Tag:
Copper 360
Ghost Bites
Ghost Bites (Blu Label | DRDGOLD | Exxaro | KAP | NEPI Rockcastle | Resilient REIT | STADIO)
Important numbers came out from Blu Label Unlimited, DRDGOLD, Exxaro, KAP, Resilient REIT and STADIO. NEPI Rockcastle is branching out of Eastern Europe and heading to Spain.
Ghost Bites
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
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
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.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Bites
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
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
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.

