Sunday, December 22, 2024

Ghost Mail (Adcorp | Alviva | Brimstone | Ellies | Mpact)

Adcorp to shut down allaboutXpert Australia. There's a firm offer for Alviva. Brimstone releases its NAV update. Ellies is a group in transition. Mpact to invest R1.2 billion in Mpumalanga.

Ghost Bites (Barloworld | Gold Fields | Nutritional Holdings | Orion Minerals | RMB Holdings | Vodacom)

Barloworld's spin-off of Zeda is complete. Chris Griffith is out at Gold Fields. Nutritional Holdings will be kicked off the JSE. Orion secures a funding package. RMB Holdings interim results. Vodacom closes the Egypt deal.

Ghost Bites (Aspen | Ellies | Northam Platinum – Royal Bafokeng Platinum | PBT Group | Shoprite – Massmart)

Aspen takes a big step for vaccines in Africa This deal includes the receipt of $30 million in funding Back in August, Aspen announced an agreement...

Ghost Bites (Anglo | Amplats | ARC | Gemfields | Italtile | Kumba | Spar)

Anglo looks to the future. Amplats faces operational pressures. ARC updates the market. Rubies are red, Gemfields is green. Italtile hints at its performance. Kumba updates guidance. Spar responds to media allegations.

Ghost Bites (British American Tobacco | Rebosis | Thungela)

British American Tobacco needs to keep increasing prices because volumes are falling. Rebosis issued a business rescue and operational update. Transnet keeps letting Thungela down.

Ghost Bites (Absa | Capital & Regional | Fortress | Sanlam)

Absa is also enjoying the banking party. Capital & Counties brings a property view from the UK. Sanity may prevail at Fortress. Karooooo subscriber growth looks strong. Sanlam numbers under pressure.

Ghost Bites (Glencore investor update | Schroder results)

Glencore chose an excellent day to release an investor update, with little other news on the market. Schroder European Real Estate is looking good on key metrics.

Ghost Bites (Hyprop | Metair | Murray & Roberts | Nampak | Nedbank | Oceana | Tharisa | York)

Hyprop reports improved trading conditions. Metair proves its mettle. Disaster at MUR. Nedbank is doing well. Nampak drops further. Oceana had a better second half. Tharisa's record profits. York taps the market.
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