Thursday, May 1, 2025
Tag:

Italtile

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.

GHOST BITES (Capital Appreciation | Exxaro | Fortress | Lighthouse)

Capital Appreciation's software division is a headache. Exxaro is having a tough year. Life-after-REIT looks great for Fortress. Lighthouse is finding things more competitive than before in Iberia.
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