Friday, September 5, 2025

Ghost Bites (AB InBev | Astral | BHP | Impala Platinum | Renergen | Sable Exploration and Mining | Sasfin | Woolworths)

On an exceptionally busy day of news, major updates came in from AB InBev, Astral Foods, Impala Platinum, Renergen, Sasfin and Woolworths.

Ghost Bites (Adcorp | enX | Glencore | MTN | OUTsurance)

Adcorp is facing margin pressure. enX thinks it can sell Eqstra within the next year. Glencore has affirmed production guidance for most of its commodities. MTN is really struggling in Nigeria. OUTsurance increased its stake in Australia.

Ghost Bites (Renergen | Sasfin)

The Renergen rollercoaster continues, with the market overreacting to every announcement now. Sasfin continues to disappoint the market.

Ghost Bites (Afrimat | Balwin | Clicks | Kibo Energy | Mantengu | Nu-World | Oceana)

Afrimat, Balwin, Clicks, Nu-World and Oceana all released important numbers. Kibo Energy sold shares in MED to raise money. Mantengu has locked in a R500 million equity investor.

Ghost Bites (Bytes | DRDGOLD | Grindrod Shipping | Life Healthcare | Sibanye-Stillwater | Super Group)

Bytes is growing so strongly. Life Healthcare has dubious economics. DRDGOLD's operational update is interesting. Sibanye is in more trouble. The debt market loves Super Group.

Ghost Bites (Anglo American | Amplats | Famous Brands | Kumba | Oasis Crescent | Primary Health Properties | RMB Holdings | Santova |...

Aside from a number of production updates in the Anglo American stable, we saw earnings from Famous Brands, Santova, Spear REIT and Oasis Crescent. Also look out for Primary Health and RMB Holdings.

Ghost Bites (Datatec | Europa Metals | Richemont | Kibo Energy | Sasol | Southern Palladium | South32 | Textainer)

Textainer is going private. Datatec reported strong earnings. Richemont can close the deal with FARFETCH. Sasol and South32 released production updates. Europa Metals, Kibo Energy and Southern Palladium also featured.

Ghost Bites (Coronation | Finbond | Gemfields | Merafe | Reinet | Santova | Tiger Brands)

Tiger Brands is dropping its CEO. Coronation gave an AUM update. Finbond and Santova released numbers, while Merafe gave a production update. Gemfields gave a summary of share buybacks.
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