To Investors
Earlier this year it was announced that the agreement between Transnet and Philippines based International Container Terminal Services Inc. (ICTSI) would be put on hold due to a court dispute that APM Terminals filed to challenge the deal.
This deal would be a first in South Africa where Transnet welcomed a private port terminal operator, which was also a desperately needed move.
My deep dive on Rejuvenating South Africa’s Shipping Ports draws on my 5 years of experience in the freight logistics and shipping space, and looks at why that deal with ICTSI is important, the state of South Africa’s ports and their importance in global trade, as well as examples of modern ports and why its important for South Africa to have high quality ports.
Hope you enjoy reading it
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Download: Rejuvenating South Africa’s Shipping Ports
On the journey to becoming a master capital allocator, one lesson down, a billion more to go
Hope you have a great day
-Mansa