Posts Tagged: Merafe
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 | Ellies | MC Mining | Tharisa)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Afrimat goes large with Lafarge (JSE: AFT) The Competition Tribunal has approved the deal Afrimat has a strong
Ghost Bites (ADvTECH | Ascendis | CA Sales | Capital Appreciation | Clientele | Fairvest | Gemfields | Merafe | MC Mining | MTN | Sasfin | Wesizwe Platinum)
ADvTECH, MTN and Clientele were major earnings releases, with deal news from Ascendis, CA Sales and Sasfin as well. Also look out for Capital Appreciation, Fairvest, Merafe, MC Mining and Wesizwe.
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 (AfroCentric | Aspen | AVI | Bidvest | Hulamin | MAS | Merafe | Metrofile | Netcare | Raubex | RCL Foods)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Afrocentric is struggling to find growth (JSE: ACT) This isn’t an easy way to make money AfroCentric owns
Ghost Bites (BHP | Kore Potash | Motus | Richemont)
Richemont blew the market away with a positive surprise. Motus’ earnings are way down, but this was expected. BHP has a few production headaches. Kore Potash is still hanging on for that EPC contract.
Ghost Wrap #59 (Merafe | Pick n Pay | Frontier Transport | Tharisa + Northam Platinum)
In the first Ghost Wrap podcast of 2024, I covered the latest from Merafe, Pick n Pay, Frontier Transport and PGM duo Tharisa and Northam Platinum.
Ghost Bites (Frontier Transport | Merafe | Sappi | Schroder European Real Estate | Tongaat)
Frontier Transport announced a special dividend. Merafe signed off on 2023 production. Sappi shuts the Lanaken Mill in Belgium. Schroder property valuations move lower. Tongaat creditors approved the plan.
Ghost Bites (Coronation | Finbond | Gemfields | Merafe | Reinet | Santova | Tiger Brands)
Tiger Brands is dropping its CEO. Coronation gave an AUM update. Finbond and Santova released numbers, while Merafe gave a production update. Gemfields gave a summary of share buybacks.
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 (Bell Equipment | Brikor | British American Tobacco | Delta Property | Merafe – Glencore | Sanlam | Transaction Capital | Trellidor)
Bell Equipment thrilled the market with an earnings update. There’s M&A underway at Brikor and British American Tobacco. Delta Property is keeping its head above water. Sanlam released results. Merafe is growing the JV with Glencore. Transaction Capital bought time.
