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.
Ghost Bites
Ghost Bites (Bytes | City Lodge | Sasfin | York)
Although Bytes is showing solid growth, the share price has had a tough year. City Lodge's occupancy rate is finally tracking 2019 levels. Sasfin's ROE is worse than SA bond yields. York signs off on a horrible year.
Ghost Bites
Ghost Bites (Gemfields | Silverbridge | Thungela)
Gemfields has banked another great emerald auction result. Silverbridge is being subjected to an unusual s124 "squeeze out" by ROX Equity Partners. Thungela has signed a three-year wage deal.
Ghost Bites
Ghost Bites (AngloGold | Ethos Capital | Luxe Holdings)
AngloGold is off to Vegas (sort of). Ethos Capital NAV is moving the right way. Luxe Holdings may be getting even smaller. There were also significant director dealings in various companies.
