Saturday, December 20, 2025

Ghost Bites (Grindrod | Huge Group | KAP | SA Corporate | Spear | Tharisa)

It seems that Grindrod has the Maputo port for longer. KAP's earnings have fallen sharply. Huge raised funding. Look out for news from SA Corporate, Spear REIT and Tharisa as well.

Ghost Bites (AEEI | RMB Holdings | Sea Harvest | Thungela)

AEEI is profitable without AYO Technology. RMB Holdings is paying another special dividend. Sea Harvest is on the acquisition trail. Thungela is doing better in Australia than expected.

Ghost Bites (enX | Jubilee Metals | Marshall Monteagle | Trustco)

enX is selling Eqstra to Nedbank. Jubilee Metals has taken a big step forward with its coal strategy. Look out for earnings news from Marshall Monteagle and Trustco as well.

Ghost Bites (African Rainbow Capital | Eastern Platinum | Grindrod Shipping | Harmony | Italtile | MAS | RMB Holdings)

Consumer spending is still an issue for Italtile. MAS is continuing with its cautious approach to the balance sheet. Look out for several other company updates as well.

Ghost Bites (Absa | Anglo American | Anglo American Platinum | Kumba Iron Ore | Murray & Roberts)

It was a day filled with mining updates from the Anglo American group, along with a positive update from Murray & Roberts and tough guidance at Absa.

Ghost Bites (Accelerate Property Fund | African Rainbow Capital | Mondi | Southern Palladium | Spur | Wesizwe Platinum)

Spur is taking you to Italy and African Rainbow Capital is taking you to the Philippines - literally, in the case of the latter. Also get the latest on Mondi, Accelerate Property Fund and more.

Ghost Bites (AYO Technology | British American Tobacco | Gemfields | Metair | Nedbank | Rebosis | Schroder Real Estate | Texton | Tharisa...

The biggest news of the day was British American Tobacco's impairment and outlook, which drove a 10% drop in the share price. A number of other companies released updates as well.

Ghost Bites (Lesaka Technologies | Marshall Monteagle | RMB Holdings | Shaftesbury | Transaction Capital)

The biggest news of the day was not just the results at Transaction Capital, but the significant strategic steps that the group might be taking. Also look out for the likes of Shaftesbury and RMB Holdings, with a leadership change at Lesaka as well.
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