To De Beers or not to De Beers Pt 2: An investment analyst perspective

That letter became an article which I published in Mmegi but in both submissions there was a lack of data to feed the opinion. In this article, I try to feed the national discourse with some important data and considerations that an investment analyst would consider in making the decisions. Unlike in my original submission, I will try to avoid offering an opinion on which way to go but rather focus on the cold hard facts that the government and its appointed consultants would likely focus on and hopefully this will assist Batswana out there to form their own opinions on the strategic move.

Below are the four major factors that in these kind of instances, an investment analyst would consider for any deal as they prepare a motivation to their investment committee: