Tag:
KAP
Ghost Bites
Ghost Bites (Investec | Mustek | Safari Investments)
Safari Investments had another strong period and is looking to raise capital for growth. Investec has guided for flat earnings in the six months to September 2025. Mustek's HEPS trajectory has finally turned positive, but what will they do next for growth?
Ghost Bites
Ghost Bites (Capital Appreciation | Greencoat Renewables | Naspers | Oceana | OUTsurance | Sirius Real Estate | Southern Sun)
OUTsurance released blockbuster results. Capital Appreciation, Oceana and Southern Sun gave helpful business updates. Naspers has decided to do a stock split. Greencoat Renewables needs more wind. Sirius Real Estate raised further debt.
Ghost Bites
Ghost Bites (Altvest | AVI | Clientele | Metrofile | Sun International)
Altvest is going all-in on bitcoin. AVI's beverages business drove them forward. Sun International's casinos continue to struggle. Clientele's customer base is under pressure. Metrofile's margins went the wrong way.
Ghost Bites
Ghost Bites (African Rainbow Minerals | Anglo American – Valterra Platinum | Ascendis | Dipula | Fortress Real Estate | Pan African Resources |...
Sanlam's latest results are a mixed bag. Dipula Properties is raising capital and Fortress Real Estate is telling a positive story. African Rainbow Minerals had a tough period. Pan African Resources rewarded punters this year. Ascendis and Trellidor released results. Anglo is fully out of Valterra Platinum.
Ghost Bites
Ghost Bites (Bell Equipment | Bidvest | Blue Label | Brimstone | CA Sales | RCL Foods | Santam | Sea Harvest | Sun...
CA Sales, RCL Foods, Santam and Sea Harvest all released solid numbers. Bidvest, Bell Equipment and Brimstone are struggling to various degrees. Sun International posted a resilient set of numbers. Blue Label has given more details on the Cell C restructure.
Ghost Bites
Ghost Bites (MAS | Northam Platinum | Super Group)
MAS put out strong numbers, with the market hoping for a return to dividends as soon as possible. Northam Platinum's costs are running far too hot. Super Group's continuing operations are down, but not by much.
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
