Ghost Bites
Ghost Bites (Gemfields | Impala Platinum | Pan African | PPC | Spur)
Spur released blowout results. Gemfields is doubling down on Mozambique. Tough times in mining at both Impala Platinum and Pan African. PPC is doing a 10% B-BBEE deal in SA.
Ghost Bites
Ghost Bites (AngloGold | Europa Metals | MTN | Standard Bank)
AngloGold and Standard Bank are examples of companies at completely different places in their respective cycles. Look out for updates from Europa Metals and MTN as well.
Ghost Bites
Ghost Bites (AB InBev | Mondi | Mpact | Sabvest | Sappi | South Ocean | Wesizwe)
It was a big day in the paper and packaging sectors, with numbers from three major players: Mondi, Mpact and Sappi. We also saw results from AB InBev and South Ocean, with ongoing labour issues at Wesizwe.
Ghost Bites
Ghost Bites (Astoria | Curro | Investec | Gold Fields | JSE | MiX Telematics | OUTsurance | Workforce | 4Sight)
Look out for numbers from Astoria, Curro, Gold Fields, JSE, MiX Telematics, OUTsurance and Workforce. Investec has met regulatory requirements for the Rathbones deal.
Ghost Bites
Ghost Bites (AngloGold | Aspen | British American Tobacco | Crookes Brothers | Ellies | MTN | Pan African | Royal Bafokeng | Sibanye-Stillwater...
From gold mining to Latino lovers and just about everything inbetween, it was a fascinating day of news on the JSE. In particular, the mining cycle is getting tougher.
Ghost Bites
Ghost Bites (British American Tobacco | EOH | Gemfields | Glencore | Liberty Two Degrees | MC Mining | Mr Price | MTN |...
On an exceptionally busy day of updates, we saw just about everything from junior mining right through to telecoms, with technology and property added in for good measure.
Ghost Bites
Ghost Bites (AYO | Clientele | Delta Property Fund | Grindrod Shipping | Netcare | Old Mutual | Salungano | Spar | Woolworths)
Woolworths was the biggest story of the day with a trading update for the financial year. Spar has new management and Netcare needs need management. Clientele is looking at an acquisition. All this and more in Ghost Bites.
Ghost Bites
Ghost Bites (Anglo American | ArcelorMittal | Hammerson | Liberty Two Degrees | Sirius | Spur | Super Group | Trustco)
Anglo and ArcelorMittal are reminders of how commodity cycles work. Hammerson is paying a divi and Liberty Two Degrees is being taken private. Spur buys Doppio. Great numbers from Super Group. Trustco announces the Meya deal. Sirius recycles capital.
