moved up in price. Things are starting to […]
To start off this post, a quote from Berkshire’s annual letter for 2000: “Most of our manufacturing, retailing and service businesses did at least reasonably well last year. The exception was shoes, particularly at Dexter. In our shoe businesses generally, our attempt to keep the bulk of our production in domestic factories has cost us […]