COBUS CILLIERS: Unearthing investment gems amid the manure

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A look up and down any value chain and how it is placed can yield surprising benefits

Every now and then, a specific phrase gets coined to refer to an event which affects financial markets and it appears in business and investment headlines. The genesis of these phrases make for interesting reading, such as the “taper tantrum” in 2013 when the US Treasury yields surged, or the “Asian Contagion” in 1997, which refers to the Asian financial crisis in 1997.

One of the more pronounced challenges over the past six to 12 months, has been the global semiconductor shortage which has had far reaching implications for the entire world, and is still negatively affecting several companies, though for a select few companies it was a positive impact.

As with most things in life, it is always easier to illustrate this process with a real-life example: let us look at the fertiliser value chain.

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