Sam Mokorosi from Vunani Capital and David Shapiro from Sasfin Securities talk to Business Day TV
Sam Mokorosi from Vunani Capital chose Afrimat as his stock pick of the day and David Shapiro from Sasfin Securities chose to look offshore.
Mokorosi said: “Afrimat has been on our radar, we like the way that they’ve been making smart acquisitions at the bottom of the cycle and, if you look at the iron-ore price as well, it is looking good.” Shapiro said: “I’m going to continue to look offshore, I’m just staggered by the amount of data that is being used, I continue to push the themes of health and data.”
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