Tag:
Orion Minerals
Ghost Bites
Ghost Bites (Anglo American – Valterra Platinum | Aspen | Cashbuild | Discovery | Woolworths)
Woolworths takes the fight to Checkers. Discovery is showing excellent growth. Aspen had an awful year. Cashbuild is grinding away. Anglo American is selling the remaining shares in Valterra Platinum.
Ghost Bites
Ghost Bites (Bell Equipment | Bidvest | Blue Label | Brimstone | CA Sales | RCL Foods | Santam | Sea Harvest | Sun...
CA Sales, RCL Foods, Santam and Sea Harvest all released solid numbers. Bidvest, Bell Equipment and Brimstone are struggling to various degrees. Sun International posted a resilient set of numbers. Blue Label has given more details on the Cell C restructure.
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 (Anglo American | BHP | Deneb | Dipula | Harmony Gold)
A busy day for mining saw results come in for BHP, along with the news of Anglo American laughing off the stealmaking coal disposal to Peabody and Harmony Gold getting approval for the copper deal in Australia. Dipula is buying Protea Gardens Mall and several other properties. Deneb is offloading a property.
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.
Unlock the Stock
UNLOCK THE STOCK: Orion Minerals
In the 60th edition of Unlock the Stock, Orion Minerals joined us for the first time to talk about the projects that they are in the process of raising money for and developing in South Africa.
Ghost Bites
Ghost Bites (JSE | Nedbank | Pick n Pay | Shoprite | Telkom)
Pick n Pay is showing positive momentum and Shoprite is doing extremely well, but is it slowing down? Nedbank needs SA growth to pick up. Telkom is a victim of high expectations. The JSE itself is growing earnings despite all the delistings.
Ghost Bites
Ghost Bites (AngloGold | Deneb | eMedia – Remgro | MTN Ghana | Novus – Mustek)
AngloGold Ashanti continues to shine. MTN Ghana adds to the African telco party. eMedia released the Venfin (Remgro) circular. There's another twist in the Novus - Mustek saga. Deneb offloads a property.
