Monday, December 30, 2024
Tag:

Oceana

GHOST BITES (African Rainbow Capital | Jubilee Metals | Metair | Orion | Sirius | Transaction Capital)

Tyme Group's Series D raise is extremely encouraging for ARC. Metair got out of Turkey just in time. Sirius Real Estate has acquired property in Germany. Jubilee Metals is struggling with power in Zambia. Transaction Capital finalised the Road Cover disposal.

GHOST BITES (enX | Labat | SA Corporate Real Estate | Sabvest | South32 | Supermarket Income REIT)

enX has sold its lubricants division and the market loves the deal. SA Corporate Real Estate released a pre-close update. Sabvest and South32 have corporate news. Labat is still losing a fortune. Supermarket Income REIT lists on the JSE.

GHOST BITES (Alexander Forbes | Aveng | Nampak | Naspers – Prosus | Standard Bank | Transaction Capital)

Alexander Forbes, Nampak, Naspers-Prosus and Standard Bank all released important numbers. Aveng has sold its stake in a property portfolio. Transaction Capital is still trying to finalise the Road Cover deal.

GHOST BITES (Anglo American | Barloworld | Boxer – Pick n Pay | Delta | eMedia | Frontier | Invicta | Netcare | Oceana...

On a bumper day of news, we saw updates from Anglo American, Barloworld, Boxer, Delta Property Fund, eMedia, Frontier Transport, Invicta, Netcare, Octodec and Super Group.

GHOST BITES (Adcorp | AB InBev | MTN | Oceana | Pan African Resources | Renergen)

Adcorp's restructuring costs hit their profits. AB InBev's volume growth is mainly in no-alcohol beers. Pan African Resources delivered a great project. MTN Nigeria is still struggling. Oceana had a disappointing second half of the year. Renergen is pushing on through challenges.

Ghost Bites (African Rainbow Capital | Finbond | Gemfields | Kibo Energy | Life Healthcare | Metrofile | Oceana | Spear REIT)

Finbond announced a great deal in the US. African Rainbow Capital and Metrofile released numbers. Gemfields, Kibo Energy, Oceana and Spear REIT had important corporate or trading updates.

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 (Astoria | Exxaro | Gold Fields | Jubilee Metals | Orion Minerals | Sappi)

Exxaro, Gold Fields, Jubilee Metals and Orion Minerals all released updates on a busy day. Sappi was a good opportunity for digging into earnings calculations. Astoria has released its latest NAV.
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