Tag:
Nu-World
Ghost Bites
GHOST BITES (Anglo American | Choppies | Life Healthcare | Murray & Roberts | Renergen | Tharisa | Trematon)
Renergen scored an initial victory against Springbok Solar. Murray & Roberts is indeed a doughnut. Anglo's deal with Peabody is under fire. Life Healthcare has complex numbers. Tharisa's production came under pressure. Trematon's capital allocation looks off to me. Choppies is selling Choppies Zimbabwe.
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 (Kibo Energy | Nu-World | Schroder | Sibanye-Stillwater)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Kibo Energy's subsidiary Mast is making progress -...
Ghost Bites
Ghost Bites (Afrimat | Balwin | Clicks | Kibo Energy | Mantengu | Nu-World | Oceana)
Afrimat, Balwin, Clicks, Nu-World and Oceana all released important numbers. Kibo Energy sold shares in MED to raise money. Mantengu has locked in a R500 million equity investor.
Ghost Bites
Ghost Bites (Copper 360 | Murray & Roberts | RCL Foods)
It wasn't a busy day of news, but it was an important one. Copper 360 released encouraging metallurgical results. Murray & Roberts can't get RUC in Australia. RCL Foods got nailed by a sugar levy.
Ghost Wrap
Ghost Wrap #21 (Clicks | Nu-World | Purple Group | Cashbuild | Oceana | Raubex | Mining Production (BHP + Glencore + Merafe +...
This week's Ghost Wrap lays bare the impact of load shedding and inflation on a number of businesses, both good and bad. Look out for major retail, mining and financial services news in this episode.
Ghost Bites
Ghost Bites (Clicks | Nampak | Nedbank | Nu-World | Steinhoff)
Clicks is growing, but not very quickly. Nampak has a new CEO. Nedbank plans an odd-lot offer. Nu-World releases detailed results. Steinhoff doesn't deserve Pepco.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
