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RFG Foods
Ghost Bites
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
GHOST BITES (Absa | Nampak | Trustco | Vukile Property Fund)
Absa has given updated earnings guidance for 2024 and beyond. Nampak has put in place a clever B-BBEE deal. Trustco has released the Legal Shield deal circular. Vukile's Spanish acquisition is still on hold.
Ghost Bites
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
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 (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.
