Ghost Bites
Ghost Bites (Brait | Copper 360 | Remgro | Sabvest | Transaction Capital – WeBuyCars)
In a battle of the investment holding companies, both Remgro and Sabvest released results. Brait's placement of Premier shares was oversubscribed. Transaction Capital didn't get the price it wanted for WeBuyCars. Look out for Copper 360 as well.
Ghost Bites
Ghost Bites (Brait | Bytes | Discovery | JSE | MC Mining | Merafe | OUTsurance | Sibanye-Stillwater | STADIO | Sun International |...
On a very busy day of company news, we saw numbers come in from Discovery, JSE, Merafe, OUTsurance, STADIO, Sun International and Thungela. There's corporate activity at Brait, MC Mining and Sibanye-Stillwater.
Ghost Bites
Ghost Bites (Clientele | Libstar | MC Mining | Montauk Renewables | Oceana | Remgro | York Timber)
Libstar and Oceana released interesting numbers, while York Timber is struggling for profitability. Clientele, Montauk Renewables and Remgro also updated the market. MC Mining gets more juicy by the day as a takeover battle.
Ghost Bites
Ghost Bites (African Rainbow Capital | Caxton – Cognition | Exxaro | MC Mining | Resilient | Standard Bank)
Standard Bank had a great year in 2023. African Rainbow Capital is looking better, for the most part. Look out for Caxton's deal with Cognition, as well as Exxaro, MC Mining and Resilient.
Ghost Bites
Ghost Bites (British American Tobacco | Burstone | De Beers | EOH | Growthpoint | Hyprop | Momentum | Orion | Quantum Foods |...
Growthpoint and Hyprop both suffered a dip in earnings, but only one suspended dividends. Look out for British American Tobacco, Burstone, De Beers, EOH, Momentum, Orion, Quantum Foods and The Foschini Group as well.
Ghost Bites
Ghost Bites (Attacq | Brait | British American Tobacco | Capitec | Homechoice | Hyprop | MC Mining | Old Mutual | Truworths |...
On a busy and interesting date of news, we saw updates come in from Attacq, Brait, British American Tobacco, Capitec, Homechoice, Hyprop, MC Mining, Old Mutual, Truworths and WeBuyCars.
Ghost Bites
Ghost Bites (Absa | EPE Capital Partners | Lighthouse | Metair | Remgro | RFG Holdings)
Absa underperformed its peers in 2023. Investment holdcos EPE Capital Partners and Remgro both struggled. Metair is turning the corner. Pricing increases kept RFG Holdings in the green. Lighthouse is on the acquisition trail.
Ghost Bites
Ghost Bites (African Rainbow Minerals | Capital & Regional | Capitec | Caxton | Fortress | MC Mining | Mondi | Mpact | Quantum...
Caxton, Mondi and Mpact bring you updates from the world of paper and packaging. In property, we had Capital & Regional as well as Fortress. In mining, African Rainbow Minerals and MC Mining released updates. Also look out for Quantum Foods!
