Ghost Bites
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
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
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
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
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.
Ghost Bites
Ghost Bites (Eastern Platinum | Exxaro | Finbond)
Exxaro's recent earnings profile was perfect for my chart of the day. Also look out for earnings news from Eastern Platinum and a major share repurchase by Finbond, with important stuff in Little Bites as well.
Ghost Bites
Ghost Bites (ADvTECH | CA Sales | Capital & Regional | Cashbuild | Life Healthcare | Lighthouse | Montauk)
ADvTECH and CA Sales released excellent earnings. Cashbuild...didn't. Capital & Regional is raising equity for what looks like a juicy acquisition. Look out for news from Life Healthcare, Lighthouse and Montauk as well.
Ghost Bites
Ghost Bites (Glencore | Hulamin | Kore Potash | Nedbank | Quilter | Tongaat Hulett | Vodacom)
Right at the death, Vodacom dropped a bombshell on the market that also impacts Remgro. Look out for earnings from Glencore, Hulamin, Nedbank and Quilter, with important news from Kore Potash as well.
