Thursday, December 25, 2025

Ghost Bites Vol 77 (22)

With a trio of mining sector earnings releases (South32, Gold Fields and Sibanye), it was a busy day. Italtile, Blue Label, Adcock Ingram, Distell, Balwin, Hulamin, Murray & Roberts and others were in the mix.

Ghost Bites Vol 76 (22)

Richemont has announced an important transaction related to its direct-to-consumer strategy. Results came in from KAP, Bidcorp, DRDGOLD, Harmony Gold and more. Spear REIT has done an interesting property deal.

Ghost Bites Vol 75 (22)

PSG Group finds itself in a battle with one dissenting shareholder. Sasol is finally paying dividends again, Merafe, Momentum Metropolitan, Bidvest, Cashbuild and others released numbers.

Ghost Bites Vol 74 (22)

Afrimat has good news on Glenover and bad news on Gravenhage. Ascendis has concluded its rights offer. Look out for earnings from Motus and Sun International, along with fascinating insights from BMW Financial Services.

Ghost Bites Vol 73 (22)

Prosus is still buying assets like it's a bull market. Standard Bank released a great set of results, with updates also in from Aveng and Spur. The TRP is being kept busy.

Ghost Bites Vol 72 (22)

Fortress has confirmed that it is engaging with the JSE about the pending loss of REIT status. Financial updates came in from Adcock Ingram, Exxaro, Curro, Grindrod, Grindrod Shipping, Caxton, Blue Label and more.

Ghost Bites Vol 71 (22)

Fortress REIT is in huge trouble. We saw a flurry of earnings from miners - DRDGOLD, Sibanye and Northam Platinum. Mpact has formally responded to Caxton.

Ghost Bites Vol 70 (22)

Mondi, like so many others, has fallen in love with Italy. BHP and Exxaro released results, as did HomeChoice and Transpaco. For some reason, company secretaries have been busy trading shares!
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