Tag:
WBHO
Ghost Bites
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
GHOST BITES (BHP | Capital & Regional – Growthpoint | 4Sight | Prosus / Naspers | South32 | Workforce Holdings)
Capital & Regional released the circular for the NewRiver scheme. Workforce Holdings could be the next JSE delisting. 4Sight released great earnings. BHP and South32 had updates in the mining sector and Prosus / Naspers CEO Fabricio Bloisi released his 100-day letter.
Ghost Bites
Ghost Bites (Ethos Capital | MC Mining | Nampak | Netcare | PPC | Rainbow Chicken | Spar | York Timber)
Nampak has successfully refinanced its group. Netcare is on for a good year, but PPC investors need to be patient. Spar, York Timber and smaller counters Ethos Capital and MC Mining all released numbers. Rainbow Chicken extracted its results to help shareholders out.
Ghost Bites
Ghost Bites (Bytes Technology | Clientele | Discovery | Lighthouse Properties | Mustek | Powerfleet | Remgro)
Bytes, Clientele, Discovery and Mustek released numbers. Lighthouse raised R1 billion in equity in a matter of hours. Remgro is very hit and miss at the moment.
Ghost Bites
Ghost Bites (Anglo American | Anglo American Platinum | AngloGold | Attacq | Bowler Metcalf | Caxton | Libstar | Old Mutual | Texton...
On a busy day of news, Anglo American is starting to sell down Amplats, while AngloGold is buying a mine in Egypt. We saw results from Attacq, Bowler Metcalf, Libstar, Old Mutual and WBHO, along with corporate updates from Texton and Vukile. Caxton got in trouble with the JSE.
Ghost Bites
Ghost Bites (BHP | Brimstone | Master Drilling | Pick n Pay | Redefine | Sasfin | Sea Harvest | Stor-Age | WBHO)
BHP is a great example of mining cycles. Pick n Pay has some green shoots. Stor-Age remains a solid player. Look out for Brimstone, Master Drilling, Redefine, Sea Harvest, WBHO and more.
Ghost Bites
Ghost Bites (Curro | MultiChoice | Nedbank | Premier | Shoprite | Sibanye-Stillwater | WBHO)
On a day of important news releases from major companies, Nedbank and Shoprite led the way. MultiChoice is getting a higher offer from Canal+. Also look out for Curro, Sibanye and WBHO, with Premier giving an update as well.
Ghost Bites
Ghost Bites (Astral Foods | Barloworld | Brikor | FirstRand | Naspers + Prosus | Netcare | Omnia | PPC | Sirius | Stefanutti...
Look out for important earnings updates from several large companies, including the likes of Barloworld, FirstRand and Netcare. Sirius is tapping the market for capital.
