Tag:
Northam Platinum
Ghost Bites
Ghost Bites (MTN Rwanda | Resilient REIT | Sanlam | Standard Bank | Woolworths)
Growth in Africa is visible at Standard Bank and MTN Rwanda. Woolworths has a new CEO - and it's an internal appointment this time. Resilient REIT achieved double-digit dividend growth. Sanlam's results are complex.
Ghost Bites
Ghost Bites (Brait | Merafe | MTN Nigeria | Northam Platinum | Vukile Property Fund)
MTN Nigeria had a great year in 2025, but nothing comes close to the positive swing at Northam Platinum. Vukile is acquiring its first property in Madrid. Brait has sold R1 billion worth of shares in Premier. Merafe's 2025 numbers were horrible, as is to be expected when smelters were gathering dust.
Ghost Bites
Ghost Bites (Anglo American | AngloGold | Dis-Chem | enX | Sibanye-Stillwater | Spar)
Dis-Chem is focusing on market share gains and the benefits of its rewards programme. Spar can only dream of that world, as they now scramble to find a new CEO. Major mining updates came in from Anglo American, AngloGold and Sibanye-Stillwater. enX is selling the rest of the WAI business to Trichem.
Ghost Bites
Ghost Bites (Bidvest | DRDGOLD | Hyprop | Metair | Northam Platinum | Orion | Pick n Pay | RMB Holdings | Vukile Property...
Pick n Pay looks more like a basket case by the day, with losses increasing rather than improving. RMB Holdings announced an offer by the Atterbury consortium. Vukile Property Fund's local festive numbers look good. Other updates came in from Bidvest, DRDGOLD, Hyprop, Metair, Northam Platinum and Orion Minerals.
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.
