Professional
Added to YB: 2025-06-09
Pitch date: 2025-04-30
HCI.JO [neutral]
Hosken Consolidated Investments Limited
+7.81%
current return
Author Info
No bio for this author
Company Info
Hosken Consolidated Investments Limited, an investment holding company, operates in hotel and leisure, interactive gaming, media and broadcasting, transport, and mining and properties businesses in South Africa and internationally.
Market Cap
ZAR 11.1B
Pitch Price
ZAR 131.71
Price Target
N/A
Dividend
1.74%
Sector
Industrial Conglomerates
Category
value
Desert Lion Portfolio Holding: Hosken Consolidated Investments Limited
HCI.JO (holding update): Diversified holding co led by proven capital allocator Johnny Copelyn. Portfolio spans gaming, media, transport, hospitality & energy. Key asymmetric upside from Namibian Orange Basin offshore oil - one of most promising hydrocarbon regions globally. Deep value with significant earnings growth potential as developments come online, yet market valuation reflects neither asset quality nor energy optionality.