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• Bell Equipment gave investors the shock of a CEO resignation and the great news of strong earnings growth, all in the same week!
• Invicta has been busy with offshore acquisitions, with two voluntary announcements this week.
• Tharisa’s quarterly production update is a reminder of why having both PGM and chrome exposure is useful.
• Sasol is on the wrong side of air quality regulators, which will surely be costly for investors.
• RMB Holdings is in a complicated battle with Atterbury over its balance sheeet.
• Accelerate Property Fund gave the market the bad news of the distribution falling away, with the fund having to focus on its balance sheet.
• Bytes Technology Group is still growing strongly, although the market is pricing that in.
• Absa guided low-single digit HEPS growth for the six months to June, a result that was severely impacted by a jump in the credit loss ratio.

Listen to the podcast below: