Posts Tagged: Nictus
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 (Anglo American Platinum | Aveng | 4Sight | Italtile | Northam Platinum | Telkom | Transpaco | Vukile)
There’s murder on the PGM dancefloor and it doesn’t look much better for Italtile and Transpaco either. 4Sight and Vukile are enjoying an upswing, with Telkom just treading water.
Ghost Bites (Anglo American | Calgro M3 | Glencore | Sirius Real Estate)
Anglo American is looking to Finland for growth opportunities. Calgro M3’s share buybacks have driven higher HEPS. Glencore is shutting a nickel operation. Sirius made two acquisitions in Germany.
Ghost Bites (Ascendis | Invicta | Oceana | Shaftesbury | Standard Bank | Tsogo Sun | Wesizwe Platinum | Zeda)
On a very busy day of news, we saw some excellent (Oceana) and sideways (Invicta and Tsogo Sun) results, along with a potential delisting of Ascendis.
Ghost Bites (Anglo American | AVI | Brikor | Mondi | Montauk | Remgro | Salungano | Texton)
Diamonds, fish, bricks and coal – there’s a bit of everything in Ghost Bites today. The biggest story was probably Mondi’s partial exit of Russia, but keep a close eye on what’s going on at Salungano.
Ghost Bites (Heriot REIT | Hudaco | Implats – RBP | MC Mining | Nampak | Nictus | PBT Group | Primeserv | RMB Holdings | SA Corporate Real Estate)
Featuring updates from several small caps on the JSE, it was a day of interesting news that included important earnings updates from Hudaco and PBT Group, among others.
Ghost Bites (African Bank | Argent | Castleview | Emira | Newpark | Nictus | Renergen | Southern Palladium)
Aside from important news at Renergen, it was primarily a day for property groups and small caps. Look out for African Bank news as well.
Ghost Bites (Advanced Health | Attacq | EOH | Master Drilling | Metair | Murray & Roberts | PBT | Stor-Age | Super Group | Steinhoff)
Major trading or earnings updates came in from EOH, Master Drilling, Metair and Stor-Age. Advanced Health, Attacq, Murray & Roberts and PBT had deal-related news. Super Group raised debt capital and Steinhoff is still worthless.
Ghost Bites (AngloGold | Bidcorp | Choppies | Coronation | Grindrod | Sasfin | Standard Bank)
AngloGold tanks further. Bidcorp releases great numbers. Choppies is struggling. Coronation quantifies the tax dispute. Grindrod grows strongly. Sasfin keeps disappointing vs. Standard Bank doing well.
Ghost Bites (British American Tobacco | Rebosis | Thungela)
British American Tobacco needs to keep increasing prices because volumes are falling. Rebosis issued a business rescue and operational update. Transnet keeps letting Thungela down.
Ghost Bites Vol 39 (22)
The list of news was almost endless. PBT, Hudaco, Exxaro, Sibanye, Alviva, Sabvest, Datatec, Merafe, Pan African Resources, Lighthouse, Resilient and others featured.
