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RFG Foods
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 (Blue Label | Dipula | Equites | Fortress | Impala Platinum | Libstar | Metrofile | Pick n Pay | Sanlam |...
Dipula, Equites and Fortress gave us an interesting property day, with Sanlam and Santam on the insurance side as well. Libstar, Metrofile, Impala Platinum, Pick n Pay and South32 all released important updates, as did Blue Label.
Ghost Bites
Ghost Bites (Bidcorp | Finbond | Murray & Roberts | MC Mining | PPC | Transpaco)
Bidcorp has released great numbers. Murray & Roberts is on the mend. MC Mining has attracted major foreign investment. PPC is paying a special dividend. Transpaco's numbers are uninspiring. Finbond is doing a risky deal.
Ghost Bites
Ghost Bites (BHP | Brimstone | Master Drilling | Pick n Pay | Redefine | Sasfin | Sea Harvest | Stor-Age | WBHO)
BHP is a great example of mining cycles. Pick n Pay has some green shoots. Stor-Age remains a solid player. Look out for Brimstone, Master Drilling, Redefine, Sea Harvest, WBHO and more.
Ghost Bites
Ghost Bites (ADvTECH | Harmony | Italtile | STADIO)
ADvTECH and STADIO both released great numbers, showing the value of the tertiary education sector. Harmony has more than doubled HEPS. Italtile has warned of competitive pressures.
Ghost Bites
Ghost Bites Vol 68 (22)
Friday was a big day. Telkom responded to the rain press release, Mondi is selling its Russian business and Novus is buying 75% of Pearson SA. Resilient and Distell released results. The Caxton and Mpact fight is really heating up.
