Posts Tagged: Mining
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
Rhodium, a rose by another name?
Ghost Mail reader Greg Salter has written a wonderful piece on rhodium, the unsung hero of the South African economy during Covid. It’s absolutely worth a read.
Save 40% on Who Owns Whom mining sector research
The mining industry has been all the rage this year, with commodity prices driving inflationary pressures across the globe. Ghost Mail readers get a 40% discount on Who Owns Whom research reports, including on this sector.
Pan African Resources: more gold and less debt
Pan African Resources is a rock solid operator that has outperformed its peers over the past year. Of course, as luck would have it, it’s the one gold miner I didn’t buy in 2021.
Unlock the Stock: Tharisa plc
Tharisa plc’s management team joined Unlock the Stock to give a presentation of the business and answer questions from investors.
Omnia: a special year
Omnia has comprehensively beaten the market this year. With cyclical exposures and a major fight with SARS, there’s much for investors to consider.
Transnet is still hurting Thungela
Thungela is printing cash. It would print even more if Transnet performed properly. Nonetheless, investors are waiting for a hopefully juicy dividend in August.
Barloworld trudges through the mud in Russia
Barloworld’s latest results confirm that the company is sticking it out in Russia, recognising a R1 billion impairment in the Eurasia division.
AngloGold margins under pressure
AngloGold Ashanti has reported much improved cash flows, but EBITDA margin has deteriorated.
Unlock the Stock: Bell Equipment
Bell Equipment is positively exposed to the commodity upswing that is dominating markets.
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.
