Friday, September 5, 2025

Ghost Bites (Accelerate | Adcock Ingram | Bidcorp | DRDGOLD | Harmony Gold | RCL Foods | Rebosis | RMB Holdings | Sasol)

It was a good day for gold miners and companies like Bidcorp and Adcock Ingram with solid numbers. RCL Foods cannot say the same. Look out for results from Sasol as well. Accelerate Property Fund, Rebosis and RMB Holdings all announced disposals.

Ghost Bites (Aveng | BHP | Bidvest | Murray & Roberts | NEPI Rockcastle | Spur | WBHO | Wesizwe | Woolworths)

On a busy day of news, we saw construction come through strongly alongside property, industrials, retail and of course the joy of hamburgers and waffles.

Ghost Bites (Attacq | Castleview + Collins | Curro | Jubilee Metals | Kore Potash | RMB Holdings | Salungano | Thungela)

Property and mining updates dominated the day, with Curro as the only major story outside of those sectors.

Ghost Bites (Emira + Transcend | Libstar | Sibanye | Transpaco)

Emira wants to take Transcend private and won't be paying a premium to the current price. Libstar and Sibanye have both suffered significant earnings drops, while Transpaco is headed in the right direction.

Ghost Bites (Aveng | Alphamin | DRDGOLD | Exxaro | Gold Fields | Master Drilling | Oceana | Sabvest | Standard Bank)

Standard Bank was arguably the biggest story of the day with very high earnings growth. There were several mining updates (Alphamin, DRDGOLD, Exxaro, Gold Fields and Master Drilling), with Aveng, Oceana and Sabvest also in the mix.

Ghost Bites (Advanced Health | Kibo Energy | NEPI Rockcastle | Sun International)

Advanced Health has a kiss goodbye for shareholders. Moneyweb caused unintended havoc in the Kibo Energy share price. NEPI Rockcastle released great earnings. Sun International is recovering, slowly.

Ghost Bites (Equites | Grindrod | Homechoice | Impala Platinum | KAP | Merafe | Rebosis | Resilient | Santam | Trustco)

Not all industrials are performing equally in this environment, like KAP vs. Grindrod. Look out for property news from Equites, Rebosis and Resilient, along with updates from Homechoice, Implats, Merafe, Santam and Trustco.

Ghost Bites (Absa | Hulamin | Italtile | Lighthouse | MTN | Nampak | Northam | Sanlam | Sasol | Shaftesbury | 4Sight)

With a very busy start to the week, we saw really important news from major players like Absa, MTN, Northam and Sasol. Also look out for Hulamin, Italtile, Lighthouse, Nampak, Sanlam, Shaftesbury and plucky small cap 4Sight.
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