Tag:
Impala Platinum
Ghost Bites
Ghost Bites (Altron | Equites | Harmony | Impala Platinum | KAP | Libstar | Metrofile | Rainbow Chicken | Sibanye-Stillwater | South32 |...
We are now firmly in earnings season, with numbers from Harmony, Impala Platinum, KAP, Libstar, Rainbow Chicken, Sibanye, South32, STADIO, Trellidor and Truworths. Important updates also came in from Altron, Equites Property Fund and Metrofile.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Gemfields | Impala Platinum | Italtile | MTN Uganda | Powerfleet | Rainbow Chicken)
Rainbow Chicken's HEPS has jumped sharply, while Impala Platinum's earnings have plummeted and Italtile has come in pretty flat. MTN Uganda remains a star in Africa. Gemfields found a buyer for Faberge. Powerfleet's numbers are still very messy due to acquisitions.
Ghost Bites
Ghost Bites (FirstRand | Gold Fields | Impala Platinum | MAS | Mpact | MultiChoice | Weaver Fintech)
MAS shareholders have a Prime Kapital offer to chew on. Gold Fields' HEPS more than tripled, but Impala Platinum's earnings dropped. Mpact needs a big second half. Weaver Fintech is flying. FirstRand's share price overhang seems to be gone. MultiChoice is restructuring Phuthuma Nathi's stake.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Sea Harvest | Spear REIT | Valterra Platinum)
It's all eyes on the second half at Valterra Platinum. Sea Harvest's numbers are even better than previously guided. Spear REIT announced another acquisition. Accelerate Property Fund received reasonable support for the rights offer.
Ghost Bites
Ghost Bites (Hyprop | Primary Health Properties – Assura | Trellidor)
Hyprop has sold a 50% share in Hyde Park Corner for R805 million, but what will they do with the money? Trellidor has sold Taylor Blinds and NMC South Africa for a solid price. Primary Health Properties shareholders love the Assura deal.
Ghost Wrap
GHOST WRAP – The JSE Winners’ Club in 2025
At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?
Ghost Bites
Ghost Bites (African Rainbow Capital | Altron | Barloworld | Blue Label Telecoms | Dis-Chem | Exemplar | Hyprop – MAS | Pick n...
Pick n Pay's turnaround will take longer than planned. Barloworld's numbers are a critical backdrop to the current offer. ARC Investments will take many shareholders into the unlisted space. Look out for Altron, Blue Label Telecoms, Dis-Chem, Exemplar and Renergen as well, along with Hyprop's potential play for MAS.
