Ghost Bites
Ghost Bites Vol 72 (22)
Fortress has confirmed that it is engaging with the JSE about the pending loss of REIT status. Financial updates came in from Adcock Ingram, Exxaro, Curro, Grindrod, Grindrod Shipping, Caxton, Blue Label and more.
Ghost Bites
Ghost Bites Vol 71 (22)
Fortress REIT is in huge trouble. We saw a flurry of earnings from miners - DRDGOLD, Sibanye and Northam Platinum. Mpact has formally responded to Caxton.
Ghost Bites
Ghost Bites Vol 70 (22)
Mondi, like so many others, has fallen in love with Italy. BHP and Exxaro released results, as did HomeChoice and Transpaco. For some reason, company secretaries have been busy trading shares!
Ghost Bites
Ghost Bites Vol 69 (22)
Thungela's results and a R60 dividend set tongues wagging on Monday. Absa, Spur and others released results. Sappi has made some heavy-hitting executive appointments.
Ghost Bites
Ghost Bites Vol 68 (22)
Friday was a big day. Telkom responded to the rain press release, Mondi is selling its Russian business and Novus is buying 75% of Pearson SA. Resilient and Distell released results. The Caxton and Mpact fight is really heating up.
Ghost Bites
Ghost Bites Vol 67 (22)
MTN's earnings release led the day and put a major smile on my face after I punted at the shares. Many other earnings releases came through - Bidcorp, ADvTECH, Lighthouse, Italtile, Old Mutual and more. Sibanye has changed its strategy in the US.
Ghost Bites
Ghost Bites Vol 66 (22)
PSG's restructure has been approved, with some opportunistic s164 plays underway. The Central Energy Fund has finished its due diligence on Renergen. Earnings updates came in from Nedbank, MiX Telematics, Sabvest and others.
Ghost Bites
Ghost Bites Vol 65 (22)
BHP's opportunistic play for an Australian copper miner has been kicked to touch. The partial offer by New Veld for Alexforbes was a success. Mpact and OneLogix released earnings updates.
