Monday, December 23, 2024

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.

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 (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 (Afrocentric | Datatec | Tharisa)

Afrocentric receives a complicated offer from Sanlam. Datatec's earnings are significantly lower. Tharisa has reported higher production numbers.
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