Ghost Bites
Ghost Bites (Motus | Pick n Pay | Prosus | Sibanye-Stillwater)
Motus announces its acquisition target. Pick n Pay maintains strong momentum. Prosus pulls out of the BillDesk deal. Sibanye invests further in green metals.
Ghost Bites
Ghost Bites (ARC | EOH | Nampak | Mr Price | Renergen | Telkom)
ARC is making further changes to management fees. EOH is stable operationally but the balance sheet remains a problem. Nampak has extended its existing debt. Mr Price beds down the Studio 88 deal. Renergen gave a quarterly update. Rain wants to merge with Telkom.
Ghost Bites
Ghost Bites (Capitec | Hyprop | Kibo Energy | Netcare | Thungela)
Capitec's valuation has finally taken a knock. Hyprop's balance sheet is much better. Kibo is spinning off a dedicated renewables company. Netcare's case mix is almost back to normal. Thungela has no interest in renewables. Motus explained themselves.
Ghost Bites
Ghost Bites (Anglo Platinum | Barloworld | Motus | Truworths)
Amplats stretches the definition of ESG. Barloworld's operations are doing well. Motus directors treat shareholders like a joke. Truworths can't let go of its CEO.
Ghost Bites
Ghost Bites (MC Mining | Oceana | Remgro | Stor-Age)
MC Mining is raising A$40 million on the market. Oceana Group is big on pilchards, low on hake. The market loved Remgro's results update. Stor-Age keeps doing the right things.
Ghost Bites
Ghost Bites (Ascendis | Gemfields | Remgro | Tiger Brands)
Ascendis can get more from Austell. Gemfields continues to sparkle. Remgro surprised the market with a Grindrod unbundling. Tiger Brands caught a bid with a big HEPS move.
Ghost Bites
Ghost Bites (Harmony and Exor | Investec | Kibo | Massmart)
Harmony and Ferrari have a common shareholder. Investec's earnings are looking decent. Kibo Energy is a company that all renewable energy enthusiasts should know about.
Ghost Bites
Ghost Bites (Blue Label Telecoms | Massmart | RMI | Santova)
Cell C lives to fight another day. Massmart has released the Walmart circular. RMI is becoming OUTsurance Group. Santova is acquiring a company in California.
