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ARC Investments

Ghost Bites

Ghost Bites (ARC Investments | Novus | The Foschini Group)

The Foschini Group has a risky balance sheet in this environment. ARC Investments gave a portfolio update. Novus is now loss-making.

Ghost Bites

Ghost Bites (AngloGold | Datatec | Gold Fields | Murray & Roberts | Sibanye | Truworths)

AngloGold reports better numbers. Datatec is a mixed bag in tricky conditions. Gold Fields is struggling with chinchillas (for reals). Murray & Roberts is taking pain. Sibanye gets punished by the market. Truworths grew strongly.

Ghost Bites

Ghost Bites Vol 62 (22)

ARC Investments announced an important acquisition by TymeBank. Cognition is looking at selling half of Private Property. Caxton's deal has closed. Absa issued tighter earnings guidance.

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