Sunday, December 22, 2024

Ghost Bites (Anglo American | Amplats | Famous Brands | Kumba | Oasis Crescent | Primary Health Properties | RMB Holdings | Santova |...

Aside from a number of production updates in the Anglo American stable, we saw earnings from Famous Brands, Santova, Spear REIT and Oasis Crescent. Also look out for Primary Health and RMB Holdings.

Ghost Bites (Datatec | Europa Metals | Richemont | Kibo Energy | Sasol | Southern Palladium | South32 | Textainer)

Textainer is going private. Datatec reported strong earnings. Richemont can close the deal with FARFETCH. Sasol and South32 released production updates. Europa Metals, Kibo Energy and Southern Palladium also featured.

Ghost Bites (Coronation | Finbond | Gemfields | Merafe | Reinet | Santova | Tiger Brands)

Tiger Brands is dropping its CEO. Coronation gave an AUM update. Finbond and Santova released numbers, while Merafe gave a production update. Gemfields gave a summary of share buybacks.

Ghost Bites (Mondi | Sasol | Vunani)

Mondi disappointed the market with the latest quarterly numbers. Sasol wants to have the ability to equity settle its convertible debt. Vunani released results.

Ghost Bites (Accelerate Property Fund | BHP | EOH | Pick n Pay | Quilter)

Pick n Pay's results were even worse than the market expected, with more pressure on the share price. EOH is stable but not appealing. Accelerate Property Fund sold two properties. BHP's quarterly report isn't encouraging. Quilter is growing in its core channels, but not really overall.

Ghost Bites (Exemplar REITail | Hyprop | Jubilee Metals | Ninety One | Primary Health Properties | Standard Bank | Tharisa | Zeder)

There's some activity in property, with a capital raise by Exemplar REIT, the listing of Primary Health Properties and the acquisition of Table Bay Mall by Hyprop. Look out for an important update by mining house Tharisa as well.

Ghost Bites (Adcorp | AEEI | Calgro | Cashbuild | Insimbi | Octodec | Raubex | Renergen | Schroder European Real Estate)

Adcorp, Calgro, Cashbuild, Insimbi and Raubex all gave earnings updates. Renergen responded to critics. AEEI could be going private.

Ghost Bites (African Bank and Sasfin | Deneb | Renergen)

Sasfin seems to have scored the deal of a lifetime in a disposal of businesses to African Bank. Deneb has sold some properties. Renergen responded to Albie Cilliers, but not via SENS.
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