Posts Tagged: Invicta
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 (African Rainbow Minerals | BHP | Calgro M3 | Emira – Spear REIT | Gold Fields | Invicta)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: African Rainbow Minerals to take a 15% stake in Surge Copper Corp (JSE: ARI) Surge Copper is listed
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (AECI | Altron | CA Sales Holdings | Clientele | Jubilee Metals | Libstar | Sasol)
AECI, Altron, CA Sales Holdings, Jubilee Metals, Libstar and Sasol all released numbers of varying quality. Clientele released the circular for the 1Life acquisition.
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.
Ghost Bites (Anglo American | Calgro M3 | Glencore | Sirius Real Estate)
Anglo American is looking to Finland for growth opportunities. Calgro M3’s share buybacks have driven higher HEPS. Glencore is shutting a nickel operation. Sirius made two acquisitions in Germany.
Ghost Bites (Brimstone | enX | Kore Potash | Sasol)
Sasol shareholders are still suffering. There’s good news at Kore Potash. Brimstone has reduced its stake in Equites. enX released the Eqstra circular.
Ghost Bites (Ascendis | Fortress | Novus)
The Ascendis story has taken another turn. Fortress got strong approval for the scheme to sort out its share class structure. Novus has been busy with share buybacks.
Ghost Bites (BHP | Kore Potash | Motus | Richemont)
Richemont blew the market away with a positive surprise. Motus’ earnings are way down, but this was expected. BHP has a few production headaches. Kore Potash is still hanging on for that EPC contract.
Ghost Bites (AYO Technology | British American Tobacco | Gemfields | Metair | Nedbank | Rebosis | Schroder Real Estate | Texton | Tharisa | Tongaat Hulett)
The biggest news of the day was British American Tobacco’s impairment and outlook, which drove a 10% drop in the share price. A number of other companies released updates as well.
