Tag:
Primary Health Properties
Ghost Bites
Ghost Bites (Accelerate Property Fund | ASP Isotopes – Renergen | Assura – Primary Health Properties | MAS | Thungela)
The MAS board has confirmed that the Prime Kapital bid is legally valid. Accelerate Property Fund is a complex speculative play. Thungela's earnings have plummeted. The Assura - Primary Health offer is in its final stages. ASP Isotopes will list later this month.
Ghost Bites
Ghost Bites (ADvTECH | Blue Label Telecoms | Metair | MTN | RCL Foods | Sappi | The Foschini Group)
The market didn't like The Foschini Group's update, but Metair and MTN were a hit. RCL Foods had a rough second half. Sappi remains a rollercoaster ride. ADvTECH is buying another school. Blue Label is playing its cards close to its chest.
Ghost Bites
Ghost Bites (Astoria | Collins Property | Glencore | Jubilee Metals | Quilter | Sirius Real Estate)
Glencore needs a big second half. Sirius Real Estate has done more deals, as has Collins Property. Quilter's dividend has grown much faster than earnings. Jubilee Metals guides for a big 2026 in copper. Astoria's NAV took a significant knock from diamonds.
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 (FirstRand | Gold Fields | Impala Platinum | MAS | Mpact | MultiChoice | Weaver Fintech)
MAS shareholders have a Prime Kapital offer to chew on. Gold Fields' HEPS more than tripled, but Impala Platinum's earnings dropped. Mpact needs a big second half. Weaver Fintech is flying. FirstRand's share price overhang seems to be gone. MultiChoice is restructuring Phuthuma Nathi's stake.
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.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Sea Harvest | Spear REIT | Valterra Platinum)
It's all eyes on the second half at Valterra Platinum. Sea Harvest's numbers are even better than previously guided. Spear REIT announced another acquisition. Accelerate Property Fund received reasonable support for the rights offer.
Ghost Bites
Ghost Bites (Anglo American | Kumba Iron Ore | Primary Health Properties)
Anglo American's focus on copper and iron ore might be helpful, but De Beers is just getting worse by the day. Kumba Iron Ore is enjoying better service from Transnet. Primary Health Properties released solid numbers that could get the Assura deal across the line.
