Wednesday, May 21, 2025
Tag:

Goldrush Holdings

GHOST BITES (AB InBev | enX | Gemfields | KAL | Lesaka | Mondi | Prosus – Naspers | Sappi)

AB InBev's numbers reflect consumer trends with alcohol. Mondi and Sappi reported very divergent numbers. Prosus - Naspers released a shareholder letter. Lesaka's numbers are growing. KAL was impacted by fuel prices. Gemfields is digging for better emeralds. enX misses loadshedding.

GHOST BITES (Blue Label | Gold Fields | MTN | Sanlam | Stefanutti Stocks | Telkom)

Sanlam's great momentum continues. Telkom is looking strong. MTN's African troubles keep stinging. Blue Label has dived further into Cell C. Gold Fields and Stefanutti Stocks also released updates.

Ghost Bites (Ethos Capital | MC Mining | Nampak | Netcare | PPC | Rainbow Chicken | Spar | York Timber)

Nampak has successfully refinanced its group. Netcare is on for a good year, but PPC investors need to be patient. Spar, York Timber and smaller counters Ethos Capital and MC Mining all released numbers. Rainbow Chicken extracted its results to help shareholders out.

Ghost Bites (Capital & Regional | Exxaro | Renergen | Resilient | STADIO | Standard Bank)

Standard Bank's results were impacted by China and African currencies. Exxaro, Resilient and STADIO also released numbers. Capital & Regional is still in deal talks. Renergen has an environment hurdle to overcome.
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