Wednesday, July 23, 2025

Ghost Bites Vol 83 (22) – Cognition | Fortress | TRP Investigations

Cognition's results show how disconnected the market cap is from the balance sheet. Fortress REIT has given a view on life after being a REIT. The TRP is very busy with investigations.

Ghost Bites Vol 82 (22) – Massmart | Implats | Truworths | Santam | Fortress

Walmart hasn't wasted any time, with the offer to Massmart shareholders now formally made. Financial updates came in from Implats, African Rainbow Minerals, Santam, Sanlam, Fortress, Truworths and more.

Ghost Bites Vol 81 (22)

Huge Group has finally done a solid deal. Results came in from Woolworths, Discovery, Murray & Roberts, Trellidor, Aspen, Motus, Cashbuild, Mustek and more.

Ghost Bites Vol 80 (22)

Results came in thick and fast, with updates from Harmony Gold, Master Drilling, STADIO, Old Mutual, Kaap Agri, Super Group, Transpaco, Brimstone, Lewis

Ghost Bites Vol 79 (22)

In massive news, Massmart and Grindrod Shipping look to be joining the delisting wave. Sun International is paying its first dividend since 2016. Look out for results from Hulamin, Sea Harvest, ADvTECH, MAS and Steinhoff.

Ghost Bites Vol 78 (22)

There was some juicy M&A on Friday, with news of African Bank acquiring Ubank and Cognition Holdings selling Private Property at a huge valuation. Rebosis is in business rescue. Grindrod and Northam Platinum released results.

Ghost Bites Vol 77 (22)

With a trio of mining sector earnings releases (South32, Gold Fields and Sibanye), it was a busy day. Italtile, Blue Label, Adcock Ingram, Distell, Balwin, Hulamin, Murray & Roberts and others were in the mix.

Ghost Bites Vol 76 (22)

Richemont has announced an important transaction related to its direct-to-consumer strategy. Results came in from KAP, Bidcorp, DRDGOLD, Harmony Gold and more. Spear REIT has done an interesting property deal.
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