Tag:
Sebata Holdings
Ghost Bites
GHOST BITES (Copper 360 | Sappi | Sasol | Sea Harvest | Sirius Real Estate)
Sasol's earnings are down, which isn't a surprise. Sappi had a strong quarter but the next one won't be nearly as good. Sea Harvest's adjusted HEPS is slightly down. Sirius bought another property. Copper 360 has moved to hard rock.
Ghost Bites
GHOST BITES (Capitec | Gemfields | Nampak | Spar | Truworths)
Capitec keeps on pumping. Truworths released awful local numbers. Nampak achieved another turnaround milestone. Spar has gotten rid of Poland at last. Gemfields desperately needs things to improve.
Ghost Bites
GHOST BITES (Glencore | Kore Potash | Sirius Real Estate)
Glencore's 2024 production and commodity pricing numbers reveal the recent pressure on the business and the sector. Kore Potash is fully focusing on raising funding. Sirius Real Estate is a good example of different debt strategies.
Ghost Bites
GHOST BITES (Alphamin | Merafe | Ninety One)
EBITDA more than doubled at Alphamin (JSE: APH)
This is what happens when mining groups deliver on promises
Alphamin has been an interesting growth story. The...
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 (Capital Appreciation | Europa Metals | Hyprop | Metair | OUTsurance | Sanlam | Texton | York Timber)
Metair is selling its Turkish business. Capital Appreciation, Hyprop, OUTsurance and York Timber released numbers. Europa Metals and Texton are doing deals.
Ghost Bites
Ghost Bites (Curro | Mantengu Mining)
Curro's earnings have finally recovered to 2020 levels, but 2019 levels are still a long way off. Mantengu Mining's Birca Copper deal is in serious doubt.
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.
