Wednesday, November 27, 2024

GHOST BITES (AYO Technology – Mustek | Insimbi Industrial Holdings | Sanlam | Visual International)

Sanlam has closed the Assupol deal. AYO sold a business to Mustek. Insimbi is in the red. Visual International is issuing shares to settle debt.

GHOST BITES (Calgro M3 | Datatec | Jubilee Metals | Richemont | Sirius Real Estate)

Calgro M3 and Datatec released excellent trading statements. Sirius Real Estate is also doing pretty well. Jubilee Metals pulled the trigger on the Project G deal. Richemont is hoping that YOOX will work better with different owners.

Ghost Bites (EOH | Metair | Northam Platinum)

EOH is still loss-making. Metair swoops in on Autozone to buy it out of business rescue. Northam Platinum sees value in renewable energy.

Ghost Bites (Alphamin | Balwin | Hammerson | Jubilee Metals | Telemasters | Vukile)

Alphamin reported record EBITDA. Vukile got a solid deal in Spain. Balwin, Jubilee Metals and Telemasters are struggling. Hammerson shows us the cost of long-dated money in the UK.

Ghost Bites (Brimstone – STADIO | Clientele | Delta | Lesaka | Powerfleet)

Lesaka has closed the all-important Adumo deal. Powerfleet closed the Fleet Complete deal. Clientele is considering an acquisition. Brimstone has sold its STADIO shares. Delta is selling two properties.

Ghost Bites (ADvTECH | Capitec | Kibo Energy | Trencor)

Capitec has released extraordinary results. ADvTECH is building a university in Sandton. Kibo Energy and Trencor have news on their futures.

Ghost Bites (Ethos Capital | MC Mining | Nampak | Netcare | PPC | Rainbow Chicken | Spar | York Timber)

Nampak has successfully refinanced its group. Netcare is on for a good year, but PPC investors need to be patient. Spar, York Timber and smaller counters Ethos Capital and MC Mining all released numbers. Rainbow Chicken extracted its results to help shareholders out.

Ghost Bites (Gemfields | Momentum | NEPI Rockcastle | PSG Financial Services | Transaction Capital | Trellidor)

Gemfields, Momentum, PSG Financial Services and Trellidor released numbers. NEPI Rockcastle is buying a large retail centre in Poland. Transaction Capital will not control SA Taxi going forward.
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