Tag:
Africa Bitcoin Corporation
Ghost Bites
Ghost Bites (Anglo American | Growthpoint | Nedbank | Optasia | Primary Health Properties | Schroder European Real Estate)
Growthpoint wants quality, not quantity. Nedbank's performance looks decent. Anglo American has unlocked important copper synergies. Optasia, Primary Health Properties and Schroder European Real Estate delivered important corporate updates.
Ghost Bites
Ghost Bites (Afrimat | Fortress Real Estate | MTN | SPAR)
MTN sets out Ambition 30 at its Capital Markets Day. SPAR is fighting for dear life, with the latest numbers showing just how tough it is. Fortress Real Estate is ticking over nicely. Afrimat is disposing of some quarries and concrete plants.
Ghost Bites
Ghost Bites (Jubilee Metals | Old Mutual | Wesizwe Platinum)
Old Mutual has some bright spots, but is still a sideways story overall. Jubilee Metals is successfully through its maintenance shutdown. Wesizwe Platinum's Bakubung Minerals will shed nearly 500 jobs.
Ghost Bites
Ghost Bites (Adcorp | Lewis | Life Healthcare | Sappi | Sirius Real Estate | Trematon)
Lewis is one of South Africa's best businesses. Sirius Real Estate is buying another property in Germany. Adcorp and Life Healthcare need to find more growth. Sappi just about needs a miracle. Trematon shows how hard it is to make money from schools.
Ghost Bites
Ghost Bites (4Sight | Emira Property Fund | ISA Holdings | Reinet | Sygnia | Telkom)
In the tech sector, 4Sight and ISA Holdings waved the flag for the small caps. Sygnia had an excellent period and Telkom shareholders are also celebrating. Reinet is the definition of a fortress balance sheet. It's a slow and steady story at Emira Property Fund.
Ghost Bites
Ghost Bites (Coronation | Datatec | eMedia | Frontier Transport | HCI | Pepkor | Santova | Stefanutti Stocks | Tsogo Sun | Zeda)
On another ultra busy day of earnings, we saw a positive update from HCI despite pressure in other names in the stable (eMedia / Frontier Transport / Tsogo Sun). Pepkor is my pick in the clothing sector and Zeda is working out well for me. Coronation, Datatec, Santova and Stefanutti Stocks all joined the fray.
Ghost Bites
Ghost Bites (Africa Bitcoin Corporation | Balwin | Mantengu | Southern Sun | Vukile Property Fund)
Balwin is set to go private thanks to the PIC. Southern Sun achieved excellent growth. Vukile Property Fund easily raised the funds for the Italian expansion. Africa Bitcoin Corporation's best business is ACOF. Mantengu is mulling over a reverse takeover.
Ghost Bites
Ghost Bites (Anglo American | Astral Foods | Calgro M3 | enX | Famous Brands | Harmony Gold | Nutun | Pick n Pay...
An enormous day of news saw 12 major corporate updates across multiple sectors, all covered in detail in Ghost Bites alongside the smaller Nibbles.
