Tag:
Quantum Foods
Ghost Bites
GHOST BITES (Afrimat | Anglo American | Amplats | Aveng | CA Sales Holdings | Emira | Quantum Foods)
Afrimat's full-year results are going to be interesting. Anglo American is getting as much cash as possible out of Amplats before the demerger. Aveng's share price is still dropping. CA Sales announced another bolt-on deal. Quantum Foods is having an excellent period. Emira released the Polish deal circular.
Ghost Bites
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
GHOST BITES (Anglo American – Amplats | Argent | Brikor | Brimstone | EOH | Hyprop | Nampak | Tsogo Sun)
Argent, Brikor, Brimstone, Hyprop, Nampak and Tsogo Sun released important financial updates. Anglo American sold a chunk of Amplats shares at a deep discount. EOH's name is changing.
Ghost Bites
GHOST BITES (Calgro M3 | Mantengu Mining | Merafe | Novus | Quantum Foods | Sasfin | Wesizwe Platinum)
Calgro's business has shifted and profits are up. Quantum Foods is profitable again. Matengu Mining, Merafe, Novus, Sasfin and Wesizwe Platinum all released important updates as well.
Ghost Bites
Ghost Bites (Bell Equipment | Brimstone | Capital & Regional | Discovery | FirstRand | Lesaka | RFG | SA Corporate Real Estate |...
Bell's take-private is dead. Capital & Regional's deal hopes are still alive. Earnings came in from Discovery, FirstRand, Lesaka, RFG, SA Corporate Real Estate, Sibanye and Truworths. Brimstone is making an odd capital allocation.
Ghost Bites
Ghost Bites (African Rainbow Minerals | Calgro | Caxton | City Lodge | Clientele | Momentum)
Momentum released the only really good numbers of the day, with African Rainbow Minerals, Caxton, City Lodge and Clientele facing challenges. There's a sudden change to top management at Calgro.
Ghost Bites
Ghost Bites (Afrimat | AngloGold | Hulamin | HomeChoice | Nedbank | Powerfleet | Sasfin | Trematon)
Nedbank achieved double digit growth. Afrimat's post-GNU story looks interesting. AngloGold has taken advantage of higher gold prices. Look out for Hulamin, HomeChoice, Powerfleet, Sasfin and Trematon as well.
Ghost Bites
Ghost Bites (AB InBev | ArcelorMittal | Capital & Regional | Mondi | Mpact | MTN Ghana)
AB InBev's EBITDA margins are up. ArcelorMittal is in emergency mode. Mondi's EBITDA is lower. Capital & Regional increased its dividend. Mpact found a buyer for Versapak. MTN Ghana is much better than MTN Nigeria.
