Tag:
ADvTECH
Ghost Wrap
Ghost Wrap #78 (Italtile | ADvTECH and STADIO | Harmony)
Italtile had a better second half as expected, but new risks have emerged. ADvTECH and STADIO have shown us that private education can be lucrative, provided the business model is right. Harmony got its gold production sorted at exactly the right time.
Ghost Bites
Ghost Bites (ADvTECH | Harmony | Italtile | STADIO)
ADvTECH and STADIO both released great numbers, showing the value of the tertiary education sector. Harmony has more than doubled HEPS. Italtile has warned of competitive pressures.
Ghost Bites
Ghost Bites (ADvTECH | Aveng | DRDGOLD | Lighthouse | MTN Rwanda | Northam Platinum | Renergen | Transaction Capital)
ADvTECH has indicated strong earnings growth and now Aveng has given a range as well. DRDGOLD disappointed the market. Look out for numbers from Lighthouse, MTN Rwanda and Northam Platinum as well, with deal news at Transaction Capital and positive updates at Renergen.
Ghost Bites
Ghost Bites (enX | Gold Fields | Mr Price | Novus)
Mr Price lacks clear strategic direction. Gold Fields is being hurt by the weather. enX announced a special distribution. Novus updated its earnings range.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Delta Property | Heriot REIT | Premier Group | Renergen)
Premier Group released very strong results. Renergen is on the verge of the performance test. In the property sector, there were updates from Accelerate, Delta and Heriot.
Ghost Bites
Ghost Bites (Copper 360 | Gemfields | MultiChoice | Spar)
Copper 360 is trying hard to explain the poor first year of performance. MultiChoice released an overly confusing trading statement. Spar just can't get it right. Gemfields has a gold project in Mozambique.
Ghost Bites
Ghost Bites (Capital Appreciation | Nictus | Ninety One | Sygnia | Trustco | Vukile | York Timber)
Capital Appreciation and Vukile released particularly good numbers, with good stuff out of Sygnia and Trustco as well. Ninety One is struggling. Trustco and York Timber released important deal news.
Ghost Bites
Ghost Bites (Anglo American Platinum | Anglo American | Ascendis | Capitec | Kumba Iron Ore | Orion Minerals | Sasol | Trustco)
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Amplats: refined production is flat, but on track...
