Wednesday, December 3, 2025
Tag:

City Lodge

Ghost Bites (Accelerate Property Fund | Deneb | eMedia | Frontier Transport | Growthpoint | HCI | KAL | Life Healthcare | Nampak |...

A huge day of news saw the HCI stable (including Deneb, eMedia, Frontier Transport and Tsogo Sun) release results. Growthpoint released a quarterly update. Nampak is a great turnaround story, while Accelerate Property Fund is also coming right. Numbers came in from KAL, Life Healthcare and Novus as well, while Sirius Real Estate announced another acquisition.

Ghost Bites (Argent Industrial | City Lodge | Crookes Brothers | Delta Property | Kore Potash | Investec | Lewis | Mr Price |...

A busy day of news saw retail updates from Lewis and Mr Price, along with City Lodge and Netcare as strong growth stories. Investec is finding it harder to grow at the moment. Reunert has strong momentum, while Argent Industrial and Delta Property also have positive stories. Crookes Brothers shows how hard agri really is. Kore Potash and Supermarket Income REIT announced important corporate deals.

Ghost Bites (Deneb | Discovery | Equites Property Fund | Hammerson | Pick n Pay)

Pick n Pay might be improving, but they are still loss-making. Discovery has lofty medium-term targets. Equites Property Fund remains bullish on SA vs. UK. Hammerson is enjoying strong support in the debt markets. Deneb is acquiring 80% in Dawning Filters.

Ghost Bites (Alphamin | Anglo American | Ethos Capital – Optasia | FirstRand)

Optasia will be listing on the JSE, bringing us a new fintech name to consider - but to what extent will Ethos Capital exit? Anglo American's future dance partner Teck Resources has suffered a wobbly. Alphamin released much better numbers. FirstRand's fight in the UK isn't over yet.

Ghost Bites (City Lodge | Discovery | FirstRand | Lesaka Technologies | Mantengu)

FirstRand remains an excellent business. The market didn't enjoy the Discovery numbers. City Lodge is showing signs of life. Lesaka Technologies is growing solidly. Mantengu announced a new acquisition.

GHOST BITES (AngloGold | Aveng | City Lodge | Discovery | Gemfields | Glencore | Metrofile | Mpact | Sibanye-Stillwater | Transpaco | Vodacom...

Another busy day of mining news saw AngloGold with exceptional results, with Glencore and Sibanye also adding to the mix. Discovery had a strong story to tell. Gemfields has good news for shareholders. Other updates included Aveng, City Lodge, Metrofile, Mpact, Transpaco, Vodacom, Vunani and WBHO.

GHOST BITES (ADvTECH | City Lodge | Crookes Brothers | Investec | Lewis | Mr Price | Purple | Reunert | Southern Sun |...

ADvTECH is expanding into Ethiopia. City Lodge, Crookes Brothers, Investec, Lewis, Mr Price, Purple, Reunert, Southern Sun and Spar all came out with numbers on a busy day for earnings.

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.
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