Ghost Bites
Ghost Bites (Absa | Ninety One | Rebosis)
Absa has given a very important update for the interim period, reflecting a sharp jump in the credit loss ratio that has muted HEPS growth. Also look out for news from Ninety One and Rebosis.
Ghost Bites
Ghost Bites – but with a passport (Delta | PepsiCo | Swatch | Northam Platinum | RMB Holdings)
With no news of any importance on the JSE by 4pm, I decided to look abroad to where things are actually happening. Here's the latest on Delta Air Lines, PepsiCo and Swatch, with Northam and RMB releasing announcements at the death.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Bell Equipment | Bytes | Hulamin | Kibo Energy | Naspers + Prosus | Sasol | Sebata |...
Finally, a busy day on the JSE. Bell released great numbers and Bytes gave a solid update from the AGM. Tharisa is happy to be diversified. Sasol has an emissions problem. Accelerate's dividend is gone. And of course, Prosus doing Prosus things.
Ghost Bites
Ghost Bites (Choppies | Conduit Capital | Invicta | RMB Holdings)
Choppies announced a deal and the figures are impossible to understand. Invicta announced a deal with no figures. RMH Holdings is fighting in court. Conduit has sold CLAH, at last.
Ghost Bites
Ghost Bites (Bell Equipment | Invicta | Mondi | RMB Holdings | Southern Palladium | Vukile Property Fund)
A surprise resignation by the Bell CEO at one end of the industrials sector and an acquisition by Invicta in Singapore at the other. Mondi is also buying an asset. RMB Holdings, Southern Palladium and Vukile also feature.
Ghost Bites
Ghost Bites (AngloGold | Choppies | Eastern Platinum | Nedbank | Telkom)
AngloGold's corporate reorganisation is costing over R1.1bn in advisory fees. Telkom rejects the Afrifund consortium. Choppies is still looking at Kamoso Group. Eastern Plats is off to court. Nedbank shareholders have no substance to remuneration vote.
Ghost Bites
Ghost Bites (Attacq | Invicta | RMB Holdings | Sappi | Wesizwe)
Attacq has agreed binding terms for the Waterfall deal with the GEPF. Invicta's odd-lot is going ahead. RMB Holdings is fighting with Atterbury. Trouble in Germany for Sappi and right here at home for Wesizwe.
Ghost Bites
Ghost Bites (Sibanye-Stillwater | Spear REIT | Tongaat Hulett)
New Century Resources (a Sibanye subsidiary) has improved its balance sheet. Tongaat Hulett extended its financing - for a few weeks. Spear released a detailed quarterly update.
