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Ryan Hoover  

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  • 11 Africa-Focused Mutual Funds And ETFs [View article]
    You're right, Kaskubar. South African firms are waking up to opportunities north of the Limpopo quickly, and in absence of frontier-listed stocks, they offer decent exposure to that region.

    The downside to South African firms is that the Johannesburg Stock Exchange is much more efficient than its less accessible counterparts in Nairobi, Lusaka, Lagos, and elsewhere in the sub-Sahara. Thus, you find that much of the African growth story has already been priced in to firms like Shoprite and MTN.
    Dec 7, 2012. 11:22 AM | 3 Likes Like |Link to Comment
  • Orca Exploration: An East African Gas Play [View article]
    Many thanks, Matt. Wentworth does indeed look to be a promising pure-play on East African gas, and I’m interested in learning more about it. I chose to cover Orca because it is, to my knowledge, the only company currently producing significant amounts of gas for Tanzania, and it has higher trading volume on the Pink Sheets than do Wentworth or Cove.

    I stand corrected on the route of the proposed pipeline. It stretches from Dar es Salaam to Mnazi Bay, but it will include a new processing facility at Songo Songo and the portion of the line between Dar and Songo Songo is prioritized. Given Tanzania’s growing energy demand, and, as you mentioned, the prospect of LNG development, it’s an exciting time for all the region’s gas producers.
    Nov 15, 2011. 11:58 AM | 1 Like Like |Link to Comment
  • An Africa-Focused Mutual Fund Strives To Keep Pace With Its ETF Peers [View article]
    Hi Angler,

    The post's headline is misleading. The 13.9% is NOT net of fees. So, it is actually under-performing the GAF since inception.

    I'm requesting an edit to the headline.

    Jul 19, 2011. 10:18 AM | Likes Like |Link to Comment