Thursday, January 30, 2025
Tag:

PBT Group

GHOST BITES (ArcelorMittal)

The year is off to a poor start for local business sentiment, with ArcelorMittal finally making the tough decision to pull the plug on the Longs business amid mounting losses.

GHOST BITES (Accelerate | AECI | Bell Equipment | Cilo Cybin | Gemfields | Prosus – Naspers | Thungela)

Prosus is investing further in Latin America and Thungela is chasing dreams in Australia. Bell Equipment's earnings are dropping sharply, Gemfields is in trouble and Accelerate Property Fund is still treading water. And why is the AECI CFO suddenly on the way out?

GHOST BITES (Aspen | Metair | Rex Trueform | Sanlam | Sasfin)

Aspen is bringing Eli Lilly's Ozempic competitor to the SA market. Metair is getting even less from the Mutlu disposal than we thought. Rex Trueform is buying a software group at a huge multiple. Sanlam unlocked billions from Allianz. Sasfin is delisting this month.

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 (Brait | NEPI Rockcastle | RMB Holdings | Schroder European Real Estate)

Brait's brief trading update was far too easy to miss on SENS. NEPI Rockcastle is buying another mall in Poland. RMB Holdings and Schroder European Real Estate released numbers.

GHOST BITES (Acsion | African Media Entertainment | AYO Technology | Copper 360 | Fairvest | Finbond | Mahube | PBT Group | Quantum...

Acsion, African Media Entertainment, AYO Technology, Copper 360, Fairvest, Finbond, Mahube Infrastructure, PBT Group, Quantum Foods and Reinet all released numbers on a busy day.

GHOST BITES (ArcelorMittal | 4Sight | Primary Health Properties | Quilter | Zeder)

ArcelorMittal dishes out a reality check. 4Sight, Primary Health Properties and Quilter gave financial updates to the market with encouraging signs. Zeder's Applethwaite disposal has been completed.

Unlock the Stock: PBT Group

PBT Group is back on Unlock the Stock, presenting the recent numbers and engaging with investors in a busy Q&A session that focused on the performance drivers and prospects.
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