Tag:
Deutsche Konsum REIT
Ghost Bites
Ghost Bites (Absa | Hulamin | Italtile | Lighthouse | MTN | Nampak | Northam | Sanlam | Sasol | Shaftesbury | 4Sight)
With a very busy start to the week, we saw really important news from major players like Absa, MTN, Northam and Sasol. Also look out for Hulamin, Italtile, Lighthouse, Nampak, Sanlam, Shaftesbury and plucky small cap 4Sight.
Ghost Bites
Ghost Bites (Choppies | Conduit Capital | Invicta | RMB Holdings)
Choppies announced a deal and the figures are impossible to understand. Invicta announced a deal with no figures. RMH Holdings is fighting in court. Conduit has sold CLAH, at last.
Ghost Bites
Ghost Bites (Advanced Health | Pick n Pay | Schroder European REIT | Stefanutti Stocks)
Advanced Health seems to be headed for the exit. Pick n Pay invests in red meat. Schroder's valuation goes the wrong way. Stefanutti Stocks gets paid on its claim soon.
Ghost Bites
Ghost Bites (AfroCentric | Gemfields | Santam | Spar | Telkom | Textainer)
The Afrocentric - Sanlam deal got the green light. There are nervous faces at Gemfields as insurgency returns in Mozambique. Santam's earnings are down. Spar is fighting its way back. Telkom is retrenching. Textainer's earnings are slowing down.
Ghost Bites
Ghost Bites Vol 67 (22)
MTN's earnings release led the day and put a major smile on my face after I punted at the shares. Many other earnings releases came through - Bidcorp, ADvTECH, Lighthouse, Italtile, Old Mutual and more. Sibanye has changed its strategy in the US.
Ghost Bites
Ghost Bites Vol 66 (22)
PSG's restructure has been approved, with some opportunistic s164 plays underway. The Central Energy Fund has finished its due diligence on Renergen. Earnings updates came in from Nedbank, MiX Telematics, Sabvest and others.
Ghost Bites
Ghost Bites Vol 44 (22)
Thursday was all about major corporate actions, including Remgro / Mediclinic, MultiChoice in French cross hairs, Bidvest buying an Australian business and more.
