Tag:
Capital Appreciation Limited
Ghost Bites
GHOST BITES (CMH | Gemfields | HCI | Kore Potash | MTN Ghana | Novus – Mustek | Quantum Foods | Reinet | WeBuyCars)
MTN Ghana is off to a great start this year, with Quantum Foods, WeBuyCars and Kore Potash also delivering positive news. Reinet looks flat this quarter. CMH is facing serious problems. The latest auction results at Gemfields look a bit odd. HCI's latest oil drilling is a disappointment. The TRP got a bloody nose on the Novus - Mustek deal.
Ghost Bites
GHOST BITES (Afrimat | Karooooo | Stor-Age)
Afrimat has completed the integration of Lafarge. Karooooo reported another strong set of numbers, although margins must always be watched. Stor-Age is expanding the Parklands facility.
Ghost Bites
Ghost Bites (African Rainbow Minerals | Calgro | Caxton | City Lodge | Clientele | Momentum)
Momentum released the only really good numbers of the day, with African Rainbow Minerals, Caxton, City Lodge and Clientele facing challenges. There's a sudden change to top management at Calgro.
Ghost Bites
Ghost Bites (DRDGOLD | Pan African Resources | Universal Partners)
DRDGOLD and Pan African Resources delivered gold sector updates, with very different underlying production narratives. Universal Partners has a unique portfolio that is always fun to read about.
Ghost Bites
Ghost Bites (AngloGold | Europa Metals | MTN | Standard Bank)
AngloGold and Standard Bank are examples of companies at completely different places in their respective cycles. Look out for updates from Europa Metals and MTN as well.
Ghost Bites
Ghost Bites (Copper 360 | Murray & Roberts | RCL Foods)
It wasn't a busy day of news, but it was an important one. Copper 360 released encouraging metallurgical results. Murray & Roberts can't get RUC in Australia. RCL Foods got nailed by a sugar levy.
Ghost Bites
Ghost Bites (AngloGold | Cashbuild | DRDGOLD | Emira | Gemfields | Glencore | Gold Fields | Jubilee Metals | Life Healthcare | Murray...
AngloGold, DRDGOLD and Pan African Resources all released updates in the gold sector. Glencore had a terrific year. Life Healthcare shareholders got a nice surprise. Look out for several other company updates as well!
Ghost Bites
Ghost Bites Vol 51 (22)
Ascendis needs to release two circulars for one sale of business. Tongaat Hulett is suspended. Super Group performed strongly this year. Aveng has won a big contract in Tasmania. Of course, there's more!
