Wednesday, October 23, 2024
Tag:

Globe Trade Centre

Ghost Bites (AH-Vest | Burstone | Emira | Investec | Life Healthcare | NEPI Rockcastle | Safari | Southern Sun | Trellidor)

Important news came in from the likes of Burstone, Emira, Investec, Life Healthcare and NEPI Rockcastle, just to name a few.

Ghost Bites (Mediclinic | PPC | Spar | Tiger Brands | Woolworths)

Mediclinic's earnings are a mixed bag. I'm glad I gave up on Spar after seeing these results. I got it badly wrong on Tiger Brands. Woolworths continues a strong run.

Ghost Bites Vol 83 (22) – Cognition | Fortress | TRP Investigations

Cognition's results show how disconnected the market cap is from the balance sheet. Fortress REIT has given a view on life after being a REIT. The TRP is very busy with investigations.

Ghost Bites Vol 76 (22)

Richemont has announced an important transaction related to its direct-to-consumer strategy. Results came in from KAP, Bidcorp, DRDGOLD, Harmony Gold and more. Spear REIT has done an interesting property deal.

Ghost Bites Vol 66 (22)

PSG's restructure has been approved, with some opportunistic s164 plays underway. The Central Energy Fund has finished its due diligence on Renergen. Earnings updates came in from Nedbank, MiX Telematics, Sabvest and others.

Ghost Bites: Vol 10 (22)

Afrimat and Massmart - a tale of two totally different prospects. Other updates include Investec, Netcare and more.
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