Construction
Unlock the Stock: Calgro M3 | Pan African Resources
In the latest edition of Unlock the Stock, we welcomed construction group Calgro M3 and mining house Pan African Resources to the platform.
Energy and Commodities
Sasol posts strong financial results, reinstates dividend
Sasol delivered a strong set of financial results against the backdrop of increased volatility resulting from ongoing geopolitical tensions, extended COVID-19 lockdowns and global supply chain disruptions.
Energy and Commodities
Ghost Bites Vol 74 (22)
Afrimat has good news on Glenover and bad news on Gravenhage. Ascendis has concluded its rights offer. Look out for earnings from Motus and Sun International, along with fascinating insights from BMW Financial Services.
Energy and Commodities
Pan African Resources: more gold and less debt
Pan African Resources is a rock solid operator that has outperformed its peers over the past year. Of course, as luck would have it, it's the one gold miner I didn't buy in 2021.
Energy and Commodities
Unlock the Stock: Tharisa plc
Tharisa plc's management team joined Unlock the Stock to give a presentation of the business and answer questions from investors.
Energy and Commodities
Orion belts out a capital raise
Orion is raising AUD20 million and has secured AUD6 million already. That leaves a big gap to close, especially as investors grow nervous of global conditions.
Agriculture and Food Producers
Omnia: a special year
Omnia has comprehensively beaten the market this year. With cyclical exposures and a major fight with SARS, there's much for investors to consider.
Energy and Commodities
Transnet is still hurting Thungela
Thungela is printing cash. It would print even more if Transnet performed properly. Nonetheless, investors are waiting for a hopefully juicy dividend in August.
Energy and Commodities
Gold Fields bets the farm – the market hates it
Gold Fields has announced a huge merger and the market seems to hate it. I can see why.
Construction
Afrimat crushes it again
Afrimat has done it again. With HEPS growth of 22.9%, FY22 was yet another solid year for a company that seems to deliver time and again.
Energy and Commodities
Harmony knocked by production numbers
Harmony Gold's Hidden Valley operation has taken the shine off results this year.
