Ghost Bites
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
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
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.
Ghost Bites
Ghost Bites (Glencore | Hudaco | MiX Telematics | MultiChoice)
Canal+ is swooping in on MultiChoice. Glencore's production fell in 2023. Hudaco was helped by its engineering business. MiX Telematics grew revenue and earnings.
Ghost Bites
Ghost Bites (Anglo American | Astral | Ellies | EOH | Hyprop | Impala Platinum)
Anglo American enjoyed better diamond sales. Astral has put in a strong recovery. Ellies is in business rescue. EOH is going sideways. Hyprop had a strong festive season. Impala Platinum's earnings are well down.
Ghost Bites
Ghost Bites (Argent Industrial | MiX Telematics | Pepkor | Shoprite | Transaction Capital)
Shoprite is still shooting the lights out. Pepkor released decent numbers. Transaction Capital is serious about unbundling WeBuyCars. Look out for Argent and MiX Telematics as well.
Ghost Bites
Ghost Bites (ArcelorMittal | Gemfields | MAS | Truworths | York Timber)
ArcelorMittal's profits were smashed. Truworths can be thankful for the UK business. York TImber is acquiring farms from Sappi. MAS released detailed balance sheet thinking. Gemfields sounds bullish.
Ghost Bites
Ghost Bites (Alphamin | BHP | Grindrod Shipping | Lewis | Novus | Sea Harvest – Brimstone)
Alphamin and Lewis released important numbers. Novus declared a special dividend. Grindrod Shipping gave a shipping rates update. BHP responds to media reports on the dam failure. Sea Harvest and Brimstone released circulars.
