Tag:
Clicks
Ghost Wrap
GHOST WRAP #82 (Clicks | Dis-Chem | The Foschini Group | Cashbuild)
In this retail-focused Ghost Wrap, I cover the recent numbers at Clicks, Dis-Chem and Cashbuild, along with the latest acquisition by The Foschini Group in the UK.
Ghost Bites
GHOST BITES (Afrimat | Anglo American / Amplats / Kumba | Cashbuild | Clicks | Datatec | Mantengu Mining | Nu-World | Spear REIT)
Clicks and Datatec released great numbers and the duo of Cashbuild and Nu-World are showing signs of better sentiment. In mining, look out for Afrimat and the Anglo group companies, along with Mantengu and a strange narrative. Spear REIT is also worth a read.
Ghost Bites
Ghost Bites (Attacq + Hyprop | Aveng | Brait | CA Sales Holdings | Castleview + Emira | Gold Fields | Italtile | Merafe...
Sasol has thrown the kitchen sink at the latest earnings. Renergen is finally producing helium. Italtile has some green shoots. Tough times at Super Group. CA Sales is doing well. Look out for Attacq, Hyprop, Aveng, Brait, Castleview, Emira, Gold Fields, Merafe and Montauk as well.
Ghost Bites
Ghost Bites (Astoria | Exxaro | Gold Fields | Jubilee Metals | Orion Minerals | Sappi)
Exxaro, Gold Fields, Jubilee Metals and Orion Minerals all released updates on a busy day. Sappi was a good opportunity for digging into earnings calculations. Astoria has released its latest NAV.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites
Ghost Bites (Anglo American | Clicks | Cilo Cybin | Orion Minerals)
Anglo American has suffered a setback in coal production. Clicks is selling Unicorn Pharmaceuticals. Cilo Cybin starts life as a listed company. Orion Minerals has raised capital.
Ghost Bites
Ghost Bites (BHP – Anglo American | Clicks | Coronation | Standard Bank)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
BHP looks to change the mining landscape (JSE:...
Ghost Bites
Ghost Bites (Brimstone | enX | Kore Potash | Sasol)
Sasol shareholders are still suffering. There's good news at Kore Potash. Brimstone has reduced its stake in Equites. enX released the Eqstra circular.
