In this deep dive, I contrast BHP and DRDGOLD as mining houses at the opposite end of the size and capex spectrum. Where BHP has diversified into copper, DRDGOLD has stuck to its knitting. But will that continue?

In this bumper edition of Ghost Bites, you'll get updates from Boxer and Canal+ as two different consumer-focused companies. Kumba Iron Ore, Merafe and Mpact bring us numbers from the "real economy". Vodacom is having a grand old time in Egypt.

In this edition of Ghost Bites: African Rainbow Minerals to invest heavily in two South African projects Anglo American needs a strong second half in copper Cashbuild's...

Kumba is a victim of the rand (and several other things). A big step forward for Nedbank in East Africa. Reinet's underperformance vs. British American Tobacco is incredible to witness. Sasol's business performance metrics for FY26 look encouraging.

Araxi investors have been reminded of the lumpiness of the business, as FY26 could only manage a flat dividend for various reasons. Jubilee Metals is ramping up the Molefe Mine.

AngloGold's free cash flow almost tripled year-on-year, while sector peer Pan African Resources is making progress on its deal in Australia. The Foschini Group's Australian story is becoming meme-worthy, with the group in trouble. Sea Harvest is officially out of Ladismith Cheese. Greencoat Renewables released quarterly numbers.

CMH is a great example of how to overcome disruption. Anglo American is a mixed bag, with diamonds going from bad to worse. Kumba Iron Ore is doing well, but remains at the mercy of Transnet. Merafe's smelter operations were negligible in the latest quarter.

Vukile Property Fund wants to raise more capital. Mining houses Gold Fields, Kumba Iron Ore and Jubilee Metals released updates. Equites Property Fund has encouraging metrics. Mondi had a tough time in 2025. City Lodge is having a slow start to the year. Blu Label's numbers are still complicated.