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Shoprite Holdings

Ghost Bites

GHOST BITES (Anglo American | Choppies | Life Healthcare | Murray & Roberts | Renergen | Tharisa | Trematon)

Renergen scored an initial victory against Springbok Solar. Murray & Roberts is indeed a doughnut. Anglo's deal with Peabody is under fire. Life Healthcare has complex numbers. Tharisa's production came under pressure. Trematon's capital allocation looks off to me. Choppies is selling Choppies Zimbabwe.

Sponsored

Power Battle: How SA’s Retail Giants Spent Billions to Defeat Loadshedding’s Wrath

South Africa’s retail giants have spared no expense, shelling out a staggering R2.4 billion to battle the disruptive force of load shedding.

Ghost Bites

Ghost Bites Vol 83 (22) – Cognition | Fortress | TRP Investigations

Cognition's results show how disconnected the market cap is from the balance sheet. Fortress REIT has given a view on life after being a REIT. The TRP is very busy with investigations.

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