Tag:

Anglo American

Ghost Bites – Mining and Industrial Stocks (Anglo American | ArcelorMittal | Gemfields | Mondi)

In this update, we find the latest on De Beers and the other operations inside Anglo American. ArcelorMittal claims to be fundamentally different, but when will the profits come? Gemfields is being carried by emeralds. Mondi has suffered an ugly drop in margins.

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies.

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 (4Sight Holdings | Afrimat | Investec | Nampak | Netcare | Oceana | Pick n Pay | Sanlam | Spear REIT |...

Afrimat is a tale of two terrible halves. Investec wants to double its private banking business. Pick n Pay's group HEPS isn't telling you what is actually happening at Pick n Pay's core business. Updates also came in from 4Sight, Nampak, Netcare, Oceana, Sanlam, Spear REIT and Tharisa.

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.

Ghost Bites (AngloGold | Greencoat Renewables | Pan African Resources | Sea Harvest | The Foschini Group)

AngloGold's free cash flow almost tripled year-on-year, while sector peer Pan African Resources is making progress on its deal in Australia. The Foschini Group's Australian story is becoming meme-worthy, with the group in trouble. Sea Harvest is officially out of Ladismith Cheese. Greencoat Renewables released quarterly numbers.

Ghost Bites (Anglo American | CMH | Kumba Iron Ore | Merafe)

CMH is a great example of how to overcome disruption. Anglo American is a mixed bag, with diamonds going from bad to worse. Kumba Iron Ore is doing well, but remains at the mercy of Transnet. Merafe's smelter operations were negligible in the latest quarter.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies.