Tag:
Renergen
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.
Ghost Bites
GHOST BITES (Copper 360 | Sappi | Sasol | Sea Harvest | Sirius Real Estate)
Sasol's earnings are down, which isn't a surprise. Sappi had a strong quarter but the next one won't be nearly as good. Sea Harvest's adjusted HEPS is slightly down. Sirius bought another property. Copper 360 has moved to hard rock.
Ghost Bites
GHOST BITES (Attacq | AVI | Rainbow Chicken | Renergen | Shoprite | Tiger Brands | Woolworths)
Attacq saw the two-pot benefit at the end of 2024. Woolworths didn't, with another poor apparel performance. Shoprite remains a growth juggernaut. AVI extracted profit growth from muted revenue growth. Rainbow Chicken's profits are much higher. Tiger sold out of Chile. Renergen issued shares at depressed prices.
Ghost Wrap
GHOST WRAP – Five Insights from December 2024
This Ghost Wrap podcast and transcript brings you insights from December 2024 on Italtile, Prosus, Renergen, Metair and Bell Equipment.
Ghost Bites
GHOST BITES (African Rainbow Capital | Boxer – Pick n Pay | Labat Africa | Nedbank | Renergen | Sabvest | South32 | Thungela)
African Rainbow Capital released a portfolio update. Nedbank and Thungela gave important pre-close updates. There's also news from Boxer, Renergen, Sabvest, South32 and Labat Africa
