Wednesday, July 2, 2025
Tag:

AngloGold

GHOST WRAP – The JSE Winners’ Club in 2025

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?

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 (AngloGold | Brait | CMH | Gemfields | Glencore | Gold Fields | MTN Nigeria | Oceana | Renergen | Supermarket Income...

Glencore's trading update was punished by the market., while Brait's was rewarded Things look much better at MTN Nigeria. AngloGold and Gold Fields released news on deals. CMH, Gemfields, Oceana, Renergen and Supermarket Income REIT also had important updates.

GHOST BITES (AngloGold | Aveng | City Lodge | Discovery | Gemfields | Glencore | Metrofile | Mpact | Sibanye-Stillwater | Transpaco | Vodacom...

Another busy day of mining news saw AngloGold with exceptional results, with Glencore and Sibanye also adding to the mix. Discovery had a strong story to tell. Gemfields has good news for shareholders. Other updates included Aveng, City Lodge, Metrofile, Mpact, Transpaco, Vodacom, Vunani and WBHO.

GHOST BITES (Accelerate | Murray & Roberts | Novus | Remgro)

In a market shocker, Murray & Roberts is suspended from trading and in business rescue. Novus managed solid profits. Mediclinic is boosting Remgro. Accelerate needs to renegotiate the F&G deal.

GHOST BITES (AngloGold | Gold Fields | Grindrod | Lesaka | MultiChoice | Sappi | Truworths)

AngloGold released blockbuster results, but the joint venture with Gold Fields in Ghana remains delayed. Grindrod had to shut the Mozambique ports in the wake of election violence. Lesaka, MultiChoice, Sappi and Truworths all released numbers.

GHOST BITES (Coronation | enX | Salungano | Shoprite | Trematon | Vodacom | Vunani)

Shoprite's sales update was the news of the day, with Coronation, enX, Salungano and Vunani all releasing numbers. The Comp Comm has prohibited the Vodacom fibre deal with Remgro. Trematon released the Aria disposal circular.

GHOST BITES (AngloGold | British American Tobacco | Bytes | Karooooo | Tsogo Sun – HCI)

AngloGold's acquisition of Centamin is making progress. Bytes and Karooooo are growing strongly. British American Tobacco is having an investor day. Tsogo buys a property from HCI.
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