Tag:
Northam Platinum
Ghost Bites
Ghost Bites (Glencore | Grindrod | Northam Platinum | Primary Health Properties | Shuka Minerals | Tharisa)
With SENS kicking into life, normal daily programming should resume soon. In the meantime, this catch-up edition deals with mining news from Glencore, Northam Platinum, Tharisa and junior house Shuka Minerals. Grindrod is enjoying strong port volumes in Mozambique. Primary Health Properties is off to a good start in life-after-Assura.
Ghost Bites
Ghost Bites (Collins Property | Impala Platinum | MC Mining | MTN Nigeria | Nu-World | Renergen | Vodacom)
On a big day for telecoms, both Vodacom and MTN Nigeria released excellent numbers. Collins Property, Impala Platinum, MC Mining and Nu-World also had important updates. Renergen shareholders can thank their lucky stars that ASP Isotopes came along to save them.
Ghost Bites
Ghost Bites (Astral Foods | Glencore | KAP | MTN Ghana)
Astral Foods had a stunning second half. Glencore has given tighter guidance for the full year. MTN Ghana had a strong quarter. KAP is trying to fix the economics of PG Bison's Cape-based forestry assets through a merger.
Ghost Wrap
GHOST WRAP – Earnings season brings out the bulls and the bears
With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.
Ghost Bites
Ghost Bites (Boxer | CMH | Emira | HCI | MC Mining | PSG Financial Services | Vukile)
Boxer and Vukile show us where the growth is in South Africa, while Emira is struggling with its property portfolio. CMH has done a great job in a changing automotive environment. PSG Financial Services is going from strength to strength. HCI keeps jumping through hoops for SACTWU. MC Mining made a gross loss - not something you'll see very often!
Ghost Bites
Ghost Bites (MAS | Northam Platinum | Super Group)
MAS put out strong numbers, with the market hoping for a return to dividends as soon as possible. Northam Platinum's costs are running far too hot. Super Group's continuing operations are down, but not by much.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Absa | Aveng | CA Sales | MTN | Northam Platinum | Orion Minerals | Thungela)
Absa's earnings were boosted by the credit loss ratio. MTN punters took profit on Monday, but why? Thungela's commitment to its dividend is incredible. CA Sales flagged strong earnings, Northam Platinum had a rough time with Eland and Aveng is an ugly story in Australia. Orion Minerals raised over R20 million from retail investors.
