Tuesday, April 1, 2025
Tag:

Stor-Age

GHOST BITES (Altron | Burstone | Cashbuild | Gemfields | Naspers – Prosus | Rainbow Chicken | Sasol | Stor-Age)

Naspers - Prosus set the hares running with news of the Just Eat acquisition. Sasol's results also got a lot of focus. Altron, Gemfields and Rainbow Chicken had positive news to share. Cashbuild is slightly up and Stor-Age is ticking over. Burstone is increasing exposure to Australian industrial properties.

GHOST BITES (Afrimat | Karooooo | Stor-Age)

Afrimat has completed the integration of Lafarge. Karooooo reported another strong set of numbers, although margins must always be watched. Stor-Age is expanding the Parklands facility.

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 (Boxer | Harmony | Life Healthcare | Omnia | Raubex | Stor-Age | Sibanye | Vodacom | Woolworths)

Boxer's pre-listing statement is finally available. Harmony, Life Healthcare, Omnia, Raubex, Stor-Age, Vodacom and Woolworths all released financial updates on a busy day. Sibanye locked in a gold wage deal.

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.

Ghost Bites (Copper 360 | KAP | Master Drilling)

KAP has given tighter earnings guidance, with a likely drop in HEPS year-on-year. Watch out for impairments at Master Drilling. Copper 360 had some changes to its financials.

Ghost Bites (MultiChoice – Sanlam | Sephaku | Southern Palladium | Stor-Age | Telkom | Thungela)

MultiChoice and Sanlam have done an interesting insurance deal. Look out for numbers from Sephaku, Stor-Age, Telkom and Thungela, along with drilling results from Southern Palladium.

Ghost Bites (BHP – Anglo American | Calgro M3 | Insimbi | Mantengu Mining | Raubex | Stor-Age | Vodacom | WeBuyCars)

BHP's sweetened deal for Anglo was rejected again by the board. Numbers came in from Calgro M3, Raubex, Vodacom and WeBuyCars. Look out for news from Insimbi, Mantengu Mining and Stor-Age as well.
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