Thursday, January 9, 2025

Ghost Bites (Anglo American | British American Tobacco | Equites | Hammerson | Mpact | PPC | Spar | Tharisa)

Market stalwarts Anglo American and British American Tobacco released results, with important updates coming in from Equites, Hammerson, Mpact, PPC, Spar and Tharisa.

Ghost Bites (AECI | Balwin | Primary Health Properties | Vodacom)

Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: The market didn't enjoy the AECI update (JSE:...

Ghost Bites (Anglo American | Anglo American Platinum | Cashbuild | Kumba Iron Ore | Mpact | Mr Price | Sasol | South32 |...

In this bumper update covering two days of news, there were various mining and energy updates (Anglo / Anglo Platinum / Kumba / South32 / Sasol), as well as consumer sector updates from Mr Price and Cashbuild. Mpact and Vukile also featured.

Ghost Bites (Accelerate Property Fund | Ascendis | Capital & Regional | Karooooo | Prosus | Reinet)

Accelerate Property Fund is having a really tough time. Capital & Regional has attracted another potential suitor. The Ascendis deal is dead. Karooooo is growing strongly. Prosus has given the CEO a moonshot. Reinet fund's NAV has ticked higher.

Ghost Bites (Anglo American | Anglo American Platinum | Brait | Capital & Regional | Kumba Iron Ore | Orion Minerals | RMB Holdings)

On a big day of mining updates, we saw news from Anglo American, Anglo American Platinum, Kumba Iron Ore and Orion Minerals. Brait is ready for the rights offer. Capital & Regional might still have a deal. RMB Holdings declared a dividend.

Ghost Bites (Ascendis | BHP | Vukile)

There's another twist in the Ascendis tale. BHP has released an operational update for the full year. Vukile is on a debt capital markets roadshow.

Ghost Bites (Brait | Richemont)

Richemont could only manage flat sales in the latest quarter, with Asia Pacific as the pressure point. Brait is ready to launch the rights offer.

Ghost Bites (Bell Equipment | Murray & Roberts | Northam Platinum | Pick n Pay | Sappi | Sasfin)

Bell Equipment is going private via a scheme of arrangement. Sasfin might be going private, but I'm less convinced. Pick n Pay released the rights offer circular. Murray & Roberts, Northam Platinum and Sappi also had news.
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