Ghost Bites
Ghost Bites (Altron | Famous Brands | Kumba Iron Ore | Sappi | Sirius)
Altron reports a big jump in HEPS. Famous Brands has surpassed pre-pandemic earnings. Transnet is negatively impacting Kumba. Sappi released great quarterly guidance. Sirius put out a positive message but watch the numbers.
Ghost Bites
Ghost Bites (Emira Transcend deal | Finbond | Mpact vs. Caxton)
Emira's offer to Transcend has received regulatory approval. Finbond's losses have deepened. Mpact responds to Caxton.
Ghost Bites
Ghost Bites (Harmony Gold | Life Healthcare | Mpact vs. Caxton | Thungela)
Harmony Gold, or Harmony Copper? Life Healthcare emerges from the pandemic. The wrong kind of Mpact. Thungela can mitigate the Transnet strike.
Ghost Bites
Ghost Bites (Alphamin | Ascendis | Equites | Grand Parade | Massmart)
Alphamin beats production guidance. Ascendis is a step closer to selling to Austell. Equites is proof that the UK doesn't always beat the SA economy. GPI is still getting hurt by Mac Brothers. Massmart can't sell Game in Africa.
Ghost Bites
Ghost Bites (Anglo American | Aveng | Capitec | Oceana | Transcend)
Anglo American is serious about renewables. Aveng gets a great price for Trident Steel. Capitec rallies after announcing a life insurance licence. Oceana sells CCS Logistics. Transcend believes the Emira offer is unfair and unreasonable.
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.
