Monday, April 21, 2025

Ghost Bites (Aspen | Calgro M3 | Capital & Regional | Grindrod Shipping)

Aspen secured another contract, but they are vague on details. Calgro M3 flagged a big jump in HEPS. Capital & Regional closed the Gyle deal. Grindrod Shipping is a lesson in cycles.

Ghost Bites (Bowler Metcalf | Coronation | Orion Minerals | Sanlam | Santam | Shoprite | The Foschini Group)

It was a big day for retail updates, with Shoprite and The Foschini Group being the big news. We also saw updates from Bowler Metcalf, Coronation, Orion Minerals, Sanlam and Santam.

Ghost Bites (African Rainbow Minerals | AVI | Bidvest | Brimstone | Cognition | MAS | Nampak | Naspers + Prosus | PPC |...

On a busy day of news, we saw everything from corporate activity at Naspers / Prosus through to results in the agriculture and food space from the likes of RCL Foods, AVI and Sea Harvest. You'll also see numbers from companies ranging from Bidvest to MAS

Ghost Bites (Absa | Sable Exploration and Mining | Transcend Property + Emira | Trustco)

Absa implemented its B-BBEE deal. Sable announced a joint venture opportunity. Transcend and Emira released the joint buyout circular. Trustco is converting debt to equity.

Ghost Bites (Clientele | Fortress | Hammerson | Impala Platinum | Nampak | Sanlam | Santam | Truworths)

This is a good day to learn about how the new insurance accounting standard is distorting earnings. Also look out for property, mining and retail updates, along with Nampak pricing its rights offer.

Ghost Bites (Anglo American | Aspen | Bidcorp | Blue Label Telecoms | Cashbuild | Caxton and CTP | Harmony | KAP | Motus...

In a gigantic day of news, we saw updates from almost every sector. Get the latest on Anglo American, Aspen, Bidcorp, Blue Label, Cashbuild, Caxton, Harmony, KAP, Motus, Murray & Roberts, Nampak, STADIO and Woolworths with one click.

Ghost Bites (Master Drilling | Nampak | Sibanye-Stillwater | Super Group | Thungela | Transpaco)

It's a day of extremes. Master Drilling is doing well in the mining industry and Sibanye isn't. Nampak needs money from shareholders whereas Transpaco is rewarding shareholders. Super Group released great numbers. Thungela closed the Aussie deal.

Ghost Bites (ADvTECH | CA Sales Holdings | Cognition | Italtile | Murray & Roberts)

ADvTECH put on a masterclass in operating leverage and CA Sales Holdings is also flying. The exact opposite is true at Murray & Roberts. Italtile is struggling in this environment. Cognition released a trading statement.
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