Thursday, April 3, 2025

Ghost Bites (Grindrod | Kibo Energy | Ninety One | Trustco)

Grindrod has great news to report from the Maputo Port. Kibo Energy is trying hard to keep investors interested. Ninety One's AUM ticked higher. Trustco is doing some odd-looking things.

Ghost Bites (Metair | Northam)

Metair has appointed a new CEO to help stabilise the company after a terribly unlucky period. Northam has significantly increased production, especially in third party purchases.

Ghost Bites (Frontier Transport | Merafe | Sappi | Schroder European Real Estate | Tongaat)

Frontier Transport announced a special dividend. Merafe signed off on 2023 production. Sappi shuts the Lanaken Mill in Belgium. Schroder property valuations move lower. Tongaat creditors approved the plan.

Ghost Bites (Efora Energy | Kibo Energy | Pick n Pay | Tharisa)

Tharisa achieved a solid quarter of production. Sean Summers has made significant leadership changes at Pick n Pay. Kibo Energy issued a lot of shares to a lender. Efora Energy is suspended from trading but has acquired a property.

Ghost Bites (Kibo Energy | Life Healthcare | Lighthouse | Telkom | Texton)

Telkom is a step closer to a Swiftnet deal. Texton closes the rights offer. Life's disposal of Alliance Medical Group is unconditional. Lighthouse sells Hammerson. Kibo chases money.

Ghost Bites (AB InBev | Mondi | MTN)

AB InBev and Mondi are both wrapping up their exits of Russia, but with very different economic outcomes. MTN Nigeria has to act on unregistered SIM cards soon.

Ghost Bites (Accelerate Property Fund | Anglo American | Ascendis | Jubilee Metals | MC Mining | Richemont | Sabvest | Sun International |...

Considering how late in December this is, it was a busy day of news on the JSE. Not only did we see the release of results, but we also saw major deals from the likes of Sun International.

Ghost Bites (Grindrod | Huge Group | KAP | SA Corporate | Spear | Tharisa)

It seems that Grindrod has the Maputo port for longer. KAP's earnings have fallen sharply. Huge raised funding. Look out for news from SA Corporate, Spear REIT and Tharisa as well.
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