Tag:
Mondi
Ghost Bites
Ghost Bites (Anglo American | CMH | Kumba Iron Ore | Merafe)
CMH is a great example of how to overcome disruption. Anglo American is a mixed bag, with diamonds going from bad to worse. Kumba Iron Ore is doing well, but remains at the mercy of Transnet. Merafe's smelter operations were negligible in the latest quarter.
Ghost Bites
Ghost Bites (Fairvest | Hulamin | Impala Platinum | Mondi)
Fairvest's capital raise made me wonder about the property cycle. Mondi is really struggling at the moment. Impala Platinum's latest quarter looked decent. Hulamin is selling the extrusions business.
Ghost Bites
Ghost Bites (Blu Label | City Lodge | Equites Property Fund | Gold Fields | Jubilee Metals | Kumba Iron Ore | Mondi |...
Vukile Property Fund wants to raise more capital. Mining houses Gold Fields, Kumba Iron Ore and Jubilee Metals released updates. Equites Property Fund has encouraging metrics. Mondi had a tough time in 2025. City Lodge is having a slow start to the year. Blu Label's numbers are still complicated.
Ghost Bites
Ghost Bites (Anglo American | DRDGOLD | Labat Africa | WeBuyCars)
WeBuyCars is taking a big step with the acquisition of GoBid. DRDGOLD is crystallising renewable energy investments. Labat Africa's earnings have shot up. Anglo American has given a general update on major projects and the progress made in simplifying the group.
Ghost Bites
Ghost Bites (Argent Industrial | City Lodge | Crookes Brothers | Delta Property | Kore Potash | Investec | Lewis | Mr Price |...
A busy day of news saw retail updates from Lewis and Mr Price, along with City Lodge and Netcare as strong growth stories. Investec is finding it harder to grow at the moment. Reunert has strong momentum, while Argent Industrial and Delta Property also have positive stories. Crookes Brothers shows how hard agri really is. Kore Potash and Supermarket Income REIT announced important corporate deals.
Ghost Bites
Ghost Bites (Cashbuild | DRDGOLD | Gemfields | Labat Africa | Premier – RFG | PSG Financial Services | Sanlam | Vukile Property Fund)
Premier wants to acquire RFG in a share-for-share deal. Vukile raised far more than the planned R2 billion. PSG Financial Services banked excellent numbers. Sanlam's capital markets day reflects high growth targets. Updates came in from Cashbuild, DRDGOLD, Gemfields and Labat Africa as well.
Ghost Bites
Ghost Bites (Adcock Ingram | MAS | Newpark | SA Corporate Real Estate | Sappi)
Sappi is digging for every cent they can. SA Corporate Real Estate is acquiring a large residential property portfolio. MAS has a significant change of direction. Adcock Ingram shareholders say yes to Natco Pharma. Newpark REIT was hurt by reversions.
Ghost Bites
Ghost Bites (Alphamin | Anglo American | Ethos Capital – Optasia | FirstRand)
Optasia will be listing on the JSE, bringing us a new fintech name to consider - but to what extent will Ethos Capital exit? Anglo American's future dance partner Teck Resources has suffered a wobbly. Alphamin released much better numbers. FirstRand's fight in the UK isn't over yet.
