Posts Tagged: African Dawn Capital
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Ghost Bites (Castleview | Copper 360 | Hudaco | Huge Group | Hyprop | Lewis | Lighthouse | Mahube | Purple Group | Reinet | Resilient | Salungano | Spar)
On another busy day of news, we saw Lewis and Spar as the important retail stores, with Purple Group announced results as well. There were numerous other updates as well, including an acquisition by Hudaco.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (AYO | Clientele | Delta Property Fund | Grindrod Shipping | Netcare | Old Mutual | Salungano | Spar | Woolworths)
Woolworths was the biggest story of the day with a trading update for the financial year. Spar has new management and Netcare needs need management. Clientele is looking at an acquisition. All this and more in Ghost Bites.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Anglo American | AVI | Brikor | Mondi | Montauk | Remgro | Salungano | Texton)
Diamonds, fish, bricks and coal – there’s a bit of everything in Ghost Bites today. The biggest story was probably Mondi’s partial exit of Russia, but keep a close eye on what’s going on at Salungano.
Ghost Bites (Fairvest | Mahube | PBT | Santam)
Fairvest released its first results since the Arrowhead merger. Mahube Infrastructure achieved modest growth in NAV. PBT Group’s margin hasn’t escaped inflationary pressures. Santam issued a 10-month trading update.
Ghost Bites (Clicks | Coronation | Gemfields | Santova | Sasol)
Clicks rallies 5% based on annual results. Coronation’s AUM drops further and earnings are down. A worst nightmare situation at Gemfields is possible. Santova is still growing and is worth over R1 billion. Sasol suffers a bloody nose.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
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 45 (22)
The release of the PSG circular was the most important news on Friday. We also saw deal updates from Capital & Counties and Vivo Energy. If you’re a BHP shareholder, there are fresh legal worries.
