Tag:
Alphamin
Ghost Bites
GHOST BITES (4Sight | Alphamin | Assura | Dipula Properties | enX | Europa Metals)
4Sight has done a clever B-BBEE deal. Dipula Properties achieved modest growth. enX misses loadshedding. Alphamin's detailed Q1 financials are available. Europa Metals looks set to be wound up.
Ghost Bites
GHOST BITES (Balwin | Boxer | Calgro M3 | Lewis | Metair | MTN | Redefine | Santova | South32 | Tiger Brands)
Lewis is shooting the lights out and
Tiger Brands is also doing well. MTN is enjoying Africa again. Balwin had a strong second half, while demand at Calgro M3 has faltered. Boxer's results are complicated. Redefine is struggling to find much growth. Look out for Metair, Santova and South32 as well.
Ghost Bites
GHOST BITES (Alphamin | BHP | Merafe | Ninety One | Sasol | South32 | Zeder)
Security issues in the DRC ruined Alphamin's quarter (JSE: APH)
As expected, annual guidance has been reduced
Alphamin has released its production and operational update for...
Ghost Bites
GHOST BITES (Alphamin | Assura – Primary Health Properties | Jubilee | Purple Group)
Purple Group's growth flywheel is spinning. Alphamin is back up and running at the Bisie tin mine. Assura has rejected the Primary Health Properties deal and gone with the all-cash offer from KKR/Stonepeak.
Ghost Bites
GHOST BITES (ADvTECH | Alphamin | Exxaro | Hyprop | Montauk Renewables | Standard Bank)
ADvTECH is having no issue with enrolments. Alphamin had to temporarily cease Bisie tin mine operations due to security concerns. Exxaro, Hyprop, Montauk Renewables and Standard Bank released numbers.
Ghost Bites
GHOST BITES (Anglo American | Assura | BHP | DRDGOLD | Kumba Iron Ore)
Anglo American has a buyer for its nickel business. BHP's payout ratio has dropped considerably. DRDGOLD loved the recent gold price. Kumba is doing the best they can. Assura has rejected potential bidders.
Ghost Bites
GHOST BITES (Alphamin | Merafe | Ninety One)
EBITDA more than doubled at Alphamin (JSE: APH)
This is what happens when mining groups deliver on promises
Alphamin has been an interesting growth story. The...
Ghost Bites
GHOST BITES (FirstRand | MTN Rwanda | Nampak | Novus | Pepkor)
FirstRand's motor finance business in the UK has adapted to legal findings. MTN Rwanda is struggling. Nampak announced an asset disposal. Novus' interim earnings got a boost from timing differences, plus they've announced acquisitions. Pepkor's growth looks reasonable.
