Posts Tagged: Libstar
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
Ghost Bites (Brait | Copper 360 | Remgro | Sabvest | Transaction Capital – WeBuyCars)
In a battle of the investment holding companies, both Remgro and Sabvest released results. Brait’s placement of Premier shares was oversubscribed. Transaction Capital didn’t get the price it wanted for WeBuyCars. Look out for Copper 360 as well.
Ghost Bites (Brait | Bytes | Discovery | JSE | MC Mining | Merafe | OUTsurance | Sibanye-Stillwater | STADIO | Sun International | Thungela)
On a very busy day of company news, we saw numbers come in from Discovery, JSE, Merafe, OUTsurance, STADIO, Sun International and Thungela. There’s corporate activity at Brait, MC Mining and Sibanye-Stillwater.
Ghost Bites (Clientele | Libstar | MC Mining | Montauk Renewables | Oceana | Remgro | York Timber)
Libstar and Oceana released interesting numbers, while York Timber is struggling for profitability. Clientele, Montauk Renewables and Remgro also updated the market. MC Mining gets more juicy by the day as a takeover battle.
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 (African Rainbow Capital | Eastern Platinum | Grindrod Shipping | Harmony | Italtile | MAS | RMB Holdings)
Consumer spending is still an issue for Italtile. MAS is continuing with its cautious approach to the balance sheet. Look out for several other company updates as well.
Ghost Bites (Ascendis | Finbond | FirstRand | Kibo Energy | Mondi | Murray & Roberts | Stefanutti Stocks)
Major leadership changes at FirstRand were the talk of the town. Look out for news from Ascendis, Finbond, Kibo Energy and Stefanutti Stocks as well. Mondi is out of Russia. Murray & Roberts is going back into Australia.
Ghost Bites (Ascendis | Delta Property | Kibo Energy | Orion Minerals | Renergen | Rex Trueform | Sasfin | Telemasters | York Timber)
It was a day of cockroaches on the JSE, with so many zombie listings releasing announcements. I covered all of them. Thankfully, I also had more interesting stuff to cover, like a Rex Trueform acquisition!
Ghost Bites (Bidvest | Hyprop | PPC | Southern Sun)
Bidvest is acquiring in Australia. Hyprop and PPC are taking strain in South African conditions, showing how broad the pressures are. Southern Sun is showing pricing power.
Ghost Wrap #46 (Libstar | Gemfields | FirstRand | Metair | Growthpoint)
In just six minutes, you can learn about companies in the FMCG, mining, banking, industrial and property sectors. It can only be Ghost Wrap, brought to you by Mazars.
Ghost Bites (Gold Fields | OUTsurance | Putprop | York Timber)
Gold Fields announced a delay at Salares Nortes. OUTsurance is a rare SA success story in Australia. Putprop remains at a huge discount to NAV. York Timber is still struggling.
