Thursday, September 18, 2025

Ghost Bites (Choppies | Metrofile | Momentum | Mustek | Orion Minerals | Supermarket Income REIT)

Momentum released excellent numbers, although they do have metrics that need work. Metrofile shareholders finally received an offer. Orion Minerals got the market excited with a funding package from Glencore. Mustek and Supermarket Income REIT are in the green, but not by much. Choppies is managing some growth in its core business.

Ghost Bites (Anglo American | Attacq | Ethos Capital | Hyprop | Libstar | Premier Group | RFG Holdings)

Libstar might be headed for the exit. Attacq released excellent results and Hyprop's dividend nearly managed double-digit growth. Premier's earnings are expected to be much higher. RFG Holdings is struggling with weak demand. Anglo American is pushing deeper into copper. Ethos Capital flagged strong growth.

Ghost Bites (Capital Appreciation | Greencoat Renewables | Naspers | Oceana | OUTsurance | Sirius Real Estate | Southern Sun)

OUTsurance released blockbuster results. Capital Appreciation, Oceana and Southern Sun gave helpful business updates. Naspers has decided to do a stock split. Greencoat Renewables needs more wind. Sirius Real Estate raised further debt.

Ghost Bites (Accelerate Property Fund | Ascendis Health | Caxton & CTP | Gemfields | Schroder Real Estate)

Caxton achieved strong profit growth despite tepid newspaper conditions. Ascendis Health is thinking of delisting. Gemfields held its first emerald auction this year. Accelerate Property Fund sold a building. Schroder Real Estate's dividend could be at risk.

Ghost Bites (City Lodge | Discovery | FirstRand | Lesaka Technologies | Mantengu)

FirstRand remains an excellent business. The market didn't enjoy the Discovery numbers. City Lodge is showing signs of life. Lesaka Technologies is growing solidly. Mantengu announced a new acquisition.

Ghost Bites (Growthpoint | Metair | Old Mutual | Pan African Resources | Remgro)

Portfolio simplification at Growthpoint is a long slog. Old Mutual was boosted by short-term insurance. Pan African has given strong guidance. Metair is struggling, but surviving. Remgro released a trading statement.

Ghost Bites (Adcock Ingram | Anglo American | BHP | Newpark REIT | SPAR | Super Group | WBHO)

Anglo American's Teck deal is a "merger of equals" - except they aren't equal. SPAR is out of Switzerland, but it stings. Super Group had a tough period. WBHO shows that construction can work. Adcock Ingram released the deal circular. Newpark REIT is selling Crown Mines. BHP has removed one legal overhang.

Ghost Bites (Altvest | AVI | Clientele | Metrofile | Sun International)

Altvest is going all-in on bitcoin. AVI's beverages business drove them forward. Sun International's casinos continue to struggle. Clientele's customer base is under pressure. Metrofile's margins went the wrong way.

Ghost Bites (African Rainbow Minerals | Bell Equipment | Copper 360 | Dipula Properties | Putprop)

African Rainbow Minerals had a poor period. Bell Equipment's cash is the highlight. Copper 360 needs to raise R1.15 billion in equity and Dipula Properties successfully raised R559 million. Putprop released results.

Ghost Bites (African Rainbow Minerals | Anglo American – Valterra Platinum | Ascendis | Dipula | Fortress Real Estate | Pan African Resources |...

Sanlam's latest results are a mixed bag. Dipula Properties is raising capital and Fortress Real Estate is telling a positive story. African Rainbow Minerals had a tough period. Pan African Resources rewarded punters this year. Ascendis and Trellidor released results. Anglo is fully out of Valterra Platinum.

Ghost Bites (Anglo American – Valterra Platinum | Aspen | Cashbuild | Discovery | Woolworths)

Woolworths takes the fight to Checkers. Discovery is showing excellent growth. Aspen had an awful year. Cashbuild is grinding away. Anglo American is selling the remaining shares in Valterra Platinum.
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