Ghost Bites
Ghost Bites (Afrimat | Aveng | Grindrod | Karooooo | RCL Foods)
Afrimat sees a drop in profitability. Aveng looks increasingly interesting. Grindrod jumps after a trading update. Karooooo releases solid Q2 numbers. RCL Foods wants to unwind its B-BBEE deal.
Ghost Bites
Ghost Bites (Grindrod Shipping | Steinhoff | Spear | Zeder)
Grindrod Shipping announces the Taylor details. Steinhoff gives an update on PEPCO and others. Spear has acquired a great property. Zeder is trading at a 30% discount to NAV.
Ghost Bites
Ghost Bites (Afrocentric | Datatec | Tharisa)
Afrocentric receives a complicated offer from Sanlam. Datatec's earnings are significantly lower. Tharisa has reported higher production numbers.
Ghost Bites
Ghost Bites (Altron | Famous Brands | Kumba Iron Ore | Sappi | Sirius)
Altron reports a big jump in HEPS. Famous Brands has surpassed pre-pandemic earnings. Transnet is negatively impacting Kumba. Sappi released great quarterly guidance. Sirius put out a positive message but watch the numbers.
Ghost Bites
Ghost Bites (Emira Transcend deal | Finbond | Mpact vs. Caxton)
Emira's offer to Transcend has received regulatory approval. Finbond's losses have deepened. Mpact responds to Caxton.
Ghost Bites
Ghost Bites (Harmony Gold | Life Healthcare | Mpact vs. Caxton | Thungela)
Harmony Gold, or Harmony Copper? Life Healthcare emerges from the pandemic. The wrong kind of Mpact. Thungela can mitigate the Transnet strike.
Ghost Bites
Ghost Bites (Alphamin | Ascendis | Equites | Grand Parade | Massmart)
Alphamin beats production guidance. Ascendis is a step closer to selling to Austell. Equites is proof that the UK doesn't always beat the SA economy. GPI is still getting hurt by Mac Brothers. Massmart can't sell Game in Africa.
Ghost Bites
Ghost Bites (Anglo American | Aveng | Capitec | Oceana | Transcend)
Anglo American is serious about renewables. Aveng gets a great price for Trident Steel. Capitec rallies after announcing a life insurance licence. Oceana sells CCS Logistics. Transcend believes the Emira offer is unfair and unreasonable.
