Tag:
Universal Partners
Ghost Bites
GHOST BITES (Brait | Dipula Income Fund | Emira | Ethos Capital | Southern Sun)
Brait got a boost from Virgin Active. In property, Dipula and Emira released uninspiring results. Southern Sun is doing extremely well. Ethos Capital had a busy quarter of corporate actions.
Ghost Bites
Ghost Bites (Bell Equipment | Brimstone | Capital & Regional | Discovery | FirstRand | Lesaka | RFG | SA Corporate Real Estate |...
Bell's take-private is dead. Capital & Regional's deal hopes are still alive. Earnings came in from Discovery, FirstRand, Lesaka, RFG, SA Corporate Real Estate, Sibanye and Truworths. Brimstone is making an odd capital allocation.
Ghost Bites
Ghost Bites (Coronation | Brimstone – Sea Harvest | enX | NEPI Rockcastle | Santova | Stefanutti Stocks | Universal Partners)
Coronation's earnings trajectory is a concern. NEPI Rockcastle is flying and enX is doing pretty well too. Santova is catching the wrong end of the cycle.
Ghost Bites
Ghost Bites (DRDGOLD | Pan African Resources | Universal Partners)
DRDGOLD and Pan African Resources delivered gold sector updates, with very different underlying production narratives. Universal Partners has a unique portfolio that is always fun to read about.
Ghost Bites
Ghost Bites (Barloworld | Bidcorp | Capital Appreciation | Dipula Income Fund | Glencore | Netcare | Novus | Santam | Sibanye-Stillwater | Stor-Age...
On a very busy day of trading statements, important earnings updates came in from a wide variety of JSE-listed companies.
Ghost Bites
Ghost Bites (Attacq | Gemfields | Growthpoint | Lesaka | Old Mutual | Momentum Metropolitan | Pan African Resources | Putprop | Universal Partners)
Attacq, Growthpoint and Putprop reported in the property sector. Gemfields needs better emeralds and Pan African needs more gold. Old Mutual and Momentum gave us financial services news. Lesaka and Universal Partners also released news.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Harmony Gold | Lesaka Technologies | Southern Sun | The Foschini Group | Transaction Capital | Universal Partners)
Transaction Capital is in the toilet while Universal Partners is reinventing it. Lesaka needs more profits. Southern Sun is doing well. The Foschini Group counts the cost of load shedding.
