Ghost Bites
Ghost Bites (Brikor | De Beers | Stor-Age)
The mandatory offer for Brikor can't be far away. De Beers sales are in line with expectations. Stor-Age is doing clever deals in the UK that bring a capital-light element to the model.
Ghost Bites
Ghost Bites (Alphamin | Glencore | Grand Parade | PBT | Primeserv | Rex Trueform | Royal Bafokeng Platinum | Sibanye-Stillwater | Zeder)
Alphamin achieved record production. Glencore tries again with Teck. Sibanye wins the hearts of 10 international banks. PBT declares a special dividend. These and more in Ghost Bites.
Ghost Bites
Ghost Bites (Eastern Platinum | Finbond | Harmony | Kibo Energy | Nu-World | Rebosis | WBHO)
Nu-World released horrible numbers. Harmony makes progress in Papua New Guinea. Rebosis is selling everything. WBHO needs another B-BBEE deal. These updates and more in Ghost Bites.
Ghost Bites
Ghost Bites (Combined Motor Holdings | EOH | Europa Metals | Industrials REIT | ISA Holdings | Northam Platinum | Texton)
Northam Platinum walks away from RB Plats. CMH has another massive year. EOH catches a bid. Europa Metals starts drilling. Industrials REIT is now a pure-play business. These and more in Ghost Bites!
Ghost Bites
Ghost Bites (Anglo American | Investec | Murray & Roberts | Nampak | NEPI Rockcastle | Oceana)
Anglo is working towards lower carbon steelmaking. Investec and Rathbones will create the UK's largest wealth manager. The sale of Bombela by Murrays is a go. Nampak buys some time. NEPI's balance sheet is stronger. Oceana sells Commercial Cold Storage.
Ghost Bites
Ghost Bites (Advanced Health | AYO | Cashbuild | EOH | Glencore | Hammerson | Industrials REIT | Investec Property Fund | Pick n...
Glencore makes a cheeky bid for a Canadian giant. Industrials REIT gets a big offer. Pick n Pay is struggling. EOH has a sustainable balance sheet. These, and many more updates in Ghost Bites.
Ghost Bites
Ghost Bites (Absa | Advanced Health | Bell Equipment | Capital Appreciation | Kore Potash | OUTsurance | Renergen | Tongaat Hulett)
On an intensely busy Friday of JSE news, there was everything from a new B-BBEE deal at Absa through to earnings news from Bell, Caprec and Kore Potash. OUTsurance and Advanced Health are doing deals in Australia. Renergen and Tongaat also released updates.
Ghost Bites
Ghost Bites (aReit | Metair | Nampak | Southern Palladium | Workforce | York)
Nampak's balance sheet is in serious trouble. York needs to make big improvements. Metair leaves an awful year behind it. aReit has hurt investors, as I suspected it would. Workforce earnings are up. Southern Palladium has drilling results.
