Thursday, June 12, 2025
Tag:

Altvest

Ghost Bites (Altvest | AngloGold Ashanti | Bell Equipment | Hyprop | Momentum | Raubex | Sabvest | Sirius Real Estate | Sygnia |...

Hyprop raised over R800m in cash. Sabvest is investing in pets. Raubex found no substance to whistleblower allegations and released results. We also saw numbers from Altvest, Bell Equipment, Momentum, Sirius Real Estate and Telkom. AngloGold is selling a mine.

Ghost Bites (Adcorp | AME | AYO | Delta | Deneb | eMedia | Frontier Transport | HCI | Lewis | Old Mutual...

Lewis released incredible numbers and Adcorp looks stronger too. Spar is mostly retreating from Europe. The HCI stable (including Deneb, eMedia, Frontier and mothership HCI) released updates. Look out for AME, AYO, Delta Property, Old Mutual and Sea Harvest as well.

Ghost Bites (Altvest | Bidcorp | British American Tobacco | Coronation | Datatec | Harmony | Insimbi Industrial | Novus | Pepkor | Reinet...

Harmony announced a major copper acquisition. British American Tobacco is selling more of its stake in ITC in India. Pepkor's results look great, as do Bidcorp and Datatec. Altvest, Coronation, Insimbi Industrial, Novus, Reinet, Stefanutti Stocks and Zeda added to a busy day.

GHOST BITES (AECI | Altvest | Merafe | MTN | Northam Platinum | Primary Health Properties | Sabvest | Safari Investments | Thungela)

Merafe, MTN, Northam Platinum, Primary Health Properties, Sabvest, Safari Investments and Thungela all released numbers. AECI announced a B-BBEE deal. Altvest has raised debt capital in ACOF.

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 (Dis-Chem | Sibanye-Stillwater)

Dis-Chem's wholesale strategy is working beautifully. SIbanye-Stillwater has become increasingly reliant on gold rather than other parts of the group.

GHOST BITES (Impala Platinum | Santam)

Impala Platinum's earnings have nosedived. Santam had already enjoyed a strong interim period and it looks like things got even better in the second half of the year.

GHOST BITES (AECI | Growthpoint | HCI | Nampak | Pick n Pay | Sanlam – Santam – MultiChoice | Spar | Tharisa |...

AECI, Growthpoint, HCI, Nampak, Spar, Tharisa, Transaction Capital and Trematon all released numbers to the market. Pick n Pay has confirmed the completion of its recapitalisation plan. Sanlam is partnering with Santam on the MultiChoice insurance deal.
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