Tag:

Argent Industrial

Ghost Bites Mining and Metals (AngloGold | Hulamin | Impala Platinum | MC Mining | Orion Minerals)

In this mining and metals themed update, we find news from miners big and small. Giants AngloGold and Impala Platinum released important numbers. MC Mining and Orion Minerals are making great progress. Aluminium player Hulamin needs to learn how trading statements work.

Aspen’s fat profits from thinner people; Prosus exits Delivery Hero

This episode of the Ghost Bites podcast on YouTube and Apple Podcasts / Spotify features Argent Industrial, Aspen, Coronation, Ninety One, Prosus, South32 - and a dog in a superhero cape!

Ghost Bites (Argent Industrial | Balwin | Capitalworks | Mantengu | Ninety One | Valterra Platinum)

Argent Industrial lands another offshore acquisition. Balwin's take-private circular is out in the wild. Capitalworks has almost fully exited its stake in Premier. Mantengu has agreed terms for the Blue Ridge Platinum disposal. Ninety One has shown strong growth in AUM. Valterra Platinum's numbers look incredible at first blush, but be careful.

Ghost Bites (ACOF | Argent Industrial | Fortress Real Estate | Goldrush | Invicta | Lighthouse Properties | Naspers/Prosus | SA Corporate Real Estate)

Prosus is generating much better free cash flow outside of Tencent. Fortress Real Estate is raising capital. Important numbers came in from Argent Industrial, Goldrush, Invicta, Lighthouse Properties and SA Corporate Real Estate. ACOF is also showing promising signs.

Ghost Bites (Libstar | Mr Price | Old Mutual | Primary Health Properties | SPAR | STADIO | Woolworths)

Libstar is doing much better than before. In related sector news, Woolworths is acquiring in2food from Old Mutual Private Equity. Separately, Old Mutual released results for 2025. Mr Price is still trying to convince the market that NKD is a good deal. STADIO is growing beautifully. SPAR has launched a voluntary severance programme. Primary Health Properties released results.

Ghost Bites (Mahube Infrastructure | MC Mining | MTN Uganda | Remgro | SA Corporate Real Estate | Texton | York Timber)

Mahube Infrastructure has released the offer circular - and the price is below the fair value range. MTN Uganda keeps doing well. Remgro's trading statement is encouraging. Other updates came in from MC Mining, SA Corporate Real Estate, Texton and York Timber.

Ghost Bites (Anglo American | ArcelorMittal | Boxer | Glencore | Hudaco | KAL | Kumba | Lesaka | MTN | Prosus – Naspers...

Glencore has walked away from Rio Tinto discussions. MTN and Super Group are busy with acquisitions. Anglo American, Kumba Iron Ore and Valterra Platinum gave production updates. Sasol is suffering with weak oil prices. ArcelorMittal is just suffering with everything. Prosus released a shareholder letter. Lesaka Technologies reported its first positive net income. Boxer, Hudaco and KAL also gave important trading updates.

Ghost Bites (Datatec | Glencore | Harmony Gold | Hyprop | Impala Platinum | Mpact | The Foschini Group | RCL Foods | Southern...

The Foschini Group released an ugly set of numbers, while Hyprop confirmed an important retail trend. Southern Sun has locked in a great deal. There are mining updates from Glencore, Harmony Gold and Impala Platinum. 377 jobs are on the line at Mpact. At RCL Foods, the sugar industry is hurting them. Super Group is on the wrong end of the UK automotive sector. Zeder is finally selling Zaad. Datatec announced a bolt-on acquisition.