Posts Tagged: Randgold & Exploration Company
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 (Finbond | KAP | Murray & Roberts | Northam Platinum | Truworths)
Truworths released poor numbers. Something seems to be brewing at Finbond. Most of KAP’s businesses are underperforming. Murray & Roberts and Northam Platinum gave themselves more balance sheet flexibility.
Ghost Bites (Blue Label Telecoms | Curro | DRDGOLD | Jubilee Metals | RCL Foods | Sabvest | Sibanye-Stillwater | Spur)
Look out for important earnings updates from Blue Label Telecoms, Curro, DRDGOLD, RCL Foods, Sabvest and Spur, along with corporate updates from Jubilee Metals and Sibanye-Stillwater.
Ghost Bites (Ascendis | Bell Equipment | Emira | Heriot | Renergen | RMB Holdings | Workforce | York Timber)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Ascendis swings sharply into the green (JSE: ASC) You do need to read carefully for the once-offs though
Ghost Bites (Ascendis | Barloworld | EOH | Master Drilling | Nampak | Salungano | Spar | Tharisa | Vukile)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Ascendis is making profits again (JSE: ASC) The market will consider this in weighing up the offer for
Ghost Bites (Clientele | Fortress | Hammerson | Impala Platinum | Nampak | Sanlam | Santam | Truworths)
This is a good day to learn about how the new insurance accounting standard is distorting earnings. Also look out for property, mining and retail updates, along with Nampak pricing its rights offer.
Ghost Bites (Astoria | Bytes | CA Sales | Calgro | OUTsurance | Nampak | Master Drilling | RFG Holdings | Transaction Capital)
Astoria has a story to tell, as do CA Sales Holdings and Master Drilling. There are also important updates from Calgro, OUTsurance, Nampak, RFG Holdings and Transaction Capital.
Ghost Bites (British American Tobacco | Rebosis | Thungela)
British American Tobacco needs to keep increasing prices because volumes are falling. Rebosis issued a business rescue and operational update. Transnet keeps letting Thungela down.
Ghost Bites Vol 72 (22)
Fortress has confirmed that it is engaging with the JSE about the pending loss of REIT status. Financial updates came in from Adcock Ingram, Exxaro, Curro, Grindrod, Grindrod Shipping, Caxton, Blue Label and more.
Ghost Bites Vol 30 (22)
Important updates from Novus, Capital & Counties, Glencore, BHP and others. There are also director dealings at Equites that you should read about.
