Saturday, November 8, 2025

Ghost Bites (African Rainbow Minerals | Bell Equipment | Copper 360 | Dipula Properties | Putprop)

African Rainbow Minerals had a poor period. Bell Equipment's cash is the highlight. Copper 360 needs to raise R1.15 billion in equity and Dipula Properties successfully raised R559 million. Putprop released results.

Ghost Bites (African Rainbow Minerals | Anglo American – Valterra Platinum | Ascendis | Dipula | Fortress Real Estate | Pan African Resources |...

Sanlam's latest results are a mixed bag. Dipula Properties is raising capital and Fortress Real Estate is telling a positive story. African Rainbow Minerals had a tough period. Pan African Resources rewarded punters this year. Ascendis and Trellidor released results. Anglo is fully out of Valterra Platinum.

Ghost Bites (Anglo American – Valterra Platinum | Aspen | Cashbuild | Discovery | Woolworths)

Woolworths takes the fight to Checkers. Discovery is showing excellent growth. Aspen had an awful year. Cashbuild is grinding away. Anglo American is selling the remaining shares in Valterra Platinum.

Ghost Bites (AfroCentric | ArcelorMittal | ASP Isotopes | Barloworld | Invicta | iOCO | Motus | Shoprite)

Shoprite released more excellent numbers. iOCO is on a firm footing these days. Motus was helped by a decrease in debt. ASP Isotopes is hitting big milestones. Invicta is acquiring a UK business. Barloworld's sanctions investigation is complete. AfroCentric needs to find growth. ArcelorMittal has started shutting the Longs business.

Ghost Bites (Bell Equipment | Bidvest | Blue Label | Brimstone | CA Sales | RCL Foods | Santam | Sea Harvest | Sun...

CA Sales, RCL Foods, Santam and Sea Harvest all released solid numbers. Bidvest, Bell Equipment and Brimstone are struggling to various degrees. Sun International posted a resilient set of numbers. Blue Label has given more details on the Cell C restructure.

Ghost Bites (MAS | Northam Platinum | Super Group)

MAS put out strong numbers, with the market hoping for a return to dividends as soon as possible. Northam Platinum's costs are running far too hot. Super Group's continuing operations are down, but not by much.

Ghost Bites (Altron | Equites | Harmony | Impala Platinum | KAP | Libstar | Metrofile | Rainbow Chicken | Sibanye-Stillwater | South32 |...

We are now firmly in earnings season, with numbers from Harmony, Impala Platinum, KAP, Libstar, Rainbow Chicken, Sibanye, South32, STADIO, Trellidor and Truworths. Important updates also came in from Altron, Equites Property Fund and Metrofile.

Ghost Bites (Afrimat | Bidcorp | Blue Label Telecoms | Curro | OUTsurance | Spur | Transpaco)

Curro is becoming a non-profit organisation - and it all makes perfect sense. OUTsurance is flying. Punters took profit on Blue Label after results. Afrimat and Transpaco are having a tough time. Bidcorp put in a dependable performance. Spur has a legal battle around a rib plant.
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