Tag:

Pepkor

Ghost Bites (Grindrod | Impala Platinum | Shoprite)

The market celebrated the latest numbers at Shoprite. Grindrod went the other way, with flat HEPS in the latest period. There's a wild move in Impala Platinum's earnings.

Ghost Bites – Consumer Stocks (AB InBev | AVI | British American Tobacco | Woolworths)

AB InBev has been lucrative for investors this year, while British American Tobacco has met expectations. AVI had a tough second half, with only the fish to keep them sane. At Woolworths, even business class shoppers have taken a knock.

Bumper Ghost Bites Edition (African Rainbow Minerals | Anglo American | Cashbuild | Fairvest | Kumba Iron Ore | Mr Price | Pepkor |...

In this edition of Ghost Bites: African Rainbow Minerals to invest heavily in two South African projects Anglo American needs a strong second half in copper Cashbuild's...

Ghost Bites (Clientèle | Crookes Brothers | KAP | Mantengu | Novus | Vunani | Vodacom – YeboYethu)

KAP got an unexpected boost from the Middle East conflict. Novus has much work to do. Crookes Brothers, Vunani and YeboYethu gave important earnings updates. Clientèle is a step closer to delisting. Mantengu wants to dispose of Blue Ridge Platinum.

Ghost Bites (Araxi | Jubilee Metals)

Araxi investors have been reminded of the lumpiness of the business, as FY26 could only manage a flat dividend for various reasons. Jubilee Metals is ramping up the Molefe Mine.

Ghost Bites (Coronation | Datatec | eMedia | Frontier Transport | HCI | Pepkor | Santova | Stefanutti Stocks | Tsogo Sun | Zeda)

On another ultra busy day of earnings, we saw a positive update from HCI despite pressure in other names in the stable (eMedia / Frontier Transport / Tsogo Sun). Pepkor is my pick in the clothing sector and Zeda is working out well for me. Coronation, Datatec, Santova and Stefanutti Stocks all joined the fray.

Ghost Bites (Gold Fields | Discovery – Growthpoint)

Gold Fields' HEPS more than doubled in 2025 as the gold sector continues to print cash. Discovery and Growthpoint have announced a deal for the Discovery head office - is it possible that they are both winners in the transaction?

Ghost Bites (Datatec | Glencore | Harmony Gold | Hyprop | Impala Platinum | Mpact | The Foschini Group | RCL Foods | Southern...

The Foschini Group released an ugly set of numbers, while Hyprop confirmed an important retail trend. Southern Sun has locked in a great deal. There are mining updates from Glencore, Harmony Gold and Impala Platinum. 377 jobs are on the line at Mpact. At RCL Foods, the sugar industry is hurting them. Super Group is on the wrong end of the UK automotive sector. Zeder is finally selling Zaad. Datatec announced a bolt-on acquisition.