Posts Tagged: Lighthouse
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 (Afrimat | Lighthouse | Ninety One | Purple Group | Trustco)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Afrimat has more good news for the market (JSE: AFT) Alongside the Lafarge deal opportunities, the rest of
Ghost Bites (ADvTECH | Brimstone | Murray & Roberts | Mustek | Quilter | Sea Harvest)
Education, construction, financial services, fishing and IT. It’s all here in Ghost Bites, with an interesting selection of companies releasing updates.
Ghost Bites (Alexander Forbes | Aspen | Capital Appreciation | Capitec – Sanlam | Datatec | Ellies | Glencore | Lighthouse | Nampak | Sygnia)
It was a busy day of results on the JSE, along with important corporate actions. Look out for Nampak, Sygnia, Alexander Forbes and Capital Appreciation as the headline grabbers of the day.
Ghost Bites (Calgro M3 | Merafe | Nampak | Pick n Pay | Schroder Real Estate | Southern Palladium | Trustco)
Pick n Pay is an absolute catastrophe. Calgro M3 is doing very well. Trustco lost its battle against the JSE. I charted the Merafe benchmark price over three years.
Ghost Bites (Astral Foods | Choppies | Discovery | Investec | MC Mining | Remgro | Trellidor)
Astral and Trellidor show just how hard it is out there. Choppies and Discovery also aren’t shooting the lights out. Remgro managed to grow intrinsic NAV nicely. Investec and MC Mining round out the day.
Ghost Bites (Emira + Transcend | Libstar | Sibanye | Transpaco)
Emira wants to take Transcend private and won’t be paying a premium to the current price. Libstar and Sibanye have both suffered significant earnings drops, while Transpaco is headed in the right direction.
Ghost Bites (Advanced Health | Kibo Energy | NEPI Rockcastle | Sun International)
Advanced Health has a kiss goodbye for shareholders. Moneyweb caused unintended havoc in the Kibo Energy share price. NEPI Rockcastle released great earnings. Sun International is recovering, slowly.
Ghost Bites (Absa | Hulamin | Italtile | Lighthouse | MTN | Nampak | Northam | Sanlam | Sasol | Shaftesbury | 4Sight)
With a very busy start to the week, we saw really important news from major players like Absa, MTN, Northam and Sasol. Also look out for Hulamin, Italtile, Lighthouse, Nampak, Sanlam, Shaftesbury and plucky small cap 4Sight.
Ghost Bites (ADvTECH | CA Sales | Capital & Regional | Cashbuild | Life Healthcare | Lighthouse | Montauk)
ADvTECH and CA Sales released excellent earnings. Cashbuild…didn’t. Capital & Regional is raising equity for what looks like a juicy acquisition. Look out for news from Life Healthcare, Lighthouse and Montauk as well.
Ghost Bites (Exxaro | Hyprop | Merafe | Murray & Roberts | Naspers + Prosus | Sephaku)
Aside from the extraordinary events at Naspers and Prosus, there were important updates from the likes of Exxaro and Hyprop, amongst others.
