Posts Tagged: Mpact
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 (Accelerate Property Fund | Purple Group | Transaction Capital | York Timbers)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Accelerate Property Fund taps the market (JSE: APF) The company needs to raise R200 million via a rights
Ghost Bites (African Rainbow Minerals | Capital & Regional | Capitec | Caxton | Fortress | MC Mining | Mondi | Mpact | Quantum Foods)
Caxton, Mondi and Mpact bring you updates from the world of paper and packaging. In property, we had Capital & Regional as well as Fortress. In mining, African Rainbow Minerals and MC Mining released updates. Also look out for Quantum Foods!
Ghost Bites (Clientele | Dis-Chem | Mantengu | Sephaku)
Clientele is acquiring 1Life. Dis-Chem’s numbers need a careful read, but margin pressure is there. Mantengu takes the next step in the capital raise. Sephaku’s earnings are down.
Ghost Bites (Mondi | Sasol | Vunani)
Mondi disappointed the market with the latest quarterly numbers. Sasol wants to have the ability to equity settle its convertible debt. Vunani released results.
Ghost Bites (African Bank and Sasfin | Deneb | Renergen)
Sasfin seems to have scored the deal of a lifetime in a disposal of businesses to African Bank. Deneb has sold some properties. Renergen responded to Albie Cilliers, but not via SENS.
Ghost Bites (Alphamin | Famous Brands | Sirius Real Estate | Transpaco)
Alphamin’s quarter-on-quarter numbers look better. Famous Brands is struggling. Sirius sounds upbeat. Transpaco is being mature with capital allocation.
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 Wrap #37 (AngloGold | Pan African Resources | Impala Platinum | Mondi | Sappi | Mpact | Spur | Standard Bank)
Get ready to play rock, paper, scissors in this edition of Ghost Wrap. I covered mining and paper stocks, with some sharp results from Spur and Standard Bank as well. Ghost Wrap is brought to you by Mazars.
Ghost Bites (AB InBev | Mondi | Mpact | Sabvest | Sappi | South Ocean | Wesizwe)
It was a big day in the paper and packaging sectors, with numbers from three major players: Mondi, Mpact and Sappi. We also saw results from AB InBev and South Ocean, with ongoing labour issues at Wesizwe.
Ghost Bites (ARC Investments | Novus | The Foschini Group)
The Foschini Group has a risky balance sheet in this environment. ARC Investments gave a portfolio update. Novus is now loss-making.
