Friday, October 18, 2024

Ghost Bites (The Foschini Group | Jubilee Metals | Oasis Crescent Property Fund)

The Foschini Group shows that shopper behaviour is normalising. Jubilee Metals signs off on a busy year. Oasis Crescent Property Fund grows distributable income.

Ghost Bites (Altron | Dis-Chem | Fortress | Gemfields | Massmart | South32)

Altron reports a sharp recovery in profitability. Dis-Chem keeps winning market share. Fortress might avoid losing REIT status. Gemfields is under armed guard in Mozambique. South32's quarterly report is promising.

Ghost Bites (Orion | Raubex | Royal Bafokeng | Spear REIT)

Orion has announced a R250 million funding package. Raubex proves that construction can make money, Royal Bafokeng Platinum suffered a poor quarter. Spear REIT puts in another solid performance.

Ghost Bites (Clicks | Coronation | Gemfields | Santova | Sasol)

Clicks rallies 5% based on annual results. Coronation's AUM drops further and earnings are down. A worst nightmare situation at Gemfields is possible. Santova is still growing and is worth over R1 billion. Sasol suffers a bloody nose.

Ghost Bites (BHP | DRDGOLD | MTN and Telkom | Quilter | Standard Bank)

BHP's production numbers are higher, other than coal. DRDGOLD continues to struggle with margins. MTN has achieved the near-impossible: cancelling something with Telkom. Quilter has lost half its market value this year. Standard Bank signs off on another strong quarter.

Ghost Bites (Cashbuild | CMH | Hyprop | Pick n Pay)

The DIY and building industry keeps falling. CMH posts another bumper earnings result. Hyprop gets a positive credit outlook. Pick n Pay is on sale.

Ghost Bites (Calgro M3 | Labat | Mpact vs. Caxton | Murray & Roberts)

Calgro M3 is lining up a huge pipeline. Labat needs capital as cash is running low. Mpact responds to Caxton. Disaster at Murray & Roberts.

Ghost Bites (Caxton vs. Mpact | Mondi | Prosus | Quantum | Tongaat

Caxton vs. Mpact: the fight continues. Mondi announces a strong quarter. Prosus has managed to sell Avito to an oligarch. Quantum's financial performance is no yolk. Tongaat needs R1.5 billion for milling.
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