Tag:
Thungela
Ghost Bites
GHOST BITES (Absa – Standard Bank | Hulamin | MTN | RFG Holdings | Thungela)
There's a new sheriff in town at Absa - and it's Standard Bank's loss! MTN's gap between constant currency and reported earnings is still huge. RFG had trouble with pineapples. Hulamin had a poor year. Thungela released its 2024 results.
Ghost Bites
GHOST BITES (ArcelorMittal | Choppies | Libstar | OUTsurance | Renergen | SA Corporate | Thungela | York Timbers)
Renergen has finally filled a helium container. OUTsurance released exceptional numbers. Thungela is buying out the Australian minorities. Libstar released poor numbers. Look out for ArcelorMittal, Choppies, SA Corporate Real Estate and York Timbers as well.
Ghost Bites
GHOST BITES (AECI | Altvest | Merafe | MTN | Northam Platinum | Primary Health Properties | Sabvest | Safari Investments | Thungela)
Merafe, MTN, Northam Platinum, Primary Health Properties, Sabvest, Safari Investments and Thungela all released numbers. AECI announced a B-BBEE deal. Altvest has raised debt capital in ACOF.
Ghost Bites
GHOST BITES (BHP | Clicks | Grindrod | Jubilee Metals | MTN)
BHP is on track to achieve guidance. Clicks seems to have disappointed the market, perhaps based on retail comparable sales. MTN caught a break in Nigeria. Grindrod's Port of Maputo had a tough 2024. Jubilee has power again for Roan.
Ghost Bites
GHOST BITES (Accelerate | AECI | Bell Equipment | Cilo Cybin | Gemfields | Prosus – Naspers | Thungela)
Prosus is investing further in Latin America and Thungela is chasing dreams in Australia. Bell Equipment's earnings are dropping sharply, Gemfields is in trouble and Accelerate Property Fund is still treading water. And why is the AECI CFO suddenly on the way out?
Ghost Bites
GHOST BITES (African Rainbow Capital | Boxer – Pick n Pay | Labat Africa | Nedbank | Renergen | Sabvest | South32 | Thungela)
African Rainbow Capital released a portfolio update. Nedbank and Thungela gave important pre-close updates. There's also news from Boxer, Renergen, Sabvest, South32 and Labat Africa
Ghost Bites
GHOST BITES (Capital Appreciation | Exxaro | Fortress | Lighthouse)
Capital Appreciation's software division is a headache. Exxaro is having a tough year. Life-after-REIT looks great for Fortress. Lighthouse is finding things more competitive than before in Iberia.
Ghost Bites
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.
