Tag:
Brimstone
Ghost Bites
Ghost Bites (BHP | Brimstone | Master Drilling | Pick n Pay | Redefine | Sasfin | Sea Harvest | Stor-Age | WBHO)
BHP is a great example of mining cycles. Pick n Pay has some green shoots. Stor-Age remains a solid player. Look out for Brimstone, Master Drilling, Redefine, Sea Harvest, WBHO and more.
Ghost Bites
Ghost Bites (AECI | Altron | MTN | Shaftesbury | Woolworths)
Woolworths Food is the only bright spot in the group right now. AECI is hoping for a much better second half. Altron's recovery momentum continues. MTN Nigeria is really hurting. Shaftesbury's valuations ticked higher.
Ghost Bites
Ghost Bites (Castleview | Crookes Brothers | Grindrod | Lighthouse | Marshall Monteagle | Nampak | Nictus | PBT Group | Resilient | SA...
Nampak's continuing operations are profitable. Resilient, Lighthouse, Castleview and SA Corporate gave property updates. PBT Group has some margin pressure. Crookes looks much better. There's news from Grindrod, Marshall Monteagle and Nictus as well, along with loads of Little Bites.
Ghost Bites
Ghost Bites (Balwin | Brikor | Brimstone | 4Sight | ISA Holdings | MC Mining | Pan African Resources | Quantum Foods)
Balwin is chasing growth in KZN. 4Sight and ISA fly the small tech flags. Quantum Foods has improved margins. Brikor, Brimstone, MC Mining and Pan African Resources also released announcements.
Ghost Bites
Ghost Bites (Coronation | Brimstone – Sea Harvest | enX | NEPI Rockcastle | Santova | Stefanutti Stocks | Universal Partners)
Coronation's earnings trajectory is a concern. NEPI Rockcastle is flying and enX is doing pretty well too. Santova is catching the wrong end of the cycle.
Ghost Bites
Ghost Bites (Attacq | CMH | Gold Fields)
Attacq is buying the rest of Mall of Africa. CMH has steady operating profits, but funding costs ruin the party. Gold Fields had a poor quarter.
Ghost Bites
Ghost Bites (Copper 360 | Gemfields | Quilter | RMH | Zeder)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Copper 360 invokes the spirit of Steve Jobs...
Ghost Bites
Ghost Bites (ADvTECH | Brimstone | Murray & Roberts | Mustek | Quilter | Sea Harvest)
Education, construction, financial services, fishing and IT. It's all here in Ghost Bites, with an interesting selection of companies releasing updates.
