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Stadio Holdings

Ghost Bites

Ghost Bites (ArcelorMittal | Attacq | Bidvest | Delta Property | Impala Platinum | Nampak | RH Bophelo | Stefanutti Stocks | Vodacom –...

This was a day of mostly bad news, not least of all the tragedy at Impala Platinum. There are job losses at ArcelorMittal, disappointing numbers at Bidvest and shocking losses at Nampak.

Ghost Bites

Ghost Bites (Bell Equipment | MiX Telematics | MTN | Omnia | Sirius)

Bell Equipment is growing earnings strongly. MiX Telematics reported a large year-on-year swing in profits. Has MTN stabilised in the R90s? Omnia expects HEPS to drop. Sirius has concluded two deals.

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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