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Peter Armitage on Muck Rack

Peter Armitage

As seen in: News24 Business, Business Report, Personal Finance, The Citizen (South Africa), Lexology, BusinessLIVE, Business Day, Financial Mail, Moneyweb, Ashurst and
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Articles

BROKERS’ NOTES: Buy Reinet, sell PPC

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By Peter Armitage
| BusinessLIVE Verified
Peter Armitage, CEO of Anchor Capital Buy: Reinet Reinet Investments logo Can Johann Rupert create more magic? Reinet presents an unusually attractive risk-reward opportunity following a sharp 16% share price decline after investors were disappointed by the absence of a large capital distribution in the recent results. The sell-off has pushed the discount to reported net asset value (NAV) to 31%, well above Anchor’s estimated fair discount of 21%, creating a significant valuation gap.
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BROKERS’ NOTES: Buy Pepkor, sell Spar

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By Peter Armitage
| BusinessLIVE Verified
Peter Armitage is the CEO of Anchor Capital Buy: Pepkor Pepkor logo Pepkor can be a long-term holding in any South African market portfolio. It is one of the highest-quality retail businesses in South Africa, with a long track record of disciplined execution, market share gains and resilient earnings growth across economic cycles.
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BROKERS’ NOTES: Buy Nvidia, sell Meta

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By Peter Armitage
| BusinessLIVE Verified
Peter Armitage, CEO of Anchor Capital Buy: Nvidia The global technology giants are engaged in an unprecedented arms race, collectively deploying an estimated $650bn in capital expenditure to build the infrastructure for AI. The clearest beneficiary of this extraordinary investment cycle is Nvidia. With roughly 90% market share in high-performance GPUs — the critical engines powering AI workloads — Nvidia sits at the centre of the data centre build-out.
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