Sunday, December 22, 2024
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Ghost Bites (ArcelorMittal | Attacq | Bidvest | Delta Property | Impala Platinum | Nampak | RH Bophelo | Stefanutti Stocks | Vodacom –...

This was a day of mostly bad news, not least of all the tragedy at Impala Platinum. There are job losses at ArcelorMittal, disappointing numbers at Bidvest and shocking losses at Nampak.

Ghost Bites (Ascendis | Invicta | Oceana | Shaftesbury | Standard Bank | Tsogo Sun | Wesizwe Platinum | Zeda)

On a very busy day of news, we saw some excellent (Oceana) and sideways (Invicta and Tsogo Sun) results, along with a potential delisting of Ascendis.

Ghost Bites (Glencore | Impala Platinum | Industrials REIT | Orion | Tharisa)

Glencore's second half is under pressure. Impala Platinum just loves load shedding. Industrials REIT is still doing what it says on the tin. Orion Minerals had a busy quarter of fundraising. Tharisa is looking to raise $50 million.

Ghost Bites Vol 77 (22)

With a trio of mining sector earnings releases (South32, Gold Fields and Sibanye), it was a busy day. Italtile, Blue Label, Adcock Ingram, Distell, Balwin, Hulamin, Murray & Roberts and others were in the mix.
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