Tag:
4Sight Holdings
Ghost Bites
Ghost Bites (BHP | Hyprop – MAS | Quantum Foods | Valterra Platinum | Vodacom – Remgro)
Hyprop has put in a conditional offer to MAS shareholders. Vodacom and Remgro tweaked the terms of the fibre deal. BHP's production is strong, but iron ore prices are weak. Valterra Platinum's production ruined the first half numbers. Quantum Foods has had some shareholder register developments.
Ghost Bites
GHOST BITES (Altron | Burstone | Cashbuild | Gemfields | Naspers – Prosus | Rainbow Chicken | Sasol | Stor-Age)
Naspers - Prosus set the hares running with news of the Just Eat acquisition. Sasol's results also got a lot of focus. Altron, Gemfields and Rainbow Chicken had positive news to share. Cashbuild is slightly up and Stor-Age is ticking over. Burstone is increasing exposure to Australian industrial properties.
Ghost Bites
GHOST BITES (Balwin | Coronation | Delta Property Fund | Gold Fields | Mantengu Mining | Pick n Pay | PPC | Renergen |...
Balwin and Pick n Pay are both suffering, the latter more than the former. Gold Fields finished a deal in record time. PPC seems to be on the up. Renergen finds itself in an awkward spot. Look out for Coronation, Delta Property Fund, Mantengu Mining and Southern Palladium as well.
Ghost Bites
Ghost Bites (Alexander Forbes | Collins Property | Coronation | Finbond | HCI | Salungano | Tharisa | Transaction Capital)
Alexander Forbes shows the value of strategic focus. Collins Property and Coronation released important dividend news. HCI suffered non-cash negative moves. Transaction Capital still has a long road to travel. Salungano, Tharisa and Finbond all released numbers.
Ghost Bites
Ghost Bites (BHP | Octodec | Purple | Reunert | Santam | South32 | Tharisa)
The Purple Group rights issue set the Twitter commentators in motion on Tuesday. Reunert released important numbers along with Tharisa and Octodec. Santam gave a trading update. BHP and South32 released conference presentations.
Ghost Bites
Ghost Bites (4Sight Holdings | Barloworld | Impala Platinum | Indluplace | RCL Foods)
Barloworld is growing strongly. RCL Foods to sell Vector Logistics. Indluplace gives an operating update. Impala nearly has TRP approval for its offer. 4Sight nearly doubles profits.
Ghost Bites
Ghost Bites (Accelerate | Bell Equipment | Blue Label Telecoms | Equites | Remgro | Resilient | Schroder | Sibanye-Stillwater | Steinhoff)
Solid earnings out of Bell Equipment, while property funds (Accelerate and Schroder) are under pressure, with Equites selling properties below NAV. Resilient has been quite resilient. Cell C needs a new CEO, Remgro needs buybacks and Steinhoff needs a miracle.
Ghost Bites
Ghost Bites (Emira | HCI | Murray & Roberts | Nampak | Sasol)
Emira gave a pre-close update. HCI records a huge jump in profits. Murray & Roberts to sell stake in Bombela. Nampak: when bad balance sheets happen to good people. Sasol drops after releasing a trading statement.
