Tag:
Trematon Capital
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 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
Ghost Bites (Absa | Sable Exploration and Mining | Transcend Property + Emira | Trustco)
Absa implemented its B-BBEE deal. Sable announced a joint venture opportunity. Transcend and Emira released the joint buyout circular. Trustco is converting debt to equity.
Ghost Bites
Ghost Bites (Aveng | Glencore | Hulamin | Mr Price | Tongaat | Vodacom)
Friday included major financial announcements by Aveng, Mr Price and Vodacom, with important stuff also coming from Glencore and Hulamin, Finally, Tongaat has found a buyer!
