Ghost Bites
Ghost Bites (Brimstone | enX | Kore Potash | Sasol)
Sasol shareholders are still suffering. There's good news at Kore Potash. Brimstone has reduced its stake in Equites. enX released the Eqstra circular.
Ghost Bites
Ghost Bites (Anglo American | Amplats | ArcelorMittal | British American Tobacco | Curro | Implats | KAL Group | Kumba | Mondi |...
Anglo American and its subsidiaries released production updates. Other industrials players like ArcelorMittal and Mondi featured, as did British American Tobacco and KAL Group. Look out for Curro and MultiChoice as well.
Ghost Bites
Ghost Bites (Lesaka Technology | Sappi | Spear REIT | Vodacom)
Lesaka's losses have narrowed. Sappi has swung from profits into losses. Spear REIT raised equity capital in a private placement. Vodacom's Please Call Me saga continues.
Ghost Bites
Ghost Bites (Bowler Metcalf | DRDGOLD | Lesaka | MTN | MultiChoice)
There's M&A news of very different kinds at Lesaka, MTN and MultiChoice. DRDGOLD's earnings growth is modest, unlike at Bowler Metcalf with great operating leverage.
Ghost Bites
Ghost Bites (Italtile | Mondi | MultiChoice | RCL Foods | Sun International | Vukile)
MultiChoice is rolling the dice with Canal+ in a way that even Sun International would be proud of. Great numbers from Vukile. Look out for Italtile, Mondi and RCL Foods as well.
Ghost Bites
Ghost Bites (British American Tobacco | MC Mining | Pan African Resources | Sanlam | Vodacom)
Sanlam is very busy with M&A. Vodacom is showing strong growth in Egypt. Pan African Resources' earnings are much higher. Look out for British American Tobacco and MC Mining as well.
Ghost Bites
Ghost Bites (Glencore | Hudaco | MiX Telematics | MultiChoice)
Canal+ is swooping in on MultiChoice. Glencore's production fell in 2023. Hudaco was helped by its engineering business. MiX Telematics grew revenue and earnings.
Ghost Bites
Ghost Bites (Anglo American | Astral | Ellies | EOH | Hyprop | Impala Platinum)
Anglo American enjoyed better diamond sales. Astral has put in a strong recovery. Ellies is in business rescue. EOH is going sideways. Hyprop had a strong festive season. Impala Platinum's earnings are well down.
