Ghost Bites
Ghost Bites (CMH | Karooooo | Kore Potash)
The new car market is finally cracking. Karooooo is focusing on the right stuff now. Kore Potash's quarterly report is a useful summary.
Ghost Bites
Ghost Bites (Jubilee Metals | Markus Jooste | PSG Financial Services | Redefine | Rex Trueform)
Jubilee reported record production but it didn't help. Markus Jooste got the maximum fine by the JSE. PSG released high quality numbers. Redefine won an arbitration in Poland. Rex Trueform is looking interesting these days.
Ghost Bites
Ghost Bites (Equites Property Fund | MiX Telematics | Brikor | Sappi | Southern Palladium)
Equites is under pressure. MiX Telematics has attracted a suitor. Nikkel bought more of Brikor. Sappi is possibly closing another mill. Southern Palladium released drilling results.
Ghost Bites
Ghost Bites (Alphamin | Famous Brands | Sirius Real Estate | Transpaco)
Alphamin's quarter-on-quarter numbers look better. Famous Brands is struggling. Sirius sounds upbeat. Transpaco is being mature with capital allocation.
Ghost Bites
Ghost Bites (Equites | Renergen | Sibanye-Stillwater)
Equity Property Fund's interim dividend is down 19.9% year-on-year. Renergen isn't handling a social media storm in the right way. Sibanye has approved phase two at Keliber lithium,
Ghost Bites
Ghost Bites (De Beers – Anglo American | Datatec | Fortress | Kibo Energy | Life Healthcare | Newpark)
Fortress has a solution for the dual-class structure. Life Healthcare announced a deal for AMG. I stand by my view on lab-grown diamonds. Datatec is doing well. Look out for Kibo Energy and Newpark as well.
Ghost Bites
Ghost Bites (Ascendis | Finbond | FirstRand | Kibo Energy | Mondi | Murray & Roberts | Stefanutti Stocks)
Major leadership changes at FirstRand were the talk of the town. Look out for news from Ascendis, Finbond, Kibo Energy and Stefanutti Stocks as well. Mondi is out of Russia. Murray & Roberts is going back into Australia.
Ghost Bites
Ghost Bites (Anglo American | Ellies | Newpark REIT | PSG Financial Services | Sirius | Tharisa | Transcend – Emira | Trustco)
Anglo gives details on the crop nutrients business. Ellies delays the circular (again). Newpark and PSG both releases strong numbers. Sirius recycled capital. Tharisa updated the market on Karo. Transcend shareholders approved the deal. Trustco is doing Trustco things.
