Ghost Bites
GHOST BITES (Afrimat | Anglo American | Amplats | Aveng | CA Sales Holdings | Emira | Quantum Foods)
Afrimat's full-year results are going to be interesting. Anglo American is getting as much cash as possible out of Amplats before the demerger. Aveng's share price is still dropping. CA Sales announced another bolt-on deal. Quantum Foods is having an excellent period. Emira released the Polish deal circular.
Ghost Bites
GHOST BITES (Aveng | Jubilee Metals | Metair)
Aveng shareholders are licking their wounds. Jubilee is trying to catch up lost production at Roan. Metair is making major strategic changes in its business, but that balance sheet looks frightening.
Ghost Bites
GHOST BITES (Barloworld | British American Tobacco | Caxton | iOCO | Italtile | Sibanye | South32)
The offer to Barloworld shareholders isn't getting any higher. The appeal of British American Tobacco remains a mystery to me. South32 is in great health. Caxton, iOCO and Italtile released trading statements. Neal Froneman is retiring from Sibanye.
Ghost Bites
GHOST BITES (KAP | Pan African Resources | Northam Platinum | Trellidor)
Earnings pressure is clear at KAP and Northam Platinum, for very different reasons of course. Pan African Resources disappointed the market in the interim period, but the chart now looks interesting. Trellidor had a spectacular day of recovery.
Ghost Bites
GHOST BITES (Impala Platinum | Santam)
Impala Platinum's earnings have nosedived. Santam had already enjoyed a strong interim period and it looks like things got even better in the second half of the year.
Ghost Bites
GHOST BITES (Pan African Resources | Powerfleet | Telkom)
Pan African Resources needs a strong second half. Powerfleet's key growth metrics have gone in the right direction. Telkom's EBITDA is a highlight and so is mobile subscriber growth.
Ghost Bites
GHOST BITES (Nampak | RCL Foods)
Nampak is about to bank the I&CS disposal proceeds. RCL Foods has flagged a very tasty jump in HEPS.
Ghost Bites
GHOST BITES (Anglo American | Anglo American Platinum | ArcelorMittal | DRDGOLD | Gold Fields | Hudaco | KAL Group | Kumba Iron Ore...
It was a very busy day of news in mining, with the Anglo group companies as well as DRDGOLD and Gold Fields all releasing updates. ArcelorMittal is trying to save the longs business. Hudaco has a sobering outlook. KAL Group is off to a solid start this year. Lesaka hit guidance once again.
