Tag:
Nampak
Ghost Bites
Ghost Bites (Accelerate Property Fund | Capital Appreciation | Copper 360 | Dis-Chem | HCI | Huge | Insimbi | Mustek – Novus |...
Dis-Chem released results, but the market didn't like something about them. Santova announced a clever deal. Accelerate is raising R100m. Capital Appreciation looks strong. Mustek - Novus released the offer circular. Sirius is doing deals. Copper 360, HCI, Huge Group and Insimbi also released important updates.
Ghost Bites
Ghost Bites (Altvest | Bidcorp | British American Tobacco | Coronation | Datatec | Harmony | Insimbi Industrial | Novus | Pepkor | Reinet...
Harmony announced a major copper acquisition. British American Tobacco is selling more of its stake in ITC in India. Pepkor's results look great, as do Bidcorp and Datatec. Altvest, Coronation, Insimbi Industrial, Novus, Reinet, Stefanutti Stocks and Zeda added to a busy day.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Assura – Primary Health | AYO Technology | Finbond | ISA Holdings | Nampak | Powerfleet | Quantum...
Nampak's turnaround continues. Quantum Foods had a much better period. Sasol Oil will be paid billions by Transnet. Primary Health's bid is making Assura think. Accelerate Property Fund, AYO Technology, Finbond, ISA Holdings and Powerfleet also had updates.
Ghost Bites
Ghost Bites (Blue Label | Collins Property Group | Finbond | MAS | Nampak | NEPI Rockcastle | Newpark | Nutun | Pepkor |...
Richemont released numbers, as did Pepkor at the other end of the retail spectrum.. Blue Label could list Cell C separately. Collins Property Group, MAS, NEPI Rockcastle and Newpark all had property sector news, in addition to Primary Health upping its play for Assura. Look out for Finbond, Nampak, Nutun and Tiger Brands as well.
Ghost Bites
GHOST BITES (Accelerate Property Fund | AECI | ArcelorMittal | Emira Property Fund | enX | Ethos Capital | Jubilee Metals | Nampak |...
Positive signs at Accelerate Property Fund. AECI, enX and Ethos Capital announced disposals. ArcelorMittal can keep the Longs business alive for now. Emira, Jubilee Metals, PSG, Sephaku, Vukile and York Timber had financial updates. Phil Roux is leaving Nampak.
Ghost Bites
GHOST BITES (Nampak | RCL Foods)
Nampak is about to bank the I&CS disposal proceeds. RCL Foods has flagged a very tasty jump in HEPS.
Ghost Bites
GHOST BITES (Capitec | Gemfields | Nampak | Spar | Truworths)
Capitec keeps on pumping. Truworths released awful local numbers. Nampak achieved another turnaround milestone. Spar has gotten rid of Poland at last. Gemfields desperately needs things to improve.
Ghost Bites
GHOST BITES (Aspen | Metair | Rex Trueform | Sanlam | Sasfin)
Aspen is bringing Eli Lilly's Ozempic competitor to the SA market. Metair is getting even less from the Mutlu disposal than we thought. Rex Trueform is buying a software group at a huge multiple. Sanlam unlocked billions from Allianz. Sasfin is delisting this month.
