Tag:

Copper 360

Ghost Bites (Copper 360 | Pick n Pay | Quilter | Sappi)

Pick n Pay's grocery business is showing some positive signs. Quilter's distribution model shines through. Sappi's fourth quarter outlook gave speculators something to latch onto. Copper 360 pulls a rabbit out of the hat with Neal Froneman.

Ghost Bites (Kumba Iron Ore | Nedbank | Reinet | Sasol)

Kumba is a victim of the rand (and several other things). A big step forward for Nedbank in East Africa. Reinet's underperformance vs. British American Tobacco is incredible to witness. Sasol's business performance metrics for FY26 look encouraging.

Ghost Bites (Alphamin | Brait | Tharisa)

Alphamin continues to ride the tin wave. Brait, while promising a value unlock, is executing a rights offer to put more money into Virgin Active. Tharisa's production metrics and projects are on track.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies.

Ghost Bites (Remgro | South32)

South32 is getting out of the aluminium sector - and the market really likes the deal. Remgro has concluded the Mediclinic restructure.

Ghost Bites (Alexforbes | Master Drilling | MC Mining | Novus | Trematon)

Alexforbes posts single-digit growth. Master Drilling has declared a dividend based on recent trading conditions. MC Mining is raising debt from two shareholders. Novus has a small earnings decline. Trematon found a buyer for Generation Education.

Ghost Bites (Jubilee Metals | Old Mutual | Wesizwe Platinum)

Old Mutual has some bright spots, but is still a sideways story overall. Jubilee Metals is successfully through its maintenance shutdown. Wesizwe Platinum's Bakubung Minerals will shed nearly 500 jobs.

Ghost Bites (Copper 360 | Merafe | Momentum | Pan African Resources | Sirius Real Estate | Tiger Brands)

Tiger Brands put in an exceptional margin performance. Sirius Real Estate had a busy period of deals. Pan African Resources had a record year of cash flow, but the market hated the guidance. Momentum is still living up to its name. NERSA has thrown Merafe a lifeline. Copper 360 finds no love in the market.