Tag:
Cognition Holdings
Ghost Bites
Ghost Bites (Anglo American | Calgro M3 | Glencore | Sirius Real Estate)
Anglo American is looking to Finland for growth opportunities. Calgro M3's share buybacks have driven higher HEPS. Glencore is shutting a nickel operation. Sirius made two acquisitions in Germany.
Ghost Bites
Ghost Bites (EOH | Murray & Roberts | Richemont | The Foschini Group)
EO-eish: don't say I didn't warn you. Murray & Roberts gets some momentum in renewables. Richemont makes investors richer. The Foschini Group falls 7% despite solid results.
Ghost Bites
Ghost Bites (Caxton vs. Mpact | Mondi | Prosus | Quantum | Tongaat
Caxton vs. Mpact: the fight continues. Mondi announces a strong quarter. Prosus has managed to sell Avito to an oligarch. Quantum's financial performance is no yolk. Tongaat needs R1.5 billion for milling.
Ghost Bites
Ghost Bites Vol 83 (22) – Cognition | Fortress | TRP Investigations
Cognition's results show how disconnected the market cap is from the balance sheet. Fortress REIT has given a view on life after being a REIT. The TRP is very busy with investigations.
Ghost Bites
Ghost Bites Vol 78 (22)
There was some juicy M&A on Friday, with news of African Bank acquiring Ubank and Cognition Holdings selling Private Property at a huge valuation. Rebosis is in business rescue. Grindrod and Northam Platinum released results.
Ghost Bites
Ghost Bites Vol 64 (22)
Two of the biggest mining houses on the market released results (AngloGold and Impala Platinum), joined by numerous trading statements and other updates.
Ghost Bites
Ghost Bites Vol 62 (22)
ARC Investments announced an important acquisition by TymeBank. Cognition is looking at selling half of Private Property. Caxton's deal has closed. Absa issued tighter earnings guidance.
