Sunday, December 22, 2024

Ghost Bites (Cashbuild | Gold Fields | Santam | Textainer | Transaction Capital)

Cashbuild is still buckling under economic pressure. Gold Fields didn't fully capitalise on better gold prices. Santam grew earnings but not for the best reason. Textainer released results. Transaction Capital gave details of WeBuyCars unbundling.

Ghost Bites (Anglo American | Calgro M3 | Glencore | Sirius Real Estate)

Anglo American is looking to Finland for growth opportunities. Calgro M3's share buybacks have driven higher HEPS. Glencore is shutting a nickel operation. Sirius made two acquisitions in Germany.

Ghost Bites (Brimstone | enX | Kore Potash | Sasol)

Sasol shareholders are still suffering. There's good news at Kore Potash. Brimstone has reduced its stake in Equites. enX released the Eqstra circular.

Ghost Bites (Anglo American | Amplats | ArcelorMittal | British American Tobacco | Curro | Implats | KAL Group | Kumba | Mondi |...

Anglo American and its subsidiaries released production updates. Other industrials players like ArcelorMittal and Mondi featured, as did British American Tobacco and KAL Group. Look out for Curro and MultiChoice as well.

Ghost Bites (Lesaka Technology | Sappi | Spear REIT | Vodacom)

Lesaka's losses have narrowed. Sappi has swung from profits into losses. Spear REIT raised equity capital in a private placement. Vodacom's Please Call Me saga continues.

Ghost Bites (Bowler Metcalf | DRDGOLD | Lesaka | MTN | MultiChoice)

There's M&A news of very different kinds at Lesaka, MTN and MultiChoice. DRDGOLD's earnings growth is modest, unlike at Bowler Metcalf with great operating leverage.

Ghost Bites (Italtile | Mondi | MultiChoice | RCL Foods | Sun International | Vukile)

MultiChoice is rolling the dice with Canal+ in a way that even Sun International would be proud of. Great numbers from Vukile. Look out for Italtile, Mondi and RCL Foods as well.

Ghost Bites (British American Tobacco | MC Mining | Pan African Resources | Sanlam | Vodacom)

Sanlam is very busy with M&A. Vodacom is showing strong growth in Egypt. Pan African Resources' earnings are much higher. Look out for British American Tobacco and MC Mining as well.
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