Tag:
Fortress Real Estate
Ghost Bites
Ghost Bites (Fortress Real Estate | Karooooo | Quantum Foods | Renergen – ASP Isotopes | Southern Palladium)
Renergen released the ASP Isotopes deal circular. There's an interesting move on the Quantum Foods share register. Zak Calisto is monetising R1.35bn of his Karooooo stake. Southern Palladium raised A$8 million. Fortress gave details on the Polish development pipeline.
Ghost Bites
GHOST BITES (iOCO | Kore Potash | Renergen)
iOCO (previously EOH) has made strong progress in its margins. Kore Potash has suffered a wobbly with funding plans, but hopefully only a small one. Renergen released a quarterly update.
Ghost Bites
GHOST BITES (Assura – Primary Health Properties | AVI | Merafe | Mpact | Sun International | Texton)
AVI remains the operating leverage champion. Sun International had a great end to 2024. Mpact's Plastics business had an ugly year and so did Merafe. Texton is sitting on quite a cash pile. Suitors are circling Assura - including Primary Health Properties.
Ghost Bites
GHOST BITES (British American Tobacco | CA Sales | Finbond | NEPI Rockcastle | Reinet | Renergen | Santova | Sibanye | Standard Bank)
CA Sales, NEPI and possibly Finbond have been busy with corporate actions. British American Tobacco might be done with Canadian litigation. Reinet, Renergen, Santova and Standard Bank released numbers. Sibanye's bad luck continues.
Ghost Bites
GHOST BITES (AngloGold | British American Tobacco | Bytes | Karooooo | Tsogo Sun – HCI)
AngloGold's acquisition of Centamin is making progress. Bytes and Karooooo are growing strongly. British American Tobacco is having an investor day. Tsogo buys a property from HCI.
Ghost Bites
Ghost Bites (Blue Label | Dipula | Equites | Fortress | Impala Platinum | Libstar | Metrofile | Pick n Pay | Sanlam |...
Dipula, Equites and Fortress gave us an interesting property day, with Sanlam and Santam on the insurance side as well. Libstar, Metrofile, Impala Platinum, Pick n Pay and South32 all released important updates, as did Blue Label.
Ghost Bites
Ghost Bites (Alphamin | Astral Foods | BHP | Kore Potash | Raubex)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Alphamin releases detailed results (JSE: APH)
The catch-up quarter...
Ghost Bites
Ghost Bites (AH-Vest | Sirius Real Estate)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
AH-Vest is profitable, although the share price suggests...
