Ghost Bites
Ghost Bites (Accelerate Property Fund | BHP | EOH | Pick n Pay | Quilter)
Pick n Pay's results were even worse than the market expected, with more pressure on the share price. EOH is stable but not appealing. Accelerate Property Fund sold two properties. BHP's quarterly report isn't encouraging. Quilter is growing in its core channels, but not really overall.
Ghost Bites
Ghost Bites (Exemplar REITail | Hyprop | Jubilee Metals | Ninety One | Primary Health Properties | Standard Bank | Tharisa | Zeder)
There's some activity in property, with a capital raise by Exemplar REIT, the listing of Primary Health Properties and the acquisition of Table Bay Mall by Hyprop. Look out for an important update by mining house Tharisa as well.
Ghost Bites
Ghost Bites (Adcorp | AEEI | Calgro | Cashbuild | Insimbi | Octodec | Raubex | Renergen | Schroder European Real Estate)
Adcorp, Calgro, Cashbuild, Insimbi and Raubex all gave earnings updates. Renergen responded to critics. AEEI could be going private.
Ghost Bites
Ghost Bites (African Bank and Sasfin | Deneb | Renergen)
Sasfin seems to have scored the deal of a lifetime in a disposal of businesses to African Bank. Deneb has sold some properties. Renergen responded to Albie Cilliers, but not via SENS.
Ghost Bites
Ghost Bites (CMH | Karooooo | Kore Potash)
The new car market is finally cracking. Karooooo is focusing on the right stuff now. Kore Potash's quarterly report is a useful summary.
Ghost Bites
Ghost Bites (Jubilee Metals | Markus Jooste | PSG Financial Services | Redefine | Rex Trueform)
Jubilee reported record production but it didn't help. Markus Jooste got the maximum fine by the JSE. PSG released high quality numbers. Redefine won an arbitration in Poland. Rex Trueform is looking interesting these days.
Ghost Bites
Ghost Bites (Equites Property Fund | MiX Telematics | Brikor | Sappi | Southern Palladium)
Equites is under pressure. MiX Telematics has attracted a suitor. Nikkel bought more of Brikor. Sappi is possibly closing another mill. Southern Palladium released drilling results.
Ghost Bites
Ghost Bites (Alphamin | Famous Brands | Sirius Real Estate | Transpaco)
Alphamin's quarter-on-quarter numbers look better. Famous Brands is struggling. Sirius sounds upbeat. Transpaco is being mature with capital allocation.
