Monday, December 23, 2024

Ghost Bites (Aspen | Capital Appreciation | Grand Parade | ISA Holdings | Mustek)

It was a day for good news at Aspen and a mixed bag of updates in the technology sector, with the latest from Capital Appreciation, Mustek and ISA Holdings. Grand Parade swung into a profit.

Ghost Bites (AfroCentric | AngloGold | Fairvest | Gemfields | Mondi | Oceana | Prosus + Naspers | RFG | Zeder)

Bob van Dijk is out at Prosus. It was a day for food and agriculture updates, with Oceana, RFG and Zeder all weighing in. AfroCentric released earnings. AngloGold and Mondi had M&A news. Gemfields reported on an emeralds auction.

Ghost Bites (Gold Fields | OUTsurance | Putprop | York Timber)

Gold Fields announced a delay at Salares Nortes. OUTsurance is a rare SA success story in Australia. Putprop remains at a huge discount to NAV. York Timber is still struggling.

Ghost Bites (African Rainbow Capital | AfroCentric | FirstRand | Gemfields | Metair | Sibanye-Stillwater)

Things are starting to look better at ARC. AfroCentric suffered a big drop in earnings. FirstRand takes a cautious approach. Gemfields disappointed the market. Metair's bad luck remains. Sibanye is retrenching in the gold operations.

Ghost Bites (Attacq | Gemfields | Growthpoint | Lesaka | Old Mutual | Momentum Metropolitan | Pan African Resources | Putprop | Universal Partners)

Attacq, Growthpoint and Putprop reported in the property sector. Gemfields needs better emeralds and Pan African needs more gold. Old Mutual and Momentum gave us financial services news. Lesaka and Universal Partners also released news.

Ghost Bites (Brikor | Discovery | Kore Potash | Libstar | Stefanutti Stocks | WBHO)

Brikor is under mandatory offer. Discovery released very adjusted earnings. Libstar's volumes are down. There's construction sector news at Stef Stocks and WBHO. Kore Potash rounds out the day of news.

Ghost Bites (Bell Equipment | City Lodge | Metrofile | Sun International | Transaction Capital | Transpaco)

There's more drama at Transaction Capital. On a busy day for hospitality stocks, City Lodge and Sun International reported numbers. Bell Equipment and Metrofile also released results. Transpaco is buying back a big chunk of shares.

Ghost Bites (Capitec | Caxton | Curro | Hammerson)

Capitec's trading statement was the news of the day, with Caxton's results also a focus area. Curro has layered sustainability metrics onto existing funding and Hammerson is also making balance sheet changes.
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