Posts Tagged: Redefine
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 (Grindrod | Motus | RCL Foods | Redefine | Sasfin | Super Group)
Grindrod, Motus and Super Group led the industrials news for the day, with important numbers coming in from RCL Foods as well. Redefine released a pre-close presentation. There’s very bad news at Sasfin.
Ghost Bites (Accelerate Property Fund | AECI | enX | Exemplar | Hyprop | MTN | Redefine | Sibanye)
Property updates came in from Accelerate, Exemplar, Hyprop and Redefine. AECI and enX gave us industrial sector news, while MTN Rwanda showed us what negative real growth really looks like. Sibanye agreed a wage deal.
Ghost Bites (Jubilee Metals | Markus Jooste | PSG Financial Services | Redefine | Rex Trueform)
Jubilee reported record production but it didn’t help. Markus Jooste got the maximum fine by the JSE. PSG released high quality numbers. Redefine won an arbitration in Poland. Rex Trueform is looking interesting these days.
Ghost Bites (Adcorp | Brikor | Exemplar | Redefine | Steinhoff | Transcend Residential Property Fund | Zeda)
Adcorp got the market excited with news of a special dividend and Zeda took a knock from lack of a dividend. Brikor, Exemplar, Redefine, Steinhoff and Transcend all released updates.
Ghost Bites (Barloworld | DRDGOLD | Eastern Platinum | Orion | Redefine | South32)
There’s great news from the mining sector thanks to DRDGOLD, Orion Minerals and South32. Redefine got a bloody nose from the market. Barloworld and Eastern Platinum also released updates.
Ghost Bites (Accelerate | DRA Global | Grand Parade | Harmony | Implats – Northam – RBPlats | Mondi | MTN | Steinhoff)
Accelerate isn’t accelerating. DRA Global has placed treasury shares. Offer for Grand Parade is fair and reasonable. Harmony closes Eva Copper deal. Implats has one hurdle left. Mondi sells more Russian assets. MTN pre-close update. The show is over at Steinhoff.
Ghost Bites (Aspen | Gold Fields | Hammerson | Murray & Roberts | Redefine)
Aspen closes a EUR1.26bn syndicated loan facility. Yamana Gold’s board changes its recommendation and triggers the break fee. Hammerson’s trading update looks promising. Murray & Roberts pops 17% on news of a sale of Clough. Redefine guides modest growth for FY23.
Ghost Bites Vol 46 (22)
Tiger Brands has decided to see out one more season at its Ashton operation. Tongaat Hulett shareholders got too excited. South32 sold royalties, City Lodge is feeling healthier and there’s a production report from Tharisa, among several other updates!
Ghost Bites Vol 35 (22)
PBT Group released a great trading statement. There are also important earnings updates from Steinhoff and Etion, with news from Tongaat and others as well.
Ghost Bites Vol 34 (22)
Fortress, RECM and Calibre, Sephaku Holdings and several other names featured on a relatively quiet day for market news.
