Posts Tagged: Oceana
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 Wrap #67 (Sirius Real Estate | Afrimat | Oceana | PSG Financial Services)
Listen to the show here: The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for
Ghost Bites (BHP | Jubilee Metals | Mantengu Mining | Oceana | Orion Minerals | PSG Financial Services | Sibanye Stillwater | Sun International)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Copper, iron ore and energy coal are on track at BHP (JSE: BHG) The latest update covers the
Ghost Bites (Clientele | Libstar | MC Mining | Montauk Renewables | Oceana | Remgro | York Timber)
Libstar and Oceana released interesting numbers, while York Timber is struggling for profitability. Clientele, Montauk Renewables and Remgro also updated the market. MC Mining gets more juicy by the day as a takeover battle.
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 (Afrimat | Balwin | Clicks | Kibo Energy | Mantengu | Nu-World | Oceana)
Afrimat, Balwin, Clicks, Nu-World and Oceana all released important numbers. Kibo Energy sold shares in MED to raise money. Mantengu has locked in a R500 million equity investor.
Ghost Bites (AfroCentric | AngloGold | Fairvest | Gemfields | Mondi | Oceana | Prosus + Naspers | RFG | Zeder)
Bob van Dijk is out at Prosus. It was a day for food and agriculture updates, with Oceana, RFG and Zeder all weighing in. AfroCentric released earnings. AngloGold and Mondi had M&A news. Gemfields reported on an emeralds auction.
Ghost Bites (Aveng | Alphamin | DRDGOLD | Exxaro | Gold Fields | Master Drilling | Oceana | Sabvest | Standard Bank)
Standard Bank was arguably the biggest story of the day with very high earnings growth. There were several mining updates (Alphamin, DRDGOLD, Exxaro, Gold Fields and Master Drilling), with Aveng, Oceana and Sabvest also in the mix.
Ghost Bites (Equites | Grindrod | Homechoice | Impala Platinum | KAP | Merafe | Rebosis | Resilient | Santam | Trustco)
Not all industrials are performing equally in this environment, like KAP vs. Grindrod. Look out for property news from Equites, Rebosis and Resilient, along with updates from Homechoice, Implats, Merafe, Santam and Trustco.
Ghost Bites (Amplats | Anglo American | Balwin | BHP | Famous Brands | Jubilee Metals | Karooooo | Kumba | Northam Platinum | Telkom | Truworths)
On a huge day of news, we saw several mining updates (with very mixed fortunes), as well as important updates from Truworths and Karooooo among others.
Ghost Bites (Anglo American Platinum | Datatec | Merafe | Oceana | Orion | Richemont | Schroder)
Richemont took a nasty knock based on poor sales in the Americas. Amplats released ugly numbers. Merafe had lower production. Oceana’s US subsidiary refinanced debt. Orion has drawn down on its debt. Updates from Datatec and Schroder as well.
