Tag:
Lighthouse
Ghost Bites
GHOST BITES (Datatec | enX | Ethos Capital | Growthpoint | Hulamin | Lighthouse | Metair | Sirius Real Estate)
In a busy day on the property sector, Growthpoint and Lighthouse announced results, while Sirius has another acquisition in the bag. Ethos Capital had a particularly strong period. Hulamin has flagged weak numbers. Metair has made progress on debt. enX declared a special dividend. Datatec released a useful presentation on Logicalis.
Ghost Bites
GHOST BITES (FirstRand | Grindrod | Lesaka Technologies | Lighthouse | MTN | Mustek | Sanlam)
FirstRand and Sanlam released strong financial services sector numbers. Lighthouse is acquiring a property in Madrid and Lesaka completed the Recharger acquisition. MTN Uganda released terrific numbers. Grindrod had a tough year. I still don't know why Novus wants Mustek.
Ghost Bites
GHOST BITES (Capital Appreciation | Exxaro | Fortress | Lighthouse)
Capital Appreciation's software division is a headache. Exxaro is having a tough year. Life-after-REIT looks great for Fortress. Lighthouse is finding things more competitive than before in Iberia.
Ghost Bites
GHOST BITES (AECI | Altron | Anglo American | Collins | Discovery | enX | Exemplar | MTN | Oando | Redefine)
Altron has staged quite the comeback. Redefine's numbers aren't telling a great story. AECI and Anglo American have news on asset disposals. Collins, enX, Exemplar, MTN Uganda and Oando all released numbers. Discovery gave an interesting presentation to debt holders.
Ghost Bites
GHOST BITES (Altron | Equites | Lighthouse | Mantengu Mining | Newpark REIT | Sibanye-Stillwater | Tharisa)
Sibanye-Stillwater dropped sharply after a bad day in court. Property news came in from Equites, Lighthouse and Newpark REIT. Mantengu Mining and Tharisa gave property and chrome updates, while Altron has achieved a major uptick in earnings.
Ghost Bites
Ghost Bites (ADvTECH | Harmony | Italtile | STADIO)
ADvTECH and STADIO both released great numbers, showing the value of the tertiary education sector. Harmony has more than doubled HEPS. Italtile has warned of competitive pressures.
Ghost Bites
Ghost Bites (Copper 360 | KAP | Master Drilling)
KAP has given tighter earnings guidance, with a likely drop in HEPS year-on-year. Watch out for impairments at Master Drilling. Copper 360 had some changes to its financials.
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.
