Tag:
South Ocean Holdings
Ghost Bites
Ghost Bites (Astoria | Exxaro | Gold Fields | Jubilee Metals | Orion Minerals | Sappi)
Exxaro, Gold Fields, Jubilee Metals and Orion Minerals all released updates on a busy day. Sappi was a good opportunity for digging into earnings calculations. Astoria has released its latest NAV.
Ghost Bites
Ghost Bites (African Rainbow Capital | Caxton – Cognition | Exxaro | MC Mining | Resilient | Standard Bank)
Standard Bank had a great year in 2023. African Rainbow Capital is looking better, for the most part. Look out for Caxton's deal with Cognition, as well as Exxaro, MC Mining and Resilient.
Ghost Bites
Ghost Bites (Attacq | Heriot | HomeChoice | IndluPlace | Labat Africa | Old Mutual)
Attacq declares an interim dividend, as does Heriot (admittedly a less exciting one). HomeChoice posts a big jump in HEPS. Indluplace is set to be taken private. Labat Africa is still loss-making. Old Mutual HEPS grows by 10%.
