Posts Tagged: Orion Minerals
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 (British American Tobacco | Burstone | De Beers | EOH | Growthpoint | Hyprop | Momentum | Orion | Quantum Foods | The Foschini Group)
Growthpoint and Hyprop both suffered a dip in earnings, but only one suspended dividends. Look out for British American Tobacco, Burstone, De Beers, EOH, Momentum, Orion, Quantum Foods and The Foschini Group as well.
Ghost Bites (Aveng | Barloworld | BHP | Blue Label Telecoms | 4Sight | KAP | MC Mining | Nampak | Renergen | South32)
A busy day of news in the mining sector saw BHP, MC Mining and South32 releasing updates, along with Renergen and Barloworld with broader energy exposure. Look out for Aveng, Blue Label, 4Sight, KAP and Nampak as well.
Ghost Bites (AVI | Bowler Metcalf | Cashbuild | Clicks | Jubilee Metals | Karooooo | Woolworths)
AVI, Cashbuild, Clicks and Woolworths all gave us insights into the state of South African consumers and where they are spending money. Karooooo released important quarterly numbers.
Ghost Bites (AEEI | RMB Holdings | Sea Harvest | Thungela)
AEEI is profitable without AYO Technology. RMB Holdings is paying another special dividend. Sea Harvest is on the acquisition trail. Thungela is doing better in Australia than expected.
Ghost Bites (Castleview | Copper 360 | Hudaco | Huge Group | Hyprop | Lewis | Lighthouse | Mahube | Purple Group | Reinet | Resilient | Salungano | Spar)
On another busy day of news, we saw Lewis and Spar as the important retail stores, with Purple Group announced results as well. There were numerous other updates as well, including an acquisition by Hudaco.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (ArcelorMittal | Attacq | Bidvest | Delta Property | Impala Platinum | Nampak | RH Bophelo | Stefanutti Stocks | Vodacom – Remgro fibre)
This was a day of mostly bad news, not least of all the tragedy at Impala Platinum. There are job losses at ArcelorMittal, disappointing numbers at Bidvest and shocking losses at Nampak.
Ghost Bites (Afine | AH-Vest | Alphamin | Frontier Transport Holdings | MiX Telematics | MTN | PPC | Sanlam)
Aside from the big guns like Sanlam, PPC and MTN, there were various updates from smaller (but still interesting) players on the local market.
Ghost Bites (Barloworld | Bidcorp | Capital Appreciation | Dipula Income Fund | Glencore | Netcare | Novus | Santam | Sibanye-Stillwater | Stor-Age | Trematon | Tsogo Sun)
On a very busy day of trading statements, important earnings updates came in from a wide variety of JSE-listed companies.
Ghost Bites (AB InBev | Astral | BHP | Impala Platinum | Renergen | Sable Exploration and Mining | Sasfin | Woolworths)
On an exceptionally busy day of news, major updates came in from AB InBev, Astral Foods, Impala Platinum, Renergen, Sasfin and Woolworths.
