Ghost Bites
Ghost Bites (AECI | Balwin | Primary Health Properties | Vodacom)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
The market didn't enjoy the AECI update (JSE:...
Ghost Bites
Ghost Bites (Anglo American | Anglo American Platinum | Cashbuild | Kumba Iron Ore | Mpact | Mr Price | Sasol | South32 |...
In this bumper update covering two days of news, there were various mining and energy updates (Anglo / Anglo Platinum / Kumba / South32 / Sasol), as well as consumer sector updates from Mr Price and Cashbuild. Mpact and Vukile also featured.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Ascendis | Capital & Regional | Karooooo | Prosus | Reinet)
Accelerate Property Fund is having a really tough time. Capital & Regional has attracted another potential suitor. The Ascendis deal is dead. Karooooo is growing strongly. Prosus has given the CEO a moonshot. Reinet fund's NAV has ticked higher.
Ghost Bites
Ghost Bites (Anglo American | Anglo American Platinum | Brait | Capital & Regional | Kumba Iron Ore | Orion Minerals | RMB Holdings)
On a big day of mining updates, we saw news from Anglo American, Anglo American Platinum, Kumba Iron Ore and Orion Minerals. Brait is ready for the rights offer. Capital & Regional might still have a deal. RMB Holdings declared a dividend.
Ghost Bites
Ghost Bites (Ascendis | BHP | Vukile)
There's another twist in the Ascendis tale. BHP has released an operational update for the full year. Vukile is on a debt capital markets roadshow.
Ghost Bites
Ghost Bites (Brait | Richemont)
Richemont could only manage flat sales in the latest quarter, with Asia Pacific as the pressure point. Brait is ready to launch the rights offer.
Ghost Bites
Ghost Bites (Bell Equipment | Murray & Roberts | Northam Platinum | Pick n Pay | Sappi | Sasfin)
Bell Equipment is going private via a scheme of arrangement. Sasfin might be going private, but I'm less convinced. Pick n Pay released the rights offer circular. Murray & Roberts, Northam Platinum and Sappi also had news.
Ghost Bites
Ghost Bites (Acsion | Altron | AVI | BHP | Burstone | Capitec | Ninety One | Sirius | Spear)
AVI released strong numbers, as did Capitec. Altron is doing a smart B-BBEE deal. Acsion, Ninety One, Sirius and Spear REIT released important updates. BHP confirmed that Vale is sharing all Samarco claims.
