Ghost Bites
Murray & Roberts swings back to profitability
Murray & Roberts has released its results for the six months ended December 2021. The market seemed to enjoy them, as the share price closed more than 3% higher. The order book of R61.1 billion
Sibanye-Stillwater: huge profits, but risks have emerged
Sibanye isn’t a company for investors with weak stomachs. Moves of over 4% in a single day are common. Of course, the longer-term story is what really matters. Timing is everything in mining stocks. Here’s
Virgin Active gets Real (Foods)
Virgin Active has had an incredibly tough time during the pandemic. Even when the gyms were allowed to reopen, I wasn’t convinced that people would rush back for the experience of wearing a mask while
The Foschini Group dials-a-bed
The Foschini Group is making a significant acquisition in South Africa, which is always great to see
Mpact packs a punch
Mpact is a solid JSE mid-cap that just gets on with it. The management team has been there for a long time and they’ve had to deal with all the usual challenges of operating in our beautiful country.
Massmart can’t stop the bleeding
Massmart has been releasing ugly announcements for so long that I’ve run out of puns
AVI faces a tricky year ahead
Consumer goods specialist AVI has released results for the six months to December 2021
Sibanye: unions striking while the cycle is hot
Just when you thought the mining industry was finally looking attractive, the unions have gotten involved.
Shoprite: priced for perfection and delivering it
Shoprite has released results for the 26 weeks to 2nd January 2022.
Royal Bafokeng Platinum: record production when it counted
oyal Bafokeng Platinum (RB Plats) has released annual results for the year ended December 2021. This has been a wonderful period for the platinum group metal (PGM) players, who deserved a break after years of pain.
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.
