Posts Tagged: Safari Investments
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 (AECI | African Rainbow Minerals | Cashbuild | Harmony Gold | KAP | Kibo | Life Healthcare | MultiChoice | Primary Health | Standard Bank | Texton | Woolworths)
Today was one of those days on the JSE that featured a vast array of company updates, covering just about every sector you can think of.
Ghost Bites (Argent Industrial | MiX Telematics | Pepkor | Shoprite | Transaction Capital)
Shoprite is still shooting the lights out. Pepkor released decent numbers. Transaction Capital is serious about unbundling WeBuyCars. Look out for Argent and MiX Telematics as well.
Ghost Bites (AH-Vest | Burstone | Emira | Investec | Life Healthcare | NEPI Rockcastle | Safari | Southern Sun | Trellidor)
Important news came in from the likes of Burstone, Emira, Investec, Life Healthcare and NEPI Rockcastle, just to name a few.
Ghost Bites (Ascendis | Ethos Capital | Grand Parade | Old Mutual | Rebosis | York Timber | Wesizwe Platinum)
Ascendis may go private, but don’t get excited. Brait is letting Ethos down. Grand Parade is focused on gaming. Old Mutual on the wrong end of savings culture. Rebosis sells properties at a discount. York gives tighter guidance. Wesizwe is in serious trouble.
Ghost Bites (Attacq | Invicta | RMB Holdings | Sappi | Wesizwe)
Attacq has agreed binding terms for the Waterfall deal with the GEPF. Invicta’s odd-lot is going ahead. RMB Holdings is fighting with Atterbury. Trouble in Germany for Sappi and right here at home for Wesizwe.
Ghost Bites (AECI | Argent Industrial | Crookes Brothers | Kibo Energy | MAS | Remgro | Safari Investments)
AECI and Argent are having two different experiences offshore. Crookes released awful results. MAS and Safari are doing well in the property sector. Kibo is still in build phase. Remgro released results for Mediclinic.
Ghost Bites (Afrimat | BHP | Choppies | Steinhoff)
Although there were only a handful of stories on the JSE on Thursday, there was big news from Steinhoff and Afrimat got a few tongues wagging in the market. BHP made costly HR errors and Choppies needs equity.
Ghost Bites (Absa | Advanced Health | Bell Equipment | Capital Appreciation | Kore Potash | OUTsurance | Renergen | Tongaat Hulett)
On an intensely busy Friday of JSE news, there was everything from a new B-BBEE deal at Absa through to earnings news from Bell, Caprec and Kore Potash. OUTsurance and Advanced Health are doing deals in Australia. Renergen and Tongaat also released updates.
Ghost Bites (ADvTECH | African Rainbow Capital | AngloGold and Gold Fields | Ascendis | BHP | Caxton | Exxaro | Hyprop | Investec | Libstar | PPC | Sabvest)
Sabvest beats ARC. Anglo and Gold Field want to create the biggest gold mine in Africa. ADvTECH, Caxton, Exxaro, Hyprop and Investec all released positive numbers. BHP has legal headaches. Ascendis is still loss making and PPC is under pressure.
Ghost Bites (AngloGold | Bidcorp | Choppies | Coronation | Grindrod | Sasfin | Standard Bank)
AngloGold tanks further. Bidcorp releases great numbers. Choppies is struggling. Coronation quantifies the tax dispute. Grindrod grows strongly. Sasfin keeps disappointing vs. Standard Bank doing well.
