DIAMOND

BIDCORP GROUP

Bidcorp is a diversified food service group that operates in developed and developing economies on five continents.

The business is very entrepreneurial and operates on a decentralized model, management has a depth and experience level that is enviable and the business culture positions the company well for sustained growth.

The company is a steady grower with a reliable dividend payer. The businesses operate in South Africa, Europe, the Americas and Australia.

The business is growing at 5 percent per annum in real terms. So, this is a steady performer and management can be commended to sticking to a tried and tested formulae which delivers organic and acquisitive growth. The company is constantly making bolt on acquisitions e.g. a purchase in Portugal will increase business there by 40 percent and an upgrade to the Rome facility is beginning to bear fruit.

Investment activity into new distribution capacity continues and eight bolt – on opportunities were concluded during the last reporting period. The shares can be considered a great currency hedge and a cornerstone for any portfolio.

DOG

ASPEN PHARMACARE HOLDING

Aspen is a global specialty and branded pharmaceutical company with a presence in emerging and developed markets. Aspen has more than 9000 employees at 63 offices in over 46 countries.

Aspen markets and manufacturers post-patent, branded medicines and domestic brands covering both hospital and consumer markets through key business segments.

Manufacturing capabilities cover a wide range of product types including steriles, oral solid dose, liquids, semi-solids, biologicals and active pharmaceutical ingredients.

The company is subject to headwinds from Chinese volume-based procurement (“VBP”) reductions and has to successfully integrate various regional transactions.

This highlights what is essentially a commodity business subject to horrible government interventions and price controls. Over the last five years the shares have lost 14% and the company has been a perennial under-performer. The share should be sold.

Now you can start compounding capital!

Extraordinary Profits From Ordinary Shares, Winning Stock Market Strategies

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William Meyer – 0796244031