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Zimbabwe
Joined June 2020
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Impala Platinum Holdings (Implats) capitalizes on BHP's mistake in Zimbabwe.
With Zimplats profitable, it may rescue Implats as its South African mines struggle.
THREAD 🧵: On a Date with Zimplats Holdings Limited - Pt 3
Martin Mataga retweeted
Part 1 on the Amalgamated Brands IPO: why the seller matters before you look at the numbers.
It shows what’s shifting in the market and where to look hardest before you invest.
If you miss this, you don’t have the full picture.
Martin Mataga retweeted
🇿🇼 Are you a Zimbabwean living in South Africa with hospitality experience?
What if your next workplace wasn't another hotel or restaurant
..but a cruise ship sailing across Europe? 🚢🌍
35 jobs secured.
10 German visas issued.
September intake now open.
📲 +27 60 370 1407
Martin Mataga retweeted
Varun Beverages' reported interest in Dairiboard starts to make a lot more sense once you look at what's happening to its core business.
Varun Beverages has recently seen falling revenue and profit margins, partly due to the sugar tax, but also because of stiffer competition from Delta and other players.
The most concerning issue is the revenue drop from $194 million in 2024 to $184 million in 2025, at a time when other players have been growing revenue by ~15%.
This may indicate weakness in the core beverage business, and perhaps explains why they have been diversifying into snacks and looking at beer as well.
This could also explain why Varun Beverages wants to reportedly buy Dairiboard, the dairy and beverage producer.
With the core business under pressure, adding scale and strong brands elsewhere becomes an attractive way to offset the slowdown, and Dairiboard fits that logic.
It has strong brands like Cascade and Pfuko Maheu, and it has scale, with $137 million in revenue in 2025.
The move would also be consistent with Varun's track record of aggressive dealmaking.
In South Africa, they have been very active: buying the Beverage Company (BevCo) for about $158.3 million in 2024, Twizza for $125 million in 2026, and, perhaps most interestingly, Crickley Dairy for $14.3 million in 2026.
Will Dairiboard be next?
PS I wrote a longer piece on Delta vs Varun Beverages. Comment if interested.
Martin Mataga retweeted
Peter Lynch: The Legendary Investor
Peter Lynch, now 82, is celebrated as one of the greatest investors in history. During his 13-year tenure at Fidelity’s Magellan Fund, he transformed it from a modest $18 million in assets into a staggering $14 billion, achieving an average annual return of 29.3%.
His remarkable track record and accessible investing philosophy have made him a timeless figure in the world of finance.
Early Life and Education
• Born in 1944 in Massachusetts, Lynch got interested in stocks early.
• As a teenager, he worked as a caddie at a golf club and heard investors talk about investing all day. That’s where it all started for him, sparking his lifelong interest.
• Peter Lynch studied at Boston College and earned his MBA from Wharton.
• He authored “One Up on Wall Street” in 1989. One of the best investing books ever written. He later followed it with "Beating the Street" and "Learn To Earn".
Career at Fidelity
• Lynch joined Fidelity in 1969, and by 1977, he was managing the Magellan Fund and turned it into the biggest mutual fund in the world.
• Over the next 13 years, Peter Lynch’s performance became legendary.
• From 1977 to 1990, the Magellan Fund returned an average of 29.3% per year (nearly double the S&P 500).
• An investment of $10,000 in Magellan at the start of Lynch’s tenure would have grown to over $280,000 by the time he retired 13 years later.
• The fund grew from $18 million in Assets Under Management to over $14 billion.
• Lynch retired in 1990, but his ideas still strongly influence investors today.
Investing Philosophy
• Lynch earned the nickname “the chameleon of investing” because he never followed just one strategy.
• Stay within your circle of competence. It’s information you can use to your advantage as an investor. It allows you to spot trends way earlier than Wall Street can.
• Do your homework. Lynch also emphasized the importance of “doing your own research.” He advised investors to study a company’s financials, management, and competitive position before buying shares.
• Be patient and think long-term. Peter Lynch was a long-term investor. He believed your returns improve when you hold great stocks for years and don’t panic over short-term swings.
• Most of the time, he held his winning positions for 3-5 years, and that patience paid off.
Key aspects of his style include:
• He is famous for popularizing the PEG ratio.
_The PEG ratio compares a stock’s price-to-earnings (P/E) ratio to its expected earnings growth rate, a tool for evaluating whether a stock is fairly valued relative to its growth prospects._
• Instead of owning just a few stocks, Peter held hundreds at the same time.
• He emphasized that ordinary investors can succeed by investing in what they know, an idea he championed in his classic book One Up on Wall Street.
Famous quote:
“The stock market is filled with individuals who know the price of everything, but the value of nothing.”
— Peter Lynch
#Investing
#stocks
#capitalmarkets
@MakerCent @MaSi_Tandz
Martin Mataga retweeted
Zimbabwean brand Glytime Foods just proved a point: local value addition wins.
In a UK sensory test using IFST standards, conducted in London,its Peanut Butter Granola scored 8/9, beating established products (7/9 and 6/9).
Standout strengths:
• Rich roasted peanut aroma
• Balanced sweetness
• Crunchy clusters that hold in yogurt
• Clean aftertaste
Beyond taste, it reflects a bigger shift—turning Zimbabwean groundnuts into premium, export-ready products instead of raw commodities.
Short ingredient list, plant-based, high fibre, gluten-free—right in line with global demand.
Zimbabwe can compete. And win.
Martin Mataga retweeted
BII and the @PIC_SouthAfrica have signed a Memorandum of Understanding to accelerate collaboration and investment across Africa.
The agreement between Africa’s largest asset manager and the UK’s development finance institution and impact investor establishes a framework to jointly explore and pursue impactful investment opportunities.
Learn more about the partnership: BII and PIC sign landmark partnership to advance vital investment across Africa - British International Investment
Martin Mataga retweeted
There's a reason I compare Edgars' results to selling ice cream.
The analogy will make perfect sense tomorrow.
Sending this via email tomorrow 12pm to Money & Moves subscribers.
Join 4,000+ business leaders getting these insights for free (link in bio to join the list).
From my humble beginning in a rural setting as an experiment, i have grown to become a formidale sugar producer in Africa and beyond.
The British strengthened me in my infancy and have stayed with me to this day.
THREAD 🧵: On a Date with Zambia Sugar
#6. Management
MD: Oswald Magwenzi
Appointed to lead Zambia Sugar after working at Ubombo Sugar, Eswatini
He has 29 years in sugar, irrigation, and international finance, including with IFC
Holds a BSc in Agriculture, MSc in Irrigation, and MBA in Finance.
Each week will be on a Date with a company listed on the @LuSE_Plc.
The purpose of this thread is to have a minimum appreciation of listed firms.
Disclaimer: Do not misconstrue this thread as investment advise DATE companies before you buy its share