ASP Isotopes' quarterly results show how early the company is on its journey. HEPS falls sharply at RCL Foods. Another blow for SPAR as the chairman and deputy chair step down. Thungela banked excellent profit growth in H1.

The latest Truworths results show why I don't have a position in the stock. Rainbow Chicken's numbers are as volatile as ever, with HEPS more than doubling in the latest period!

Harmony Gold, Growthpoint, OUTsurance and Rainbow Chicken were the big names releasing results on the day. Alphamin could have a strong year in 2026. Metair is still struggling. HCI and Deneb are selling non-core properties. Supermarket Income REIT is a game of inches.

Rainbow Chicken's earnings have doubled, while Sea Harvest's earnings have quadrupled! Vodacom is making hay while the sun is shining in Egypt. Sappi is trading at COVID and GFC levels and expects more pressure on earnings in the next quarter.

Rainbow Chicken's results for the year ended June reflect delivery of the strategy as intended, with revenue up 9% and HEPS more than tripling year-on-year.

We are now firmly in earnings season, with numbers from Harmony, Impala Platinum, KAP, Libstar, Rainbow Chicken, Sibanye, South32, STADIO, Trellidor and Truworths. Important updates also came in from Altron, Equites Property Fund and Metrofile.

Rainbow Chicken's HEPS has jumped sharply, while Impala Platinum's earnings have plummeted and Italtile has come in pretty flat. MTN Uganda remains a star in Africa. Gemfields found a buyer for Faberge. Powerfleet's numbers are still very messy due to acquisitions.

Rainbow Chicken is definitely the good news story of the day, with Putprop also moving in the right direction. African Rainbow Minerals is getting dragged down by PGMs. Exxaro has been impacted by cost pressures.