Tag:
Santova
Ghost Bites
Ghost Bites (Astoria | Collins Property | Glencore | Jubilee Metals | Quilter | Sirius Real Estate)
Glencore needs a big second half. Sirius Real Estate has done more deals, as has Collins Property. Quilter's dividend has grown much faster than earnings. Jubilee Metals guides for a big 2026 in copper. Astoria's NAV took a significant knock from diamonds.
Ghost Bites
Ghost Bites (Accelerate Property Fund | AECI | Astoria | Brimstone | Glencore | Orion Minerals)
Glencore's production update shows a nasty drop in own sourced copper. AECI's turnaround is making good progress. Brimstone has been boosted by Sea Harvest. Accelerate Property Fund remains highly speculative. Orion Minerals released a quarterly report. Astoria is reducing its stake in OIH.
Ghost Bites
Ghost Bites (Boxer | Greencoat | Kumba Iron Ore | Shaftesbury)
Boxer's performance has accelerated despite negative food inflation. Kumba Iron Ore's self-help strategies are paying off. Shaftesbury is partying it up in London's West End. Greencoat wishes there was more wind.
Ghost Bites
Ghost Bites (Hyprop | Primary Health Properties – Assura | Trellidor)
Hyprop has sold a 50% share in Hyde Park Corner for R805 million, but what will they do with the money? Trellidor has sold Taylor Blinds and NMC South Africa for a solid price. Primary Health Properties shareholders love the Assura deal.
Ghost Bites
Ghost Bites (AECI | African Rainbow Minerals | ArcelorMittal | Barloworld | Exxaro | Goldrush | Invicta | Lesaka | Lighthouse | MAS |...
An exceptionally busy day of news saw financial updates from AECI, Exxaro, Goldrush, Invicta, Lighthouse, MAS, Resilient, Spear REIT and Sephaku. News of corporate actions came through from African Rainbow Minerals, ArcelorMittal, Barloworld and Lesaka Technologies.
Ghost Bites
Ghost Bites (4Sight | Argent Industrial | Growthpoint | Hyprop | Schroder European Real Estate | Sirius Real Estate | Thungela)
A busy day for property saw updates from Growthpoint, Hyprop, Schroder European Real Estate and Sirius Real Estate. We also saw financial updates from 4Sight, Argent Industrial and Thungela.
Ghost Bites
Ghost Bites (4Sight | Alexander Forbes | Aveng | Barloworld | Lighthouse | Oceana | Omnia | PPC | Santova)
PPC's turnaround looks pretty spectacular, while Alexander Forbes and small cap 4Sight are both doing well. Lighthouse raised R400m in equity. Santova gave loads of details around its strategy. Aveng and Oceana are having tough times. Omnia is flat overall. Barloworld got the green light from the Competition Commission.
Ghost Bites
Ghost Bites (Fairvest | Fortress | Mr Price | MAS | Spear REIT | The Foschini Group)
Mr Price and The Foschini Group reported important numbers in the clothing and homeware sector. In property, we saw numbers from Fairvest and Fortress, while Spear REIT raised cash and MAS saw an improved indicative offer from PK.
