Tag:
ASP Isotopes
Ghost Bites
Ghost Bites (DRDGOLD | MC Mining | Pepkor | Shoprite | Vukile)
Pepkor and Shoprite have shown us what success in retail looks like. Vukile is acquiring a property in Spain. DRDGOLD agreed a multi-year wage deal, but it comes at a cost. MC Mining is suspending operations at Uitkomst Colliery to preserve cash.
Ghost Bites
Ghost Bites (ASP Isotopes | Dipula Properties | Exxaro | Glencore | Sibanye-Stillwater | Woolworths)
The Woolworths trading update shows that South Africa is way outperforming Australia (as usual). Dipula Properties is another helpful retail data point. Glencore and Sibanye-Stillwater released important mining updates. Exxaro is finalising its manganese deal. ASP Isotopes is making progress with Renergen's assets.
Ghost Bites
Ghost Bites (AB InBev | Jubilee Metals | HCI | Schroder European Real Estate)
With all the news from the first week of January 2026 included in one Ghost Bites, you'll find deal news at AB InBev, Jubilee Metals and HCI. There's also a valuation update at Schroder European Real Estate.
Ghost Bites
Ghost Bites (AfroCentric | Aspen | Novus – Mustek)
Aspen announced the disposal of Aspen APAC and the market loved it. AfroCentric is disposing of Activo and the market forgot to notice - for now, at least. And for Novus, a purchase of 3,000 shares has turned out to be very expensive in the Mustek deal.
Ghost Bites
Ghost Bites (Anglo American | ASP Isotopes | DRDGOLD | Jubilee Metals | Nedbank | Schroder European Real Estate | South32)
ASP Isotopes will shortly implement the Renergen deal. Nedbank has finished the sale of Ecobank. Anglo American got another regulatory approval for Teck. Schroder European Real Estate has a tenant problem, South32 has an energy problem and DRDGOLD has a mining unions problem! Jubilee Metals looks ahead to a much better FY26 (hopefully).
Ghost Bites
Ghost Bites (CMH | Ethos Capital | HCI | Metair | SA Corporate Real Estate | Stefanutti Stocks | Valterra Platinum)
Metair's luck goes from bad to worse. Ethos Capital and HCI are busy with major deals, while Stefanutti Stocks has closed a disposal. SA Corporate Real Estate grew the distribution ahead of inflation. CMH repurchased over 7% of its shares. Valterra Platinum has an investment grade credit rating.
Ghost Bites
Ghost Bites (Araxi | Equites Property Fund | Exxaro | FirstRand | Merafe | Resilient | Shaftesbury | Sibanye-Stillwater)
Equites raised over R700 million. Sibanye locked in a gold wage deal. Exxaro is running slightly behind guidance. FirstRand's UK hangover continues, but the rest looks good. Resilient expects double-digit growth. Araxi's Software business remains a problem. Merafe is putting two smelters on care and maintenance. Shaftesbury's London West End portfolio is strong.
Ghost Bites
Ghost Bites (Crookes Brothers | Mahube Infrastructure | Mantengu | PBT | Premier – RFG | Quantum Foods)
Quantum Foods had one of its best periods in a decade. Mantengu has a lot to do in the second half of the year. PBT Holdings unlocked strong margin gains. Crookes Brothers is a reminder of how tough agri is, while Mahube Infrastructure proves that renewables aren't easy either.
