Tag:
Castleview
Ghost Bites
Ghost Bites (Bytes Technology | Castleview | Goldrush | KAP – Sasol | Sun International)
Bytes Technology shed nearly a third of its value based on the AGM update. Sun International walks away from the Peermont deal. KAP is fighting with Sasol over ethylene supply. Goldrush responds to the noise around the National Lottery Licence. Castleview raises R200m.
Ghost Bites
Ghost Bites (Absa | Crookes | Lesaka | PBT | Reinet | Remgro – eMedia | RMB Holdings | SA Corporate Real Estate |...
Absa's trading update reflects a much lower credit loss ratio. Lesaka is buying Bank Zero. Crookes and Sea Harvest gave us agri updates. Remgro is unbundling its eMedia exposure. Reinet might sell Pension Insurance Corp. RMB Holdings has a tough story to sell. SA Corporate Real Estate's update has fascinating read-through for grocery retail.
Ghost Bites
Ghost Bites (Capital Appreciation | Gemfields | MAS | Master Drilling | Vunani)
Capital Appreciation enjoyed a much better financial year. Gemfields has good news from Mozambique. MAS released the notice of the EGM. Master Drilling is increasing its stake in A&R. Vunani's results are poor.
Ghost Bites
Ghost Bites (Bell Equipment | British American Tobacco | Hudaco | Momentum)
Bell Equipment's AGM update is interesting, as is Momentum's capital markets day. British American Tobacco is ahead of expectations this year. Hudaco announced a bolt-on acquisition.
Ghost Bites
GHOST BITES (Castleview – SA Corporate Real Estate | Remgro | Schroder European Real Estate)
Remgro's capital markets day proved that you should find someone who looks at you the way Remgro looks at dividends. Castleview bought more of SA Corporate Real Estate. In other property news, Schroder's valuation dropped again.
Ghost Bites
Ghost Bites (Attacq + Hyprop | Aveng | Brait | CA Sales Holdings | Castleview + Emira | Gold Fields | Italtile | Merafe...
Sasol has thrown the kitchen sink at the latest earnings. Renergen is finally producing helium. Italtile has some green shoots. Tough times at Super Group. CA Sales is doing well. Look out for Attacq, Hyprop, Aveng, Brait, Castleview, Emira, Gold Fields, Merafe and Montauk as well.
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 (Castleview | Copper 360 | Hudaco | Huge Group | Hyprop | Lewis | Lighthouse | Mahube | Purple Group | Reinet...
On another busy day of news, we saw Lewis and Spar as the important retail stores, with Purple Group announced results as well. There were numerous other updates as well, including an acquisition by Hudaco.
