Sunday, December 22, 2024
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Fortress Real Estate

GHOST BITES (British American Tobacco | CA Sales | Finbond | NEPI Rockcastle | Reinet | Renergen | Santova | Sibanye | Standard Bank)

CA Sales, NEPI and possibly Finbond have been busy with corporate actions. British American Tobacco might be done with Canadian litigation. Reinet, Renergen, Santova and Standard Bank released numbers. Sibanye's bad luck continues.

GHOST BITES (AngloGold | British American Tobacco | Bytes | Karooooo | Tsogo Sun – HCI)

AngloGold's acquisition of Centamin is making progress. Bytes and Karooooo are growing strongly. British American Tobacco is having an investor day. Tsogo buys a property from HCI.

Ghost Bites (Blue Label | Dipula | Equites | Fortress | Impala Platinum | Libstar | Metrofile | Pick n Pay | Sanlam |...

Dipula, Equites and Fortress gave us an interesting property day, with Sanlam and Santam on the insurance side as well. Libstar, Metrofile, Impala Platinum, Pick n Pay and South32 all released important updates, as did Blue Label.

Ghost Bites (Alphamin | Astral Foods | BHP | Kore Potash | Raubex)

Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Alphamin releases detailed results (JSE: APH) The catch-up quarter...

Ghost Bites (AH-Vest | Sirius Real Estate)

Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: AH-Vest is profitable, although the share price suggests...

Ghost Bites (African Rainbow Minerals | BHP | Calgro M3 | Emira – Spear REIT | Gold Fields | Invicta)

Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: African Rainbow Minerals to take a 15% stake...

Ghost Bites (ADvTECH | Ascendis | CA Sales | Capital Appreciation | Clientele | Fairvest | Gemfields | Merafe | MC Mining | MTN...

ADvTECH, MTN and Clientele were major earnings releases, with deal news from Ascendis, CA Sales and Sasfin as well. Also look out for Capital Appreciation, Fairvest, Merafe, MC Mining and Wesizwe.

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.
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