Ghost Bites
Ghost Bites (Clicks | Nampak | Nedbank | Nu-World | Steinhoff)
Clicks is growing, but not very quickly. Nampak has a new CEO. Nedbank plans an odd-lot offer. Nu-World releases detailed results. Steinhoff doesn't deserve Pepco.
Ghost Bites
Ghost Bites (British American Tobacco | Exemplar REITail | Glencore | Purple Group | Raubex | TWK | Zeder)
There's big news from Purple Group re: the Philippines. Glencore may go hostile for Teck. Raubex released strong results. There are also updates from BAT, Exemplar, TWK and Zeder.
Ghost Bites
Ghost Bites (Afrimat | Anglo American | Capitec | Copper 360 | Ninety One | Sasol)
Afrimat and Capitec were the major earnings releases on the day. There's copper news from Anglo American and Copper 360. Ninety One's AUM drops further. Sasol is popular with banks.
Ghost Bites
Ghost Bites (AH-Vest | Altron | Brikor | Investec Property Fund | Sirius)
Altron releases a tough trading update with questionable adjustments. Investec Property Fund gives details of the ManCo internalisation. AH-Vest and Sirius released earnings updates and Brikor is a step closer to a mandatory offer.
Ghost Bites
Ghost Bites (AH-Vest | Industrials REIT | Grand Parade | Rex Trueform | Sappi | Universal Partners)
AH-Vest gets squeezed by load shedding. Blackstone formalises the offer for Industrials REIT. Sappi's sale of European mills falls through. Dentistry pays at Universal Partners. Grand Parade has a new CEO. Rex Trueform releases solid numbers.
Ghost Bites
Ghost Bites (Aveng | BHP | Delta | PSG Konsult | Schroder | Steinhoff | Tharisa | Tradehold | Vunani)
Aveng was Thursday's big loser. BHP and Delta Property Fund are doing deals. PSG Konsult, Schroder and Tharisa released financial updates. Steinhoff marches towards zero. Tradehold changes name and Vunani never changes.
Ghost Bites
Ghost Bites (Brikor | De Beers | Stor-Age)
The mandatory offer for Brikor can't be far away. De Beers sales are in line with expectations. Stor-Age is doing clever deals in the UK that bring a capital-light element to the model.
Ghost Bites
Ghost Bites (Alphamin | Glencore | Grand Parade | PBT | Primeserv | Rex Trueform | Royal Bafokeng Platinum | Sibanye-Stillwater | Zeder)
Alphamin achieved record production. Glencore tries again with Teck. Sibanye wins the hearts of 10 international banks. PBT declares a special dividend. These and more in Ghost Bites.
