Tag:
Datatec
Ghost Bites
GHOST BITES (Ascendis | Capital Appreciation | CA Sales | Datatec | Fairvest | Heriot | Sirius Real Estate)
CA Sales locked in another excellent year. Datatec, Fairvest and especially Heriot are all growing. Sirius Real Estate announced more deals. Capital Appreciation has stemmed the software bleeding. Ascendis is now an investment entity.
Ghost Bites
GHOST BITES (ADvTECH | Ascendis | Astral Foods | Burstone | Gold Fields | Grand Parade Investments | Premier | Raubex | Southern Sun...
ADvTECH and STADIO have shown how to make money in education. Raubex keeps delivering. Astral Foods is facing adversity again. Gold Fields is trying to acquire Gold Road. Look out for Ascendis, Burstone, Grand Parade, Premier and Southern Sun as well.
Ghost Bites
GHOST BITES (Datatec | enX | Ethos Capital | Growthpoint | Hulamin | Lighthouse | Metair | Sirius Real Estate)
In a busy day on the property sector, Growthpoint and Lighthouse announced results, while Sirius has another acquisition in the bag. Ethos Capital had a particularly strong period. Hulamin has flagged weak numbers. Metair has made progress on debt. enX declared a special dividend. Datatec released a useful presentation on Logicalis.
Ghost Bites
GHOST BITES (AfroCentric | Aspen | Bidvest | Clientele | Italtile | JSE | MAS | Metrofile | MTN | Mustek | PPC |...
Aspen, MTN Ghana, PPC, RCL Foods and Santam all had particularly good stories to tell, with Clientele, JSE and MAS in the green as well. Bidvest was a mixed bag in 2024. Italtile pulled off a resilient performance in the end. AfroCentric released very poor numbers, with Metrofile and Mustek also deep in the red.
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 (Capitec | Gemfields | Nampak | Spar | Truworths)
Capitec keeps on pumping. Truworths released awful local numbers. Nampak achieved another turnaround milestone. Spar has gotten rid of Poland at last. Gemfields desperately needs things to improve.
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.
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.
