
Calvin Froedge


Insights from Capital Link Forum 2024

Sibanye crushed in major lawsuit loss - is bankruptcy imminent?

If I could design a political platform

Quick review of names / themes discussed this year

Portfolio update

Dumping my bags

Idea: Marine Builder

Sibanye Cash Flow Estimation
Marhelm content - weekly roundup

The Parex Update

Sasol - I think the bottom is in

GeoPark - COP devaluation drives tax surprise, but strong shareholder returns continue
Braskem Results - Improving Cashflow, Long Runway

Parex - Bad reaction, excellent numbers
