Tag:
Ascendis Health
Ghost Bites
GHOST BITES (enX | Grindrod | MAS | NEPI Rockcastle | Sibanye-Stillwater | South32)
EBITDA margins are significantly lower at Grindrod. Sibanye-Stillwater has raised $500 million through a streaming deal in its local PGM mines. South32 is navigating the Mozambique unrest successfully.
Ghost Bites
GHOST BITES (Alexander Forbes | Aveng | Nampak | Naspers – Prosus | Standard Bank | Transaction Capital)
Alexander Forbes, Nampak, Naspers-Prosus and Standard Bank all released important numbers. Aveng has sold its stake in a property portfolio. Transaction Capital is still trying to finalise the Road Cover deal.
Ghost Bites
GHOST BITES (AB InBev | EOH | Famous Brands | Grindrod | Harmony | Nampak | Zeder)
AB InBev, Grindrod and Nampak announced major deals, while Zeder completed one. EOH and Famous Brands released results. Harmony is happy to see the back of a legacy contract.
Ghost Bites
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
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
Ghost Bites (Finbond | KAP | Murray & Roberts | Northam Platinum | Truworths)
Truworths released poor numbers. Something seems to be brewing at Finbond. Most of KAP's businesses are underperforming. Murray & Roberts and Northam Platinum gave themselves more balance sheet flexibility.
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 (Accelerate Property Fund | Ascendis | Capital & Regional | Karooooo | Prosus | Reinet)
Accelerate Property Fund is having a really tough time. Capital & Regional has attracted another potential suitor. The Ascendis deal is dead. Karooooo is growing strongly. Prosus has given the CEO a moonshot. Reinet fund's NAV has ticked higher.
