Monday, November 18, 2024
Tag:

Trematon

GHOST BITES (Barloworld | Clientèle | Novus – Mustek | Trematon)

Barloworld is struggling and the CEO might be taking it private alongside a major Saudi investor. Novus has triggered a mandatory offer for Mustek. Trematon's INAV is down but we need full details.

GHOST BITES (Coronation | enX | Salungano | Shoprite | Trematon | Vodacom | Vunani)

Shoprite's sales update was the news of the day, with Coronation, enX, Salungano and Vunani all releasing numbers. The Comp Comm has prohibited the Vodacom fibre deal with Remgro. Trematon released the Aria disposal circular.

Ghost Bites (Afrimat | AngloGold | Hulamin | HomeChoice | Nedbank | Powerfleet | Sasfin | Trematon)

Nedbank achieved double digit growth. Afrimat's post-GNU story looks interesting. AngloGold has taken advantage of higher gold prices. Look out for Hulamin, HomeChoice, Powerfleet, Sasfin and Trematon as well.

Ghost Bites (Glencore | Orion Minerals | South32 | Telemasters)

Glencore's acquisition of Elk Valley Resources is unconditional. South32's sale of Illawarra is one step closer to completion. Orion Minerals opened the share purchase plan. Telemasters has potential corporate activity.

Ghost Bites (Altron | Gold Fields | ISA Holdings | Naspers – Prosus | Newpark | Richemont | Sirius Real Estate | Trematon)

Richemont released numbers and announced a new CEO, with Naspers - Prosus also announcing a new CEO. Updates came in from Altron, Gold Fields, ISA Holdings, Newpark, Sirius Real Estate and Trematon.

Ghost Bites (AngloGold | DRDGOLD | Novus | Sibanye-Stillwater | Trematon)

Gold updates came in from AngloGold and DRDGOLD, with Sibanye releasing a set of very disappointing numbers in the mining sector. Novus announced an acquisition and Trematon released a trading statement.

Ghost Bites (AECI | Altron | CA Sales Holdings | Clientele | Jubilee Metals | Libstar | Sasol)

AECI, Altron, CA Sales Holdings, Jubilee Metals, Libstar and Sasol all released numbers of varying quality. Clientele released the circular for the 1Life acquisition.

Ghost Bites (African Media Entertainment | City Lodge | Delta Property Fund | Frontier Transport | KAL Group | Mahube Infrastructure | Mr Price...

Major earnings announcements came in from Mr Price and Spar in the retail sector, along with other interesting companies like small cap stalwart Frontier Transport.
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