Wednesday, May 21, 2025
Tag:

Italtile

GHOST BITES (AngloGold | Brait | CMH | Gemfields | Glencore | Gold Fields | MTN Nigeria | Oceana | Renergen | Supermarket Income...

Glencore's trading update was punished by the market., while Brait's was rewarded Things look much better at MTN Nigeria. AngloGold and Gold Fields released news on deals. CMH, Gemfields, Oceana, Renergen and Supermarket Income REIT also had important updates.

GHOST BITES (ASP Isotopes | Delta Property Fund | Finbond | Impala Platinum | Merafe – Glencore | Renergen | YeboYethu)

ASP Isotopes is an exciting new JSE listing. Implats, Merafe-Glencore and Renergen gave mining sector updates. Finbond wants to raise up to R2bn in preference shares. YeboYethu enjoyed a higher Vodacom share price. Delta Property Fund sold a property.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

GHOST BITES (African Rainbow Capital | Sirius Real Estate | Trematon)

The African Rainbow Capital offer is apparently fair to shareholders - after some mental gymnastics. Sirius Real Estate had a great year. Trematon's portfolio value keeps trending lower.

GHOST BITES (AfroCentric | Aspen | Bidvest | Clientele | Italtile | JSE | MAS | Metrofile | MTN | Mustek | PPC |...

Aspen, MTN Ghana, PPC, RCL Foods and Santam all had particularly good stories to tell, with Clientele, JSE and MAS in the green as well. Bidvest was a mixed bag in 2024. Italtile pulled off a resilient performance in the end. AfroCentric released very poor numbers, with Metrofile and Mustek also deep in the red.

GHOST BITES (Barloworld | British American Tobacco | Caxton | iOCO | Italtile | Sibanye | South32)

The offer to Barloworld shareholders isn't getting any higher. The appeal of British American Tobacco remains a mystery to me. South32 is in great health. Caxton, iOCO and Italtile released trading statements. Neal Froneman is retiring from Sibanye.

GHOST WRAP – Five Insights from December 2024

This Ghost Wrap podcast and transcript brings you insights from December 2024 on Italtile, Prosus, Renergen, Metair and Bell Equipment.

GHOST BITES (Italtile | Nictus | Sibanye-Stillwater | Transaction Capital)

Italtile's share price momentum makes no sense to me. Sibanye-Stillwater has pulled off a sensible uranium deal. Transaction Capital's results are delayed. Nictus had a terrific year thanks to investment income.
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