Tag:
Boxer
Ghost Bites
Ghost Bites (Boxer | Greencoat | Kumba Iron Ore | Shaftesbury)
Boxer's performance has accelerated despite negative food inflation. Kumba Iron Ore's self-help strategies are paying off. Shaftesbury is partying it up in London's West End. Greencoat wishes there was more wind.
Ghost Bites
Ghost Bites (Greencoat Renewables | Hammerson | Mahube Infrastructure | MultiChoice | Reunert | RFG | Sanlam – Tyme | Spear REIT | Southern...
MultiChoice's Canal+ deal gets the nod from the Competition Commission. Sanlam is doing a personal loans deal with Tyme. Spear REIT announced an acquisition. Hammerson is feeling bullish. Look out for Mahube Infrastructure, Reunert, RFG and Southern Sun as well. Greencoat Renewables is coming to the JSE.
Ghost Bites
GHOST BITES (4Sight | Alphamin | Assura | Dipula Properties | enX | Europa Metals)
4Sight has done a clever B-BBEE deal. Dipula Properties achieved modest growth. enX misses loadshedding. Alphamin's detailed Q1 financials are available. Europa Metals looks set to be wound up.
Ghost Bites
GHOST BITES (Balwin | Boxer | Calgro M3 | Lewis | Metair | MTN | Redefine | Santova | South32 | Tiger Brands)
Lewis is shooting the lights out and
Tiger Brands is also doing well. MTN is enjoying Africa again. Balwin had a strong second half, while demand at Calgro M3 has faltered. Boxer's results are complicated. Redefine is struggling to find much growth. Look out for Metair, Santova and South32 as well.
Ghost Bites
GHOST BITES (Bowler Metcalf | Boxer | MultiChoice | Sirius Real Estate | Pick n Pay)
Boxer is performing well and Pick n Pay is improving. Canal+ has found a potentially suitable structure for MultiChoice SA. Bowler Metcalf's results were decent, but not as exciting as they first appear to be. Sirius Real Estate bought another property.
Ghost Bites
GHOST BITES (African Rainbow Capital | Boxer – Pick n Pay | Labat Africa | Nedbank | Renergen | Sabvest | South32 | Thungela)
African Rainbow Capital released a portfolio update. Nedbank and Thungela gave important pre-close updates. There's also news from Boxer, Renergen, Sabvest, South32 and Labat Africa
Ghost Bites
GHOST BITES (Capital Appreciation | Exxaro | Fortress | Lighthouse)
Capital Appreciation's software division is a headache. Exxaro is having a tough year. Life-after-REIT looks great for Fortress. Lighthouse is finding things more competitive than before in Iberia.
Ghost Bites
GHOST BITES (Alexander Forbes | Aveng | Nampak | Naspers – Prosus | Standard Bank | Transaction Capital)
Alexander Forbes, Nampak, Naspers-Prosus and Standard Bank all released important numbers. Aveng has sold its stake in a property portfolio. Transaction Capital is still trying to finalise the Road Cover deal.
