Tag:
Brait
Ghost Bites
GHOST BITES (Anglo American | Assura | BHP | DRDGOLD | Kumba Iron Ore)
Anglo American has a buyer for its nickel business. BHP's payout ratio has dropped considerably. DRDGOLD loved the recent gold price. Kumba is doing the best they can. Assura has rejected potential bidders.
Ghost Bites
GHOST BITES (Nampak | RCL Foods)
Nampak is about to bank the I&CS disposal proceeds. RCL Foods has flagged a very tasty jump in HEPS.
Ghost Bites
GHOST BITES (Harmony Gold | Merafe | Pepkor | Schroder European Real Estate | Super Group | Vodacom)
Harmony is on track to exceed full year production guidance (JSE: HAR)
This is what the market likes to see
Harmony Gold has updated the market...
Ghost Bites
GHOST BITES (Anglo American | Barloworld | Hyprop | Octodec)
Barloworld has released the much-anticipated circular for the take-private deal. Anglo American's disposal of Jellinbah Group closed faster than expected. Hyprop released a festive trading update. Octodec has taken a small step away from the external manager structure.
Ghost Bites
GHOST BITES (Blue Label Telecoms | Reinet | The Foschini Group | York Timber)
The Foschini Group's momentum swung positive, but results still aren't good. York Timber got the funding for the Stevens Lumber Mills deal. Blue Label has cleared a regulatory hurdle. Reinet released its last-ever NAV that includes British American Tobacco.
Ghost Bites
GHOST BITES (Coronation | Mr Price | Quilter | Vukile)
Coronation's AUM has moved sharply higher and Quilter also has a great story to tell about growth in that sector. Mr Price is winning market share and had a strong finish to 2024. Vukile's Spanish property acquisition may still go ahead in the aftermath of floods.
Ghost Bites
GHOST BITES (BHP Group | PPC | Richemont | Sirius Real Estate)
Richemont rallied after an excellent quarter. BHP Group has closed a copper deal. PPC is investing heavily in the Western Cape. Sirius Real Estate successfully tapped the debt markets.
Ghost Bites
GHOST BITES (Naspers – Prosus | Schroder European Real Estate)
Naspers and Prosus took a knock from the US government designating Tencent as a military company - and I bought the dip. Schroder European Real Estate sold a mall in Germany.
