Posts Tagged: Gold Fields
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 (ADvTECH | Brimstone | Murray & Roberts | Mustek | Quilter | Sea Harvest)
Education, construction, financial services, fishing and IT. It’s all here in Ghost Bites, with an interesting selection of companies releasing updates.
Ghost Bites (Anglo American | Blue Label Telecoms | Caxton | Gold Fields | Harmony | Mondi | Pick n Pay | Tiger Brands)
It was a very busy day of news including the mining sector (particularly gold), as well as substantial bad news in the SA consumer side of the market.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Cashbuild | Gold Fields | Santam | Textainer | Transaction Capital)
Cashbuild is still buckling under economic pressure. Gold Fields didn’t fully capitalise on better gold prices. Santam grew earnings but not for the best reason. Textainer released results. Transaction Capital gave details of WeBuyCars unbundling.
Ghost Bites (Castleview | Copper 360 | Hudaco | Huge Group | Hyprop | Lewis | Lighthouse | Mahube | Purple Group | Reinet | Resilient | Salungano | Spar)
On another busy day of news, we saw Lewis and Spar as the important retail stores, with Purple Group announced results as well. There were numerous other updates as well, including an acquisition by Hudaco.
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 (Alphamin | Famous Brands | Sirius Real Estate | Transpaco)
Alphamin’s quarter-on-quarter numbers look better. Famous Brands is struggling. Sirius sounds upbeat. Transpaco is being mature with capital allocation.
Ghost Bites (Calgro M3 | Merafe | Nampak | Pick n Pay | Schroder Real Estate | Southern Palladium | Trustco)
Pick n Pay is an absolute catastrophe. Calgro M3 is doing very well. Trustco lost its battle against the JSE. I charted the Merafe benchmark price over three years.
Ghost Bites (Gold Fields | OUTsurance | Putprop | York Timber)
Gold Fields announced a delay at Salares Nortes. OUTsurance is a rare SA success story in Australia. Putprop remains at a huge discount to NAV. York Timber is still struggling.
