Tag:
ArcelorMittal
Ghost Bites
GHOST BITES (ArcelorMittal | 4Sight | Primary Health Properties | Quilter | Zeder)
ArcelorMittal dishes out a reality check. 4Sight, Primary Health Properties and Quilter gave financial updates to the market with encouraging signs. Zeder's Applethwaite disposal has been completed.
Ghost Wrap
Ghost Wrap #75 (MTN’s African subsidiaries | ArcelorMittal | Curro)
MTN's African subsidiaries are further evidence that using "Africa" as an umbrella term is dangerous. Speaking of danger, operating leverage at ArcelorMittal is a massive concern. Curro is clawing its way back to pre-pandemic earnings.
Ghost Bites
Ghost Bites (AB InBev | ArcelorMittal | Capital & Regional | Mondi | Mpact | MTN Ghana)
AB InBev's EBITDA margins are up. ArcelorMittal is in emergency mode. Mondi's EBITDA is lower. Capital & Regional increased its dividend. Mpact found a buyer for Versapak. MTN Ghana is much better than MTN Nigeria.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Wrap
Ghost Wrap #72 (KAP | Sephaku Holdings | ArcelorMittal | Nampak)
Get the latest on KAP's performance, Sephaku's positioning for the GNU Dawn, ArcelorMittal as a risky (but interesting) punt and Nampak as a turnaround story that is on a solid footing.
Ghost Bites
Ghost Bites (ArcelorMittal | Brait – Ethos Capital | Sibanye-Stillwater | Spear – Emira | Tongaat Hulett)
ArcelorMittal could be the bravest GNU play of all. Spear releases the Emira circular. Sibanye concludes the s189. Brait and Ethos are moving forward with their plans. Tongaat Hulett might remain listed, but why bother?
Ghost Bites
Ghost Bites (Bell | Discovery | Gemfields | Grand Parade Investments | Investec | MC Mining | Renergen | Schroder Real Estate | Sibanye...
Discovery and Investec were the big numbers of the day. Renergen raised more capital. Look out for Grand Parade, MC Mining, Schroder, Sibanye, South32, South Ocean and Workforce as well.
Ghost Wrap
Ghost Wrap #62 (Sasol | ArcelorMittal | Sappi | Curro | British American Tobacco)
This Ghost Wrap podcast covers three cyclical stocks (Sasol / ArcelorMittal / Sappi) before moving into Curro's growth challenges and British American Tobacco's business model.
