Posts Tagged: ArcelorMittal
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 (Bell | Discovery | Gemfields | Grand Parade Investments | Investec | MC Mining | Renergen | Schroder Real Estate | Sibanye | South32 | South Ocean | Telkom | Transaction Capital | Workforce)
Discovery and Investec were the big numbers of the day. Renergen raised more capital. Look out for Grand Parade, MC Mining, Schroder, Sibanye, South32, South Ocean and Workforce as well.
Ghost Wrap #62 (Sasol | ArcelorMittal | Sappi | Curro | British American Tobacco)
This Ghost Wrap podcast covers three cyclical stocks (Sasol / ArcelorMittal / Sappi) before moving into Curro’s growth challenges and British American Tobacco’s business model.
Ghost Bites (Anglo American | Amplats | ArcelorMittal | British American Tobacco | Curro | Implats | KAL Group | Kumba | Mondi | MultiChoice)
Anglo American and its subsidiaries released production updates. Other industrials players like ArcelorMittal and Mondi featured, as did British American Tobacco and KAL Group. Look out for Curro and MultiChoice as well.
Ghost Bites (ArcelorMittal | Gemfields | MAS | Truworths | York Timber)
ArcelorMittal’s profits were smashed. Truworths can be thankful for the UK business. York TImber is acquiring farms from Sappi. MAS released detailed balance sheet thinking. Gemfields sounds bullish.
Ghost Bites (ArcelorMittal | Attacq | Bidvest | Delta Property | Impala Platinum | Nampak | RH Bophelo | Stefanutti Stocks | Vodacom – Remgro fibre)
This was a day of mostly bad news, not least of all the tragedy at Impala Platinum. There are job losses at ArcelorMittal, disappointing numbers at Bidvest and shocking losses at Nampak.
Ghost Wrap #35 (Woolworths | Shoprite | Liberty Two Degrees | Spur | AVI | British American Tobacco | Anglo American | ArcelorMittal)
Ghost Wrap is your weekly update of the most interesting stories on the JSE, brought to you by Mazars. I cover eight companies in as many minutes!
Ghost Wrap #34 (Richemont | ArcelorMittal | Pick n Pay | Truworths | Mr Price | Super Group | Northam Platinum | Vodacom)
There was a bearish tone to many of the updates over the past week, particularly in businesses that are heavily impacted by load shedding. This includes retailers and industrial groups.
Ghost Bites (ArcelorMittal | Coronation | Kore Potash | Indluplace | Sebata | Tsogo Sun)
ArcelorMittal got smoked on the market on Tuesday. Coronation updated the market on AUM, Kore Potash on the Kola project, Indluplace on its distribution, Sebata on earnings and Tsogo Sun on an odd-lot offer.
Ghost Bites (Advanced Health | AYO | Cashbuild | EOH | Glencore | Hammerson | Industrials REIT | Investec Property Fund | Pick n Pay | Sirius)
Glencore makes a cheeky bid for a Canadian giant. Industrials REIT gets a big offer. Pick n Pay is struggling. EOH has a sustainable balance sheet. These, and many more updates in Ghost Bites.
Ghost Bites (ArcelorMittal | British American Tobacco | Emira | Kaap Agri | Spur | Steinhoff)
ArcelorMittal releases annual results. British American Tobacco is still a cash cow. Emira’s earnings are up. Kaap Agri posts a terrific quarter. Spur is up strongly. Steinhoff tanks further.
