Monday, November 25, 2024
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PSV Holdings

Ghost Bites (Ethos Capital | MC Mining | Nampak | Netcare | PPC | Rainbow Chicken | Spar | York Timber)

Nampak has successfully refinanced its group. Netcare is on for a good year, but PPC investors need to be patient. Spar, York Timber and smaller counters Ethos Capital and MC Mining all released numbers. Rainbow Chicken extracted its results to help shareholders out.

Ghost Bites (African Media Entertainment | AYO Technology | Pepkor | Reinet | Spear REIT | Vukile – Capital & Regional – Growthpoint)

Pepkor is becoming increasingly reliant on credit. Look out for property updates from Spear and Vukile. African Media Entertainment is doing well, as is Reinet.

Ghost Bites (Grindrod | Kibo Energy | Ninety One | Trustco)

Grindrod has great news to report from the Maputo Port. Kibo Energy is trying hard to keep investors interested. Ninety One's AUM ticked higher. Trustco is doing some odd-looking things.

Ghost Bites (AB InBev | Astral | BHP | Impala Platinum | Renergen | Sable Exploration and Mining | Sasfin | Woolworths)

On an exceptionally busy day of news, major updates came in from AB InBev, Astral Foods, Impala Platinum, Renergen, Sasfin and Woolworths.

Ghost Bites (Brimstone | Growthpoint | Harmony | Labat | Mr Price | Stadio)

Growthpoint and Mr Price were the biggest stories of the day, with important updates from Harmony and Stadio as well. Brimstone's NAV is available. Labat did something strange.

Ghost Bites (Equites | Industrials REIT | Karoooo | Quantum Foods | Sibanye | Steinhoff | Vukile)

Equites' NAV takes a knock. Karooooo is still growing strongly. Sibanye just can't win and neither can Quantum Foods. Vukile invests further in Spain. Industrials REIT releases its circular. Steinhoff sells Mattress Firm.

Ghost Bites (Equites | Ninety One | Renergen | Stor-Age | Transaction Capital)

Equites announces a R1.245bn deal with Shoprite for a new warehouse. Ninety One takes a knock to earnings. Renergen switches the LNG back on. There's another solid result from Stor-Age. Transaction Capital gives the market a scare.

Ghost Bites Vol 78 (22)

There was some juicy M&A on Friday, with news of African Bank acquiring Ubank and Cognition Holdings selling Private Property at a huge valuation. Rebosis is in business rescue. Grindrod and Northam Platinum released results.
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