Tag:
Renergen
Ghost Bites
Ghost Bites (Alexander Forbes | Ethos Capital | Gemfields | Nutun | Renergen | Sasol | Stefanutti Stocks)
Renergen laughs in the face of cautionary announcement good practice with the ASP Isotopes offer. Sasol's capital markets day is worth a look. Numbers came in from Alexander Forbes, Ethos Capital, Nutun and Stefanutti Stocks. Gemfields released the prospectus for the rights offer.
Ghost Bites
Ghost Bites (Adcorp | Astral Foods | Famous Brands | Netcare | Prosus – Naspers | Renergen | Tharisa | Vodacom)
An interesting day of news saw numbers come in from Adcorp, Astral Foods, Famous Brands, Netcare, Renergen, Tharisa and Vodacom. Prosus has moved ahead with the all-cash offer for Just Eat Takeaway.com.
Ghost Bites
GHOST BITES (Gold Fields | Mantengu Mining | Metrofile | MTN Rwanda)
Gold Fields had a strong start to the year, but the JV with AngloGold in Ghana is off the table. MTN Rwanda grew ahead of inflation. Metrofile's potential suitor is doing a due diligence. Mantengu released a strange trading statement.
Ghost Bites
GHOST BITES (AngloGold | Brait | CMH | Gemfields | Glencore | Gold Fields | MTN Nigeria | Oceana | Renergen | Supermarket Income...
Glencore's trading update was punished by the market., while Brait's was rewarded Things look much better at MTN Nigeria. AngloGold and Gold Fields released news on deals. CMH, Gemfields, Oceana, Renergen and Supermarket Income REIT also had important updates.
Ghost Bites
GHOST BITES (ASP Isotopes | Delta Property Fund | Finbond | Impala Platinum | Merafe – Glencore | Renergen | YeboYethu)
ASP Isotopes is an exciting new JSE listing. Implats, Merafe-Glencore and Renergen gave mining sector updates. Finbond wants to raise up to R2bn in preference shares. YeboYethu enjoyed a higher Vodacom share price. Delta Property Fund sold a property.
Ghost Bites
GHOST BITES (Anglo American | Choppies | Life Healthcare | Murray & Roberts | Renergen | Tharisa | Trematon)
Renergen scored an initial victory against Springbok Solar. Murray & Roberts is indeed a doughnut. Anglo's deal with Peabody is under fire. Life Healthcare has complex numbers. Tharisa's production came under pressure. Trematon's capital allocation looks off to me. Choppies is selling Choppies Zimbabwe.
Ghost Bites
GHOST BITES (iOCO | Kore Potash | Renergen)
iOCO (previously EOH) has made strong progress in its margins. Kore Potash has suffered a wobbly with funding plans, but hopefully only a small one. Renergen released a quarterly update.
Ghost Bites
GHOST BITES (ArcelorMittal | Choppies | Libstar | OUTsurance | Renergen | SA Corporate | Thungela | York Timbers)
Renergen has finally filled a helium container. OUTsurance released exceptional numbers. Thungela is buying out the Australian minorities. Libstar released poor numbers. Look out for ArcelorMittal, Choppies, SA Corporate Real Estate and York Timbers as well.
