Ghost Bites
Ghost Bites (Accelerate Property Fund | Bell Equipment | Bytes | Hulamin | Kibo Energy | Naspers + Prosus | Sasol | Sebata |...
Finally, a busy day on the JSE. Bell released great numbers and Bytes gave a solid update from the AGM. Tharisa is happy to be diversified. Sasol has an emissions problem. Accelerate's dividend is gone. And of course, Prosus doing Prosus things.
Ghost Bites
Ghost Bites (Choppies | Conduit Capital | Invicta | RMB Holdings)
Choppies announced a deal and the figures are impossible to understand. Invicta announced a deal with no figures. RMH Holdings is fighting in court. Conduit has sold CLAH, at last.
Ghost Bites
Ghost Bites (Bell Equipment | Invicta | Mondi | RMB Holdings | Southern Palladium | Vukile Property Fund)
A surprise resignation by the Bell CEO at one end of the industrials sector and an acquisition by Invicta in Singapore at the other. Mondi is also buying an asset. RMB Holdings, Southern Palladium and Vukile also feature.
Ghost Bites
Ghost Bites (AngloGold | Choppies | Eastern Platinum | Nedbank | Telkom)
AngloGold's corporate reorganisation is costing over R1.1bn in advisory fees. Telkom rejects the Afrifund consortium. Choppies is still looking at Kamoso Group. Eastern Plats is off to court. Nedbank shareholders have no substance to remuneration vote.
Ghost Bites
Ghost Bites (Attacq | Invicta | RMB Holdings | Sappi | Wesizwe)
Attacq has agreed binding terms for the Waterfall deal with the GEPF. Invicta's odd-lot is going ahead. RMB Holdings is fighting with Atterbury. Trouble in Germany for Sappi and right here at home for Wesizwe.
Ghost Bites
Ghost Bites (Sibanye-Stillwater | Spear REIT | Tongaat Hulett)
New Century Resources (a Sibanye subsidiary) has improved its balance sheet. Tongaat Hulett extended its financing - for a few weeks. Spear released a detailed quarterly update.
Ghost Bites
Ghost Bites (Copper 360 | Murray & Roberts | RCL Foods)
It wasn't a busy day of news, but it was an important one. Copper 360 released encouraging metallurgical results. Murray & Roberts can't get RUC in Australia. RCL Foods got nailed by a sugar levy.
Ghost Bites
Ghost Bites (Anglo American | AVI | Brikor | Mondi | Montauk | Remgro | Salungano | Texton)
Diamonds, fish, bricks and coal - there's a bit of everything in Ghost Bites today. The biggest story was probably Mondi's partial exit of Russia, but keep a close eye on what's going on at Salungano.
