Tag:
Capitec
Ghost Bites
Ghost Bites (FirstRand | KAP | Kore Potash | Premier | Southern Palladium | Telkom)
Telkom and Premier released excellent numbers, while KAP got a well-deserved klap from the market. Kore Potash has finally got a funding proposal on the table, but it doesn't come cheap. Southern Palladium is raising money. FirstRand's HSBC deal is a step closer to completion.
Ghost Bites
Ghost Bites (Altvest | Bidcorp | British American Tobacco | Coronation | Datatec | Harmony | Insimbi Industrial | Novus | Pepkor | Reinet...
Harmony announced a major copper acquisition. British American Tobacco is selling more of its stake in ITC in India. Pepkor's results look great, as do Bidcorp and Datatec. Altvest, Coronation, Insimbi Industrial, Novus, Reinet, Stefanutti Stocks and Zeda added to a busy day.
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 (Datatec | DRDGOLD | MTN Uganda)
Datatec had an even better second half in the latest financial year - and that's after strong interims. DRDGOLD's production impacted the latest quarter. MTN Uganda adds to the positive narrative on MTN.
Ghost Wrap
GHOST WRAP – April’s droppers and whoppers
There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop?
This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends. Ghost Wrap is brought to you by Forvis Mazars.
Ghost Bites
GHOST BITES (AngloGold | Brait | CMH | Gemfields | Glencore | Gold Fields | MTN Nigeria | Oceana | Renergen | Supermarket Income...
Glencore's trading update was punished by the market., while Brait's was rewarded Things look much better at MTN Nigeria. AngloGold and Gold Fields released news on deals. CMH, Gemfields, Oceana, Renergen and Supermarket Income REIT also had important updates.
Ghost Bites
GHOST BITES (4Sight | Afrimat | Barloworld | Capitec | Emira Property Fund | Quilter)
Capitec's results are exceptional. The PIC is accepting the Barloworld offer. Afrimat had a really tough year. Quilter's net inflows were good enough to offset market moves. 4Sight announced a solid deal. Emira needs a new CEO.
Ghost Bites
GHOST BITES (Bell Equipment | Netcare | Novus | Orion Minerals | MultiChoice | Safari Investments | Telkom)
MultiChoice has rug pulled its B-BBEE investors. Bell Equipment is way off its offer price and earnings are dropping. Telkom and Netcare are both growing. Safari Investments is exiting Namibia. Novus and the TRP aren't friends. Orion released its long-awaited DFS for both major assets.