Tag:
MTN Uganda
Ghost Bites
Ghost Bites (Lesaka Technologies | Motus | Purple Group | SA Corporate Real Estate | Sappi | Sibanye-Stillwater | Transpaco | Truworths | Vodacom)
Lesaka Technologies off to a good start in FY26. Sappi is suffering great pain, but at least they acknowledge it - unlike Truworths. Purple Group is charging up the J-curve. Sibanye-Stillwater is loving life, while Motus is also adapting well. Vodacom Please Call Me looks to be around R540 million. We saw deal news at Transpaco and SA Corporate Real Estate as well.
Ghost Bites
GHOST BITES (Datatec | DRDGOLD | MTN Uganda)
Datatec had an even better second half in the latest financial year - and that's after strong interims. DRDGOLD's production impacted the latest quarter. MTN Uganda adds to the positive narrative on MTN.
Ghost Wrap
Ghost Wrap #75 (MTN’s African subsidiaries | ArcelorMittal | Curro)
MTN's African subsidiaries are further evidence that using "Africa" as an umbrella term is dangerous. Speaking of danger, operating leverage at ArcelorMittal is a massive concern. Curro is clawing its way back to pre-pandemic earnings.
Ghost Bites
Ghost Bites (Copper 360 | Mpact | MTN Uganda | Pick n Pay | Telkom)
Pick n Pay found strong market support. Telkom's great Q1 isn't a reflection of the full year. Mpact had a tough interim period. MTN Uganda is one of the best subsidiaries. Copper 360 has started mining at Rietberg.
Ghost Bites
Ghost Bites (ADvTECH | Brimstone | Murray & Roberts | Mustek | Quilter | Sea Harvest)
Education, construction, financial services, fishing and IT. It's all here in Ghost Bites, with an interesting selection of companies releasing updates.
Ghost Bites
Ghost Bites Vol 63 (22)
Remgro has formally made an offer for Mediclinic. Trading statements from the likes of Sasol, Standard Bank and Gold Fields kept SENS buzzing. Paper and packaging duo Mondi and Sappi both released results.
