Tag:
AngloGold
Ghost Bites
GHOST BITES (Accelerate | Murray & Roberts | Novus | Remgro)
In a market shocker, Murray & Roberts is suspended from trading and in business rescue. Novus managed solid profits. Mediclinic is boosting Remgro. Accelerate needs to renegotiate the F&G deal.
Ghost Bites
GHOST BITES (AngloGold | Gold Fields | Grindrod | Lesaka | MultiChoice | Sappi | Truworths)
AngloGold released blockbuster results, but the joint venture with Gold Fields in Ghana remains delayed. Grindrod had to shut the Mozambique ports in the wake of election violence. Lesaka, MultiChoice, Sappi and Truworths all released numbers.
Ghost Bites
GHOST BITES (Coronation | enX | Salungano | Shoprite | Trematon | Vodacom | Vunani)
Shoprite's sales update was the news of the day, with Coronation, enX, Salungano and Vunani all releasing numbers. The Comp Comm has prohibited the Vodacom fibre deal with Remgro. Trematon released the Aria disposal circular.
Ghost Bites
GHOST BITES (AngloGold | British American Tobacco | Bytes | Karooooo | Tsogo Sun – HCI)
AngloGold's acquisition of Centamin is making progress. Bytes and Karooooo are growing strongly. British American Tobacco is having an investor day. Tsogo buys a property from HCI.
Ghost Bites
Ghost Bites (Anglo American | Anglo American Platinum | AngloGold | Attacq | Bowler Metcalf | Caxton | Libstar | Old Mutual | Texton...
On a busy day of news, Anglo American is starting to sell down Amplats, while AngloGold is buying a mine in Egypt. We saw results from Attacq, Bowler Metcalf, Libstar, Old Mutual and WBHO, along with corporate updates from Texton and Vukile. Caxton got in trouble with the JSE.
Ghost Wrap
Ghost Wrap #76 (Italtile & Cashbuild | Quilter | AngloGold & Gold Fields)
Italtile and Cashbuild are interesting plays for an improvement in consumer discretionary spending. Quilter released strong results. AngloGold and Gold Fields had such different production results, yet its Gold Fields out there doing deals.
Ghost Bites
Ghost Bites (Afrimat | AngloGold | Hulamin | HomeChoice | Nedbank | Powerfleet | Sasfin | Trematon)
Nedbank achieved double digit growth. Afrimat's post-GNU story looks interesting. AngloGold has taken advantage of higher gold prices. Look out for Hulamin, HomeChoice, Powerfleet, Sasfin and Trematon as well.
Ghost Bites
Ghost Bites (AngloGold | DRDGOLD | Novus | Sibanye-Stillwater | Trematon)
Gold updates came in from AngloGold and DRDGOLD, with Sibanye releasing a set of very disappointing numbers in the mining sector. Novus announced an acquisition and Trematon released a trading statement.
