Posts Tagged: De Beers
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Ghost Bites (Anglo American (De Beers) | Insimbi | Orion | TeleMasters)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Anglo American has a slight uptick in diamond sales at De Beers (JSE: AGL) But caution is still
Ghost Wrap #53 (Bell Equipment | MTN | AVI | Truworths | De Beers)
In this episode of Ghost Wrap, you need just a few minutes to get the latest on Bell Equipment, MTN, AVI, Truworths and De Beers.
Ghost Bites (Alexander Forbes – OUTsurance | Argent Industrial | AVI | De Beers (Anglo) | Investec | Lesaka Technologies | MiX Telematics)
Alexander Forbes is buying OUTvest. De Beers sales are plummeting. Look out for results from Argent Industrial, AVI and MiX Telematics, as well as upgraded earnings guidance from Investec.
Ghost Wrap #49 (Famous Brands vs. Spur | Sibanye-Stillwater | De Beers | Mondi | Life Healthcare | Datatec | Fortress)
With updates across the consumer, mining, healthcare, paper, technology and property sectors, Ghost Wrap is your most efficient way to get the latest news. This podcast is brought to you by Mazars.
Ghost Bites (De Beers – Anglo American | Datatec | Fortress | Kibo Energy | Life Healthcare | Newpark)
Fortress has a solution for the dual-class structure. Life Healthcare announced a deal for AMG. I stand by my view on lab-grown diamonds. Datatec is doing well. Look out for Kibo Energy and Newpark as well.
Ghost Bites (Advanced Health | AECI | Altron | AVI | British American Tobacco | De Beers (Anglo) | Labat | Naspers + Prosus | RAC)
Important numbers were released by the likes of AECI, Altron, AVI and British American Tobacco. Naspers released the cross-holding circular. Is De Beers suffering from lab-grown diamonds.
Ghost Bites (De Beers | Dipula | enX | NEPI Rockcastle | Ninety One | Santova | Telkom | Tsogo Sun Gaming)
Is De Beers the canary in the luxury coal mine? Telkom is falling apart. Dipula, enX, NEPI Rockcastle, Ninety One, Santova and Tsogo Sun Gaming all reported numbers.
Ghost Bites (Brikor | De Beers | Stor-Age)
The mandatory offer for Brikor can’t be far away. De Beers sales are in line with expectations. Stor-Age is doing clever deals in the UK that bring a capital-light element to the model.
