Wednesday, September 10, 2025
Tag:

Sasol

Ghost Bites (Altron | Equites | Harmony | Impala Platinum | KAP | Libstar | Metrofile | Rainbow Chicken | Sibanye-Stillwater | South32 |...

We are now firmly in earnings season, with numbers from Harmony, Impala Platinum, KAP, Libstar, Rainbow Chicken, Sibanye, South32, STADIO, Trellidor and Truworths. Important updates also came in from Altron, Equites Property Fund and Metrofile.

Ghost Bites (ADvTECH | Clientele | Fairvest | Harmony | Hulamin | Italtile | Momentum | Sasol)

Fairvest's capital raise is a sign of frothiness creeping back into the property sector. ADvTECH, Clientele and Momentum released excellent numbers. Sasol's debt reduction and free cash flow got the market excited. Harmony didn't capitalise on gold price opportunities. Italtile posted resilient numbers, while Hulamin's performance was poor.

Ghost Bites (ADvTECH | Jubilee Metals | Merafe | Primary Health Properties – Assura | Sasol | Sirius Real Estate | Weaver)

Sasol's trading statement got the market excited, while Weaver's numbers got me excited! Primary Health got the Assura deal across the line. Sirius Real Estate has done a large deal in the UK. ADvTECH put out strong numbers, while Merafe is really struggling. Jubilee Metals sent out the circular for the PGM and chrome disposal.

Ghost Bites (Adcock Ingram | MAS – Hyprop | Reinet | Sasol)

Sasol closed 6% lower after a production update and trading statement. Adcock Ingram rallied after a cautionary. Reinet's NAV moved lower as expected. MAS has called the meeting that was demanded by institutional shareholders.

Ghost Bites (Bytes Technology | Castleview | Goldrush | KAP – Sasol | Sun International)

Bytes Technology shed nearly a third of its value based on the AGM update. Sun International walks away from the Peermont deal. KAP is fighting with Sasol over ethylene supply. Goldrush responds to the noise around the National Lottery Licence. Castleview raises R200m.

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 (Accelerate Property Fund | Assura – Primary Health | AYO Technology | Finbond | ISA Holdings | Nampak | Powerfleet | Quantum...

Nampak's turnaround continues. Quantum Foods had a much better period. Sasol Oil will be paid billions by Transnet. Primary Health's bid is making Assura think. Accelerate Property Fund, AYO Technology, Finbond, ISA Holdings and Powerfleet also had updates.

Ghost Bites (Alexander Forbes | Ethos Capital | Gemfields | Nutun | Renergen | Sasol | Stefanutti Stocks)

Renergen laughs in the face of cautionary announcement good practice with the ASP Isotopes offer. Sasol's capital markets day is worth a look. Numbers came in from Alexander Forbes, Ethos Capital, Nutun and Stefanutti Stocks. Gemfields released the prospectus for the rights offer.
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