Ghost Bites
GHOST BITES (Italtile | Nictus | Sibanye-Stillwater | Transaction Capital)
Italtile's share price momentum makes no sense to me. Sibanye-Stillwater has pulled off a sensible uranium deal. Transaction Capital's results are delayed. Nictus had a terrific year thanks to investment income.
Ghost Bites
GHOST BITES (Brait | NEPI Rockcastle | RMB Holdings | Schroder European Real Estate)
Brait's brief trading update was far too easy to miss on SENS. NEPI Rockcastle is buying another mall in Poland. RMB Holdings and Schroder European Real Estate released numbers.
Ghost Bites
GHOST BITES (Absa | Nampak | Trustco | Vukile Property Fund)
Absa has given updated earnings guidance for 2024 and beyond. Nampak has put in place a clever B-BBEE deal. Trustco has released the Legal Shield deal circular. Vukile's Spanish acquisition is still on hold.
Ghost Bites
GHOST BITES (Exxaro | MAS Real Estate | Resilient | Super Group | Sygnia | Tiger Brands)
Super Group has agreed to sell SG Fleet and the market has celebrated. Exxaro has suspended its CEO. MAS Real Estate, Resilient, Sygnia and Tiger Brands released important financial updates.
Ghost Bites
GHOST BITES (Capital Appreciation | Exxaro | Fortress | Lighthouse)
Capital Appreciation's software division is a headache. Exxaro is having a tough year. Life-after-REIT looks great for Fortress. Lighthouse is finding things more competitive than before in Iberia.
Ghost Bites
GHOST BITES (Alexander Forbes | Aveng | Nampak | Naspers – Prosus | Standard Bank | Transaction Capital)
Alexander Forbes, Nampak, Naspers-Prosus and Standard Bank all released important numbers. Aveng has sold its stake in a property portfolio. Transaction Capital is still trying to finalise the Road Cover deal.
Ghost Bites
GHOST BITES (Acsion | African Media Entertainment | AYO Technology | Copper 360 | Fairvest | Finbond | Mahube | PBT Group | Quantum...
Acsion, African Media Entertainment, AYO Technology, Copper 360, Fairvest, Finbond, Mahube Infrastructure, PBT Group, Quantum Foods and Reinet all released numbers on a busy day.
Ghost Bites
GHOST BITES (AECI | Growthpoint | HCI | Nampak | Pick n Pay | Sanlam – Santam – MultiChoice | Spar | Tharisa |...
AECI, Growthpoint, HCI, Nampak, Spar, Tharisa, Transaction Capital and Trematon all released numbers to the market. Pick n Pay has confirmed the completion of its recapitalisation plan. Sanlam is partnering with Santam on the MultiChoice insurance deal.
