Posts Tagged: Sappi
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 Wrap #62 (Sasol | ArcelorMittal | Sappi | Curro | British American Tobacco)
This Ghost Wrap podcast covers three cyclical stocks (Sasol / ArcelorMittal / Sappi) before moving into Curro’s growth challenges and British American Tobacco’s business model.
Ghost Bites (Lesaka Technology | Sappi | Spear REIT | Vodacom)
Lesaka’s losses have narrowed. Sappi has swung from profits into losses. Spear REIT raised equity capital in a private placement. Vodacom’s Please Call Me saga continues.
Ghost Bites (BHP | Kore Potash | Motus | Richemont)
Richemont blew the market away with a positive surprise. Motus’ earnings are way down, but this was expected. BHP has a few production headaches. Kore Potash is still hanging on for that EPC contract.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (AngloGold | Life Healthcare | MultiChoice | Novus | PPC | Primeserv | Sappi | Sephaku | Sibanye-Stillwater | Truworths)
Look out for numbers from AngloGold, MultiChoice, Novus, PPC, Primeserv, Sappi, Sephaku and Truworths. Life Healthcare released the transaction circular and Sibanye announced a deal.
Ghost Bites (Equites Property Fund | MiX Telematics | Brikor | Sappi | Southern Palladium)
Equites is under pressure. MiX Telematics has attracted a suitor. Nikkel bought more of Brikor. Sappi is possibly closing another mill. Southern Palladium released drilling results.
Ghost Wrap #37 (AngloGold | Pan African Resources | Impala Platinum | Mondi | Sappi | Mpact | Spur | Standard Bank)
Get ready to play rock, paper, scissors in this edition of Ghost Wrap. I covered mining and paper stocks, with some sharp results from Spur and Standard Bank as well. Ghost Wrap is brought to you by Mazars.
Ghost Bites (AB InBev | Mondi | Mpact | Sabvest | Sappi | South Ocean | Wesizwe)
It was a big day in the paper and packaging sectors, with numbers from three major players: Mondi, Mpact and Sappi. We also saw results from AB InBev and South Ocean, with ongoing labour issues at Wesizwe.
Ghost Wrap #32 (Spear REIT | Attacq | AngloGold | Brikor | Mondi | Sappi | Telkom | RCL Foods)
Covering eight companies in fewer than eight minutes, this week’s Ghost Wrap covers property, mining, paper and packaging and other industries.
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.
