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Sebata Holdings

Ghost Bites (Accelerate Property Fund | Bytes Technology | Capitec | Sappi)

Accelerate Property Fund has made more progress. Bytes Technology investors must be patient for growth in profits. Capitec has sold its rental finance business to Sasfin. Sappi jumped on positive news about recent trading.

Ghost Bites (Absa | Fortress Real Estate | Gemfields | Harmony | Hudaco | PBT Holdings | Sun International | Sephaku | Resilient |...

A huge day of news saw updates across many sectors on the JSE. Absa, Harmony, Hudaco, PBT Holdings, Sephaku, Resilient REIT and Thungela gave detailed updates. Sun International's revenue is on track. Gemfields is in serious trouble. Fortress had no problem raising the capital.

Ghost Bites (ASP Isotopes | CA Sales | Hyprop | Mantengu | Sappi | Sirius Real Estate)

Hyprop shows that destination shopping can take the fight to eCommerce. ASP Isotopes and Sappi have significant deal news, while Sirius Real Estate and CA Sales are doing the type of deals that those groups are known for. Mantengu is very unhappy with its auditors.

Ghost Bites (Datatec | Heriot REIT | Prosus / Naspers)

Prosus and Naspers have given us a peek at earnings via a trading statement. Datatec has crystallised some of the value in Westcon International, with a special dividend of over R7 billion on the horizon. The Heriot family is injecting more assets into Heriot REIT.

Ghost Bites (Clientèle | Crookes Brothers | KAP | Mantengu | Novus | Vunani | Vodacom – YeboYethu)

KAP got an unexpected boost from the Middle East conflict. Novus has much work to do. Crookes Brothers, Vunani and YeboYethu gave important earnings updates. Clientèle is a step closer to delisting. Mantengu wants to dispose of Blue Ridge Platinum.

Ghost Bites (Alexforbes | Master Drilling | MC Mining | Novus | Trematon)

Alexforbes posts single-digit growth. Master Drilling has declared a dividend based on recent trading conditions. MC Mining is raising debt from two shareholders. Novus has a small earnings decline. Trematon found a buyer for Generation Education.

Ghost Bites (Jubilee Metals | Old Mutual | Wesizwe Platinum)

Old Mutual has some bright spots, but is still a sideways story overall. Jubilee Metals is successfully through its maintenance shutdown. Wesizwe Platinum's Bakubung Minerals will shed nearly 500 jobs.

Ghost Bites (Altron | Datatec | Gold Fields | Lesaka Technologies | Life Healthcare | Sappi | Southern Sun)

Altron, Datatec, Gold Fields, Lesaka Technologies and Southern Sun all have good news stories to tell. The same certainly can't be said for Sappi, where shareholders are facing disaster. At Life Healthcare, the latest period was a disappointment for the market.