Posts Tagged: DRDGOLD
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
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Balwin | Burstone | CA Sales Holdings | Datatec | Metair | Momentum | Old Mutual | PPC | SA Corporate | Sasfin | Sirius)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Balwin is really struggling in this environment (JSE: BWN) Apartment sales have plummeted This isn’t a good time
Ghost Bites (DRDGOLD | Pan African Resources | Universal Partners)
DRDGOLD and Pan African Resources delivered gold sector updates, with very different underlying production narratives. Universal Partners has a unique portfolio that is always fun to read about.
Ghost Bites (Bowler Metcalf | DRDGOLD | Lesaka | MTN | MultiChoice)
There’s M&A news of very different kinds at Lesaka, MTN and MultiChoice. DRDGOLD’s earnings growth is modest, unlike at Bowler Metcalf with great operating leverage.
Ghost Bites (Bytes | DRDGOLD | Grindrod Shipping | Life Healthcare | Sibanye-Stillwater | Super Group)
Bytes is growing so strongly. Life Healthcare has dubious economics. DRDGOLD’s operational update is interesting. Sibanye is in more trouble. The debt market loves Super Group.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Wrap #41 (Spur | Adcock Ingram | Bidvest | Bidcorp | NEPI Rockcastle | DRDGOLD | Harmony Gold | BHP | Sasol)
There’s a positive undertone to this episode, with decent results from Adcock Ingram and really strong numbers from Spur, Bidvest, Bidcorp and NEPI Rockcastle. The mining houses can’t say the same.
Ghost Bites (Accelerate | Adcock Ingram | Bidcorp | DRDGOLD | Harmony Gold | RCL Foods | Rebosis | RMB Holdings | Sasol)
It was a good day for gold miners and companies like Bidcorp and Adcock Ingram with solid numbers. RCL Foods cannot say the same. Look out for results from Sasol as well. Accelerate Property Fund, Rebosis and RMB Holdings all announced disposals.
Ghost Bites (Aveng | Alphamin | DRDGOLD | Exxaro | Gold Fields | Master Drilling | Oceana | Sabvest | Standard Bank)
Standard Bank was arguably the biggest story of the day with very high earnings growth. There were several mining updates (Alphamin, DRDGOLD, Exxaro, Gold Fields and Master Drilling), with Aveng, Oceana and Sabvest also in the mix.
Ghost Bites (enX | MTN | Octodec | RFG Holdings | Sappi | Trematon)
Times are tough at MTN and at Sappi. RFG Holdings is doing nicely, Octodec is on the up ad Tramaton is flat if you read carefully. There’s an unexciting mandatory offer at enX.
