Saturday, December 21, 2024
Tag:

Telkom

GHOST BITES (African Rainbow Capital | Jubilee Metals | Metair | Orion | Sirius | Transaction Capital)

Tyme Group's Series D raise is extremely encouraging for ARC. Metair got out of Turkey just in time. Sirius Real Estate has acquired property in Germany. Jubilee Metals is struggling with power in Zambia. Transaction Capital finalised the Road Cover disposal.

GHOST BITES (Barloworld | British American Tobacco | FirstRand | Libstar | Workforce)

Barloworld's take-private deal is now on the table. British American Tobacco has affirmed guidance. Libstar has had a difficult second half. FirstRand was granted leave to appeal the UK motor industry court ruling. Workforce shareholders approve the take-private.

GHOST BITES (Astral | Fairvest – Dipula | Goldrush | Naspers – Prosus | PPC | Sanlam – MultiChoice | Sirius | Telkom |...

A busy day of news saw earnings from Astral, Goldrush, Naspers - Prosus, PPC, Sirius Real Estate, Telkom and WeBuyCars, along with deal news at Fairvest - Dipula and Sanlam - MultiChoice.

GHOST BITES (Blue Label | Gold Fields | MTN | Sanlam | Stefanutti Stocks | Telkom)

Sanlam's great momentum continues. Telkom is looking strong. MTN's African troubles keep stinging. Blue Label has dived further into Cell C. Gold Fields and Stefanutti Stocks also released updates.

Ghost Bites (Cashbuild | SPAR | Telkom | The Foschini Group | Woolworths)

On a very busy day for retail news, we saw generally poor news come in from SPAR, The Foschini Group and Woolworths, while Cashbuild reported numbers that the market knew would be tough.

Ghost Bites (Accelerate Property Fund | NEPI Rockcastle | Sasol)

Accelerate Property Fund is paying up for F&G to manage Fourways Mall. NEPI Rockcastle looks solid as ever. There's no final dividend at Sasol as they look to reduce debt.

Ghost Bites (Copper 360 | Mpact | MTN Uganda | Pick n Pay | Telkom)

Pick n Pay found strong market support. Telkom's great Q1 isn't a reflection of the full year. Mpact had a tough interim period. MTN Uganda is one of the best subsidiaries. Copper 360 has started mining at Rietberg.

Ghost Bites (Acsion | Altron | AVI | BHP | Burstone | Capitec | Ninety One | Sirius | Spear)

AVI released strong numbers, as did Capitec. Altron is doing a smart B-BBEE deal. Acsion, Ninety One, Sirius and Spear REIT released important updates. BHP confirmed that Vale is sharing all Samarco claims.
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