Thursday, December 26, 2024
Tag:

Insimbi

GHOST BITES (AB InBev | EOH | Famous Brands | Grindrod | Harmony | Nampak | Zeder)

AB InBev, Grindrod and Nampak announced major deals, while Zeder completed one. EOH and Famous Brands released results. Harmony is happy to see the back of a legacy contract.

Ghost Bites (Anglo American | Anglo American Platinum | Cashbuild | Kumba Iron Ore | Mpact | Mr Price | Sasol | South32 |...

In this bumper update covering two days of news, there were various mining and energy updates (Anglo / Anglo Platinum / Kumba / South32 / Sasol), as well as consumer sector updates from Mr Price and Cashbuild. Mpact and Vukile also featured.

Ghost Bites (Ascendis | BHP | Vukile)

There's another twist in the Ascendis tale. BHP has released an operational update for the full year. Vukile is on a debt capital markets roadshow.

Ghost Bites (Bell Equipment | Murray & Roberts | Northam Platinum | Pick n Pay | Sappi | Sasfin)

Bell Equipment is going private via a scheme of arrangement. Sasfin might be going private, but I'm less convinced. Pick n Pay released the rights offer circular. Murray & Roberts, Northam Platinum and Sappi also had news.

Ghost Bites (BHP | Bytes | Insimbi | Pick n Pay | Schroder Real Estate | Sirius Real Estate)

It's showtime for the Pick n Pay rights offer. Sirius had a successful capital raise. Schroder's property values ticked higher. The market hated the Bytes update. BHP is putting Western Australia Nickel under care and maintenance. Insimbi released their circular.

Ghost Bites (Argent | FirstRand | Growthpoint | Hudaco | Life Healthcare | Renergen | RMB Holdings)

Growthpoint is still expecting a drop in earnings. FirstRand was hit by a UK provision. Argent and Hudaco released numbers in the industrial sector. Life Healthcare has a licensing deal. RMB Holdings needs Atterbury to keep firing. Renergen needs helium.

Ghost Bites (BHP – Anglo American | Calgro M3 | Insimbi | Mantengu Mining | Raubex | Stor-Age | Vodacom | WeBuyCars)

BHP's sweetened deal for Anglo was rejected again by the board. Numbers came in from Calgro M3, Raubex, Vodacom and WeBuyCars. Look out for news from Insimbi, Mantengu Mining and Stor-Age as well.

Ghost Bites (Anglo American (De Beers) | Insimbi | Orion | TeleMasters)

Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Anglo American has a slight uptick in diamond...
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