Saturday, March 29, 2025
Tag:

Telkom

GHOST BITES (Bell Equipment | Netcare | Novus | Orion Minerals | MultiChoice | Safari Investments | Telkom)

MultiChoice has rug pulled its B-BBEE investors. Bell Equipment is way off its offer price and earnings are dropping. Telkom and Netcare are both growing. Safari Investments is exiting Namibia. Novus and the TRP aren't friends. Orion released its long-awaited DFS for both major assets.

GHOST BITES (ADvTECH | Ascendis | Astral Foods | Burstone | Gold Fields | Grand Parade Investments | Premier | Raubex | Southern Sun...

ADvTECH and STADIO have shown how to make money in education. Raubex keeps delivering. Astral Foods is facing adversity again. Gold Fields is trying to acquire Gold Road. Look out for Ascendis, Burstone, Grand Parade, Premier and Southern Sun as well.

GHOST BITES (Pan African Resources | Powerfleet | Telkom)

Pan African Resources needs a strong second half. Powerfleet's key growth metrics have gone in the right direction. Telkom's EBITDA is a highlight and so is mobile subscriber growth.

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.
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