Wednesday, March 19, 2025

Ghost Bites (BHP – Anglo American | Calgro M3 | Insimbi | Mantengu Mining | Raubex | Stor-Age | Vodacom | WeBuyCars)

BHP's sweetened deal for Anglo was rejected again by the board. Numbers came in from Calgro M3, Raubex, Vodacom and WeBuyCars. Look out for news from Insimbi, Mantengu Mining and Stor-Age as well.

Ghost Bites (AngloGold | DRDGOLD | Novus | Sibanye-Stillwater | Trematon)

Gold updates came in from AngloGold and DRDGOLD, with Sibanye releasing a set of very disappointing numbers in the mining sector. Novus announced an acquisition and Trematon released a trading statement.

Ghost Bites (enX | KAL | Lesaka | MTN | Pan African Resources | RFG | Sappi)

Lesaka is scaling. Pan African Resources loves higher gold prices. enX, KAL, RFG and Sappi all released numbers, as did MTN Uganda.

Ghost Bites (AB InBev | Lesaka | MTN | Renergen)

AB InBev achieved margin growth despite volumes being lower. Lesaka has made a large acquisition. MTN Rwanda's EBITDA heads the wrong way. Renergen released financials.

Ghost Bites (Attacq | CMH | Gold Fields)

Attacq is buying the rest of Mall of Africa. CMH has steady operating profits, but funding costs ruin the party. Gold Fields had a poor quarter.

Ghost Bites (Accelerate Property Fund | Calgro M3 | Eastern Platinum | Orion | Redefine | Renergen)

Property news came in from Accelerate, Calgro M3 and Redefine. Look out for mining and energy updates from Orion and Eastern Platinum, as well as some progress on helium at Renergen!

Ghost Bites (Mondi | MTN | Netcare)

Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Mondi's Q1 was in line with company expectations...

Ghost Bites (Datatec | Life Healthcare | MTN | Quantum Foods | Sasol)

Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Datatec's earnings are growing - and in hard...
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