Thursday, January 9, 2025

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.

Ghost Bites (Bytes Technology | Clientele | Discovery | Lighthouse Properties | Mustek | Powerfleet | Remgro)

Bytes, Clientele, Discovery and Mustek released numbers. Lighthouse raised R1 billion in equity in a matter of hours. Remgro is very hit and miss at the moment.

Ghost Bites (Capital & Regional | Choppies | Grindrod | Hammerson | Metair | Raubex | Southern Sun)

Grindrod is buying out the minority shareholder in the Maputo port. Metair's numbers show why the Turkey deal is critical. Raubex and Southern Sun released numbers.

Ghost Bites (Capital Appreciation | Europa Metals | Hyprop | Metair | OUTsurance | Sanlam | Texton | York Timber)

Metair is selling its Turkish business. Capital Appreciation, Hyprop, OUTsurance and York Timber released numbers. Europa Metals and Texton are doing deals.

Ghost Bites (African Rainbow Capital | Finbond | Gemfields | Kibo Energy | Life Healthcare | Metrofile | Oceana | Spear REIT)

Finbond announced a great deal in the US. African Rainbow Capital and Metrofile released numbers. Gemfields, Kibo Energy, Oceana and Spear REIT had important corporate or trading updates.

Ghost Bites (Barloworld | Choppies | Kore Potash | MTN | Nampak)

Barloworld scared the market with an announcement about Russian sanctions. MTN is extending Zakhele Futhi. Nampak needs to incentivise the top execs at an old share price. Choppies and Kore Potash also had news.

Ghost Bites (Bell Equipment | Brimstone | Capital & Regional | Discovery | FirstRand | Lesaka | RFG | SA Corporate Real Estate |...

Bell's take-private is dead. Capital & Regional's deal hopes are still alive. Earnings came in from Discovery, FirstRand, Lesaka, RFG, SA Corporate Real Estate, Sibanye and Truworths. Brimstone is making an odd capital allocation.

Ghost Bites (Anglo American | Anglo American Platinum | Growthpoint | Hyprop | Murray & Roberts | Mustek | Pan African Resources | Super...

Anglo placed the Amplats shares at a significant discount in the market. Growthpoint and Hyprop released property updates, while earnings also came in from Murray & Roberts, Mustek, Pan African Resources and Super Group.
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