Monday, April 21, 2025
Tag:

Eastern Platinum

GHOST BITES (Accelerate Property Fund | AECI | ArcelorMittal | Emira Property Fund | enX | Ethos Capital | Jubilee Metals | Nampak |...

Positive signs at Accelerate Property Fund. AECI, enX and Ethos Capital announced disposals. ArcelorMittal can keep the Longs business alive for now. Emira, Jubilee Metals, PSG, Sephaku, Vukile and York Timber had financial updates. Phil Roux is leaving Nampak.

GHOST BITES (Grindrod | Huge | ISA | Richemont | Sephaku | The Foschini Group)

Richemont's numbers were dragged down by Asia Pacific. The Foschini Group had a poor period that ended strongly. Grindrod's Mozambican ports business has reopened. Huge, ISA and Sephaku all released numbers.

GHOST BITES (Adcorp | Capital & Regional | Oasis Crescent | Sasfin | Sasol | Vunani | WeBuyCars)

It was a mixed day of numbers, with weak updates from Sasfin, Sasol and Vunani. WeBuyCars requires a careful read, as does Adcorp. Oasis Crescent was the most positive update on the day. Capital & Regional's CEO has left the building.

Ghost Bites (Alphamin | Balwin | Hammerson | Jubilee Metals | Telemasters | Vukile)

Alphamin reported record EBITDA. Vukile got a solid deal in Spain. Balwin, Jubilee Metals and Telemasters are struggling. Hammerson shows us the cost of long-dated money in the UK.

Ghost Bites (Bell Equipment | Eastern Platinum | HomeChoice | Santam)

Bell Equipment's scheme circular is out in the wild. HomeChoice is doing extremely well in fintech. Santam had a great period. Eastern Platinum is struggling.

Ghost Bites (Accelerate | Anglo American | BHP | Delta | Dipula | Equites | MTN | Octodec | Santam | South32 | Transaction...

Anglo American has come out with its own demerger plan, while BHP continues to push for its deal. Property news came in from Accelerate, Delta, Dipula, Equites and Octodec. MTN released a tough set of numbers. Look out for Santam, South32 and Transaction Capital as well.

Ghost Bites (enX | KAL | Lesaka | MTN | Pan African Resources | RFG | Sappi)

Lesaka is scaling. Pan African Resources loves higher gold prices. enX, KAL, RFG and Sappi all released numbers, as did MTN Uganda.

Ghost Bites (Accelerate Property Fund | Calgro M3 | Eastern Platinum | Orion | Redefine | Renergen)

Property news came in from Accelerate, Calgro M3 and Redefine. Look out for mining and energy updates from Orion and Eastern Platinum, as well as some progress on helium at Renergen!
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