Tag:
RFG Holdings
Ghost Bites
Ghost Bites (Fairvest | Mantengu | Premier Group – RFG Holdings)
Premier and RFG Holdings shareholders gave a resounding approval to the deal that will combine the groups. Fairvest is investing deeper in township fibre. Mantengu has commissioned the second chrome processing plant.
Ghost Bites
Ghost Bites (Crookes Brothers | Mahube Infrastructure | Mantengu | PBT | Premier – RFG | Quantum Foods)
Quantum Foods had one of its best periods in a decade. Mantengu has a lot to do in the second half of the year. PBT Holdings unlocked strong margin gains. Crookes Brothers is a reminder of how tough agri is, while Mahube Infrastructure proves that renewables aren't easy either.
Ghost Bites
Ghost Bites (Blu Label – Cell C | Hammerson | Sea Harvest | Sirius Real Estate | SPAR)
Cell C's IPO fell short on pricing. SPAR's difficult turnaround continues. Sea Harvest is selling Ladismith Cheese. Hammerson bought a UK property and Sirius Real Estate closed an acquisition in Germany.
Ghost Bites
Ghost Bites (Burstone | Life Healthcare | Momentum | NEPI Rockcastle | RFG Holdings | Southern Sun)
Momentum goes from strength to strength. Southern Sun has great occupancy, but cost pressures are evident, Life Healthcare is complex, but growing. NEPI Rockcastle and Burstone are doing all kinds of exciting things, yet earnings growth is relatively tame. RFG Holdings was dragged down by the International segment.
Ghost Bites
Ghost Bites (Brait | Cell C | Italtile | Premier – RFG Holdings | Sanlam)
Cell C's offer is open to qualifying shareholders. Brait is enjoying a strong lift at Virgin Active. Premier - RFG have released their merger circular. Italtile is still struggling. Sanlam's numbers are going to become trickier to interpret.
Ghost Bites
Ghost Bites (Bidcorp | Dipula Properties | Emira Property Fund | Gold Fields | Harmony Gold | PBT Holdings | Purple Group | RFG...
Bidcorp and Woolworths released encouraging numbers. Purple is charging up the J-curve. Gold Fields hosted a capital markets day, while Harmony Gold's numbers showed why they are lagging behind. Look out for Dipula and Emira in property, along with PBT Holdings, RFG Holdings, RMB Holdings and Stefanutti Stocks on a busy day of news.
Ghost Bites
Ghost Bites (AngloGold | AVI | Barloworld | Copper 360 | Premier Group | Santam | Stor-Age)
AngloGold is cashing in while the gold price is high. AVI, Premier Group and Santam are enjoying strong results. Stor-Age is dependable, but needs to be careful of the UK. Barloworld's earnings continue to drop. Copper 360's capital raise is imminent.
Ghost Bites
Ghost Bites (Anglo American | Attacq | Ethos Capital | Hyprop | Libstar | Premier Group | RFG Holdings)
Libstar might be headed for the exit. Attacq released excellent results and Hyprop's dividend nearly managed double-digit growth. Premier's earnings are expected to be much higher. RFG Holdings is struggling with weak demand. Anglo American is pushing deeper into copper. Ethos Capital flagged strong growth.
