Tag:
DRDGOLD
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 (Blue Label Telecoms | Curro | DRDGOLD | Jubilee Metals | RCL Foods | Sabvest | Sibanye-Stillwater | Spur)
Look out for important earnings updates from Blue Label Telecoms, Curro, DRDGOLD, RCL Foods, Sabvest and Spur, along with corporate updates from Jubilee Metals and Sibanye-Stillwater.
Ghost Bites
Ghost Bites (ADvTECH | Aveng | DRDGOLD | Lighthouse | MTN Rwanda | Northam Platinum | Renergen | Transaction Capital)
ADvTECH has indicated strong earnings growth and now Aveng has given a range as well. DRDGOLD disappointed the market. Look out for numbers from Lighthouse, MTN Rwanda and Northam Platinum as well, with deal news at Transaction Capital and positive updates at Renergen.
Ghost Bites
Ghost Bites (AngloGold | DRDGOLD | Novus | Sibanye-Stillwater | Trematon)
Gold updates came in from AngloGold and DRDGOLD, with Sibanye releasing a set of very disappointing numbers in the mining sector. Novus announced an acquisition and Trematon released a trading statement.
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 (Balwin | Burstone | CA Sales Holdings | Datatec | Metair | Momentum | Old Mutual | PPC | SA Corporate |...
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Balwin is really struggling in this environment (JSE:...
Ghost Bites
Ghost Bites (DRDGOLD | Pan African Resources | Universal Partners)
DRDGOLD and Pan African Resources delivered gold sector updates, with very different underlying production narratives. Universal Partners has a unique portfolio that is always fun to read about.
Ghost Bites
Ghost Bites (Bowler Metcalf | DRDGOLD | Lesaka | MTN | MultiChoice)
There's M&A news of very different kinds at Lesaka, MTN and MultiChoice. DRDGOLD's earnings growth is modest, unlike at Bowler Metcalf with great operating leverage.
