Wednesday, January 8, 2025

Ghost Bites (Brimstone – STADIO | Clientele | Delta | Lesaka | Powerfleet)

Lesaka has closed the all-important Adumo deal. Powerfleet closed the Fleet Complete deal. Clientele is considering an acquisition. Brimstone has sold its STADIO shares. Delta is selling two properties.

Ghost Bites (ADvTECH | Capitec | Kibo Energy | Trencor)

Capitec has released extraordinary results. ADvTECH is building a university in Sandton. Kibo Energy and Trencor have news on their futures.

Ghost Bites (Ethos Capital | MC Mining | Nampak | Netcare | PPC | Rainbow Chicken | Spar | York Timber)

Nampak has successfully refinanced its group. Netcare is on for a good year, but PPC investors need to be patient. Spar, York Timber and smaller counters Ethos Capital and MC Mining all released numbers. Rainbow Chicken extracted its results to help shareholders out.

Ghost Bites (Gemfields | Momentum | NEPI Rockcastle | PSG Financial Services | Transaction Capital | Trellidor)

Gemfields, Momentum, PSG Financial Services and Trellidor released numbers. NEPI Rockcastle is buying a large retail centre in Poland. Transaction Capital will not control SA Taxi going forward.

Ghost Bites (Burstone | Barloworld | CMH | Emira | FirstRand | Metair | Old Mutual | Safari)

On an extremely busy day of news, we saw updates from property groups Burstone, Emira and Safari, along with difficulties at Barloworld, CMH and Metfair. In financial services, both FirstRand and Old Mutual had important news, along with numerous other companies in the Nibbles section.

Ghost Bites (Attacq + Hyprop | Capital & Regional + Growthpoint | Choppies | Gemfields | Vukile)

Attacq and Hyprop completed the African deals. Growthpoint will support the NewRiver offer for Capital & Regional. In further property news, Vukile released a pre-close update. Choppies and Gemfields released numbers.

Ghost Bites (Grand Parade | Hyprop | Jubilee Metals | NEPI Rockcastle | South32 | Trellidor | Texton)

Trellidor is showing signs of life. Numbers came in from Grand Parade and Texton. Hyprop is a step closer to being out of Africa, but Jubilee Metals is loving Zambia. NEPI taps the bond market. South32 gets a grant in the US.

Ghost Bites (Clientele | Fairvest | Investec | MTN Zakhele Futhi | Orion | Renergen)

Clientele, Fairvest, Investec and Orion all released important numbers. MTN Zakhele Futhi released the circular to extend the structure. Renergen has completed its maintenance.
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