Ghost Bites
Ghost Bites (Absa | Aveng | Barloworld | Blue Label Telecoms | Dis-Chem | Discovery | Steinhoff)
Absa is a solid bank now. Aveng drops after a trading statement. Barloworld is heavy on the narrative, light on the numbers. Blue Label remains impossible to understand. Dis-Chem reports uninspiring numbers. Discovery pretends that interest rates don't exist. Steinhoff: it's not fun, but it's fair.
Ghost Bites
Ghost Bites (African Rainbow Minerals | Brimstone | Equites | Grindrod Shipping | South32 | Zeda)
ARM reports higher earnings. There isn't much fire at Brimstone. Equites does another Shoprite deal. Grindrod Shipping: which way from here? South32 needs better margins. Zeda off to a good start.
Ghost Bites
Ghost Bites (AngloGold | Cashbuild | DRDGOLD | Emira | Gemfields | Glencore | Gold Fields | Jubilee Metals | Life Healthcare | Murray...
AngloGold, DRDGOLD and Pan African Resources all released updates in the gold sector. Glencore had a terrific year. Life Healthcare shareholders got a nice surprise. Look out for several other company updates as well!
Ghost Bites
Ghost Bites (AfroCentric | Gemfields | Santam | Spar | Telkom | Textainer)
The Afrocentric - Sanlam deal got the green light. There are nervous faces at Gemfields as insurgency returns in Mozambique. Santam's earnings are down. Spar is fighting its way back. Telkom is retrenching. Textainer's earnings are slowing down.
Ghost Bites
Ghost Bites (Anglo American Platinum | Attacq | Curro | EOH | Italtile | Metrofile | Spear REIT | Transcend Residential Property Fund)
Amplats suffered a nasty drop in earnings. Attacq jumped on deal news. Curro's earnings are moving higher. EOH's rights offer is successful. Italtile signs off on a tough period. Metrofile invests in the Middle East. Spear sells the Liberty building. Transcend releases results.
Ghost Bites
Ghost Bites (Alphamin | Distell | MultiChoice | Pan African Resources | Stefanutti Stocks)
Alphamin delivers a drilling update from Mpama South. Distell must still be patient. Canal+ invests further in MultiChoice. Pan African Resources cools off. There's share register action at Stefanutti Stocks.
Ghost Bites
Ghost Bites (ArcelorMittal | British American Tobacco | Emira | Kaap Agri | Spur | Steinhoff)
ArcelorMittal releases annual results. British American Tobacco is still a cash cow. Emira's earnings are up. Kaap Agri posts a terrific quarter. Spur is up strongly. Steinhoff tanks further.
Ghost Bites
Ghost Bites (Anglo American | Coronation | Lesaka | Orion | Pick n Pay | Sappi | Steinhoff | WBHO)
Anglo invests in Canada. Coronation's dividend is gone thanks to SARS. Lesaka jumps after beating guidance. Orion lands the IDC package. Pick n Pay is doing horribly. Sappi dips on a downturn. Steinhoff reduces Pepkor. WBHO earnings jump.
