Tag:

ASP Isotopes

Ghost Bites (ASP Isotopes | RCL Foods | SPAR | Thungela)

ASP Isotopes' quarterly results show how early the company is on its journey. HEPS falls sharply at RCL Foods. Another blow for SPAR as the chairman and deputy chair step down. Thungela banked excellent profit growth in H1.

Ghost Bites (Copper 360 | Pick n Pay | Quilter | Sappi)

Pick n Pay's grocery business is showing some positive signs. Quilter's distribution model shines through. Sappi's fourth quarter outlook gave speculators something to latch onto. Copper 360 pulls a rabbit out of the hat with Neal Froneman.

Ghost Bites (ASP Isotopes | Glencore | Sasol | Sabvest | Super Group)

Sasol's earnings tripled sequentially in H2. Glencore made a killing in the six months to June. Sabvest has kept on delivering, while Super Group has lived up to its name. ASP Isotopes is in full storytelling mode, with all eyes on helium.

Another Bumper Ghost Bites Edition (Boxer | Canal+ | Kumba Iron Ore | Merafe | Mpact | Vodacom)

In this bumper edition of Ghost Bites, you'll get updates from Boxer and Canal+ as two different consumer-focused companies. Kumba Iron Ore, Merafe and Mpact bring us numbers from the "real economy". Vodacom is having a grand old time in Egypt.

Ghost Bites (Kumba Iron Ore | Nedbank | Reinet | Sasol)

Kumba is a victim of the rand (and several other things). A big step forward for Nedbank in East Africa. Reinet's underperformance vs. British American Tobacco is incredible to witness. Sasol's business performance metrics for FY26 look encouraging.

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 (ArcelorMittal | ASP Isotopes | BHP | Coronation | iOCO | Karooooo | Prosus | Supermarket Income REIT)

Will the IDC swoop in and save ArcelorMittal? Significant dilution for shareholders in ASP Isotopes. BHP signs off on a successful year, boosted by copper prices. Coronation has given an update on its assets under management. iOCO has announced a small acquisition in the ERP space. Karooooo's recent bad press in Cartrack hasn't taken the shine off the numbers. Prosus will be paid over R40 billion for the remaining stake in Delivery Hero. Supermarket Income REIT raised the £100 million they wanted.

Weekly corporate finance activity by SA exchange-listed companies

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