Posts Tagged: Northam Platinum
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 (MTN | Northam Platinum)
MTN’s profits have been decimated by the devaluation of the naira. At Northam Platinum, there’s an interim dividend despite a collapse in HEPS and a focus on liquidity,
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
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 Wrap #59 (Merafe | Pick n Pay | Frontier Transport | Tharisa + Northam Platinum)
In the first Ghost Wrap podcast of 2024, I covered the latest from Merafe, Pick n Pay, Frontier Transport and PGM duo Tharisa and Northam Platinum.
Ghost Bites (Metair | Northam)
Metair has appointed a new CEO to help stabilise the company after a terribly unlucky period. Northam has significantly increased production, especially in third party purchases.
Ghost Bites (Jubilee Metals | Markus Jooste | PSG Financial Services | Redefine | Rex Trueform)
Jubilee reported record production but it didn’t help. Markus Jooste got the maximum fine by the JSE. PSG released high quality numbers. Redefine won an arbitration in Poland. Rex Trueform is looking interesting these days.
Ghost Bites (Capitec | Caxton | Curro | Hammerson)
Capitec’s trading statement was the news of the day, with Caxton’s results also a focus area. Curro has layered sustainability metrics onto existing funding and Hammerson is also making balance sheet changes.
Ghost Bites (ADvTECH | CA Sales Holdings | Cognition | Italtile | Murray & Roberts)
ADvTECH put on a masterclass in operating leverage and CA Sales Holdings is also flying. The exact opposite is true at Murray & Roberts. Italtile is struggling in this environment. Cognition released a trading statement.
Ghost Bites (AngloGold | Capital & Regional | Grindrod | Northam Platinum | STADIO)
Grindrod and STADIO released really good numbers. Northam Platinum gave full details on impairments. AngloGold put a mine on care and maintenance. Growthpoint took a big piece of the Capital & Regional equity raise.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
