Tag:
MiX Telematics
Ghost Bites
Ghost Bites (Glencore | Hudaco | MiX Telematics | MultiChoice)
Canal+ is swooping in on MultiChoice. Glencore's production fell in 2023. Hudaco was helped by its engineering business. MiX Telematics grew revenue and earnings.
Ghost Bites
Ghost Bites (Argent Industrial | MiX Telematics | Pepkor | Shoprite | Transaction Capital)
Shoprite is still shooting the lights out. Pepkor released decent numbers. Transaction Capital is serious about unbundling WeBuyCars. Look out for Argent and MiX Telematics as well.
Ghost Bites
Ghost Bites (Burstone | Growthpoint | Old Mutual | Pan African Resources | Primeserv | Reunert | RFG Holdings | Textainer)
The September results are flying in thick and fast, along with important operational updates. Look out for Growthpoint, Old Mutual, Pan African Resources, Reunert and RFG in particular.
Ghost Bites
Ghost Bites (Afine | AH-Vest | Alphamin | Frontier Transport Holdings | MiX Telematics | MTN | PPC | Sanlam)
Aside from the big guns like Sanlam, PPC and MTN, there were various updates from smaller (but still interesting) players on the local market.
Ghost Bites
Ghost Bites (Alexander Forbes – OUTsurance | Argent Industrial | AVI | De Beers (Anglo) | Investec | Lesaka Technologies | MiX Telematics)
Alexander Forbes is buying OUTvest. De Beers sales are plummeting. Look out for results from Argent Industrial, AVI and MiX Telematics, as well as upgraded earnings guidance from Investec.
Ghost Bites
Ghost Bites (Bell Equipment | MiX Telematics | MTN | Omnia | Sirius)
Bell Equipment is growing earnings strongly. MiX Telematics reported a large year-on-year swing in profits. Has MTN stabilised in the R90s? Omnia expects HEPS to drop. Sirius has concluded two deals.
Ghost Bites
Ghost Bites (Adcorp | enX | Glencore | MTN | OUTsurance)
Adcorp is facing margin pressure. enX thinks it can sell Eqstra within the next year. Glencore has affirmed production guidance for most of its commodities. MTN is really struggling in Nigeria. OUTsurance increased its stake in Australia.
Ghost Wrap
Ghost Wrap #50 (PSG Financial Services | MiX Telematics | Karooooo | CMH | African Bank and Sasfin | Cashbuild | Calgro M3)
In the 50th episode of Ghost Wrap, I cover seven important company updates in fewer than seven minutes!
