Tag:
Sephaku Holdings
Ghost Bites
Ghost Bites (African Rainbow Minerals | Datatec | Emira | Hyprop | Jubilee Metals | Master Drilling | RCL Foods | Remgro | Sephaku...
RCL Foods is betting on pets. Remgro is going ahead with the Mediclinic deal. Datatec is growing strongly. In property, we saw news from Emira and Hyprop. African Rainbow Minerals is investing further in copper, while Jubilee's copper EBITDA has at least swung positive. Master Drilling had a reasonable year. Sephaku Holdings needs more infrastructure spend to come through.
Ghost Bites
Ghost Bites (DRDGOLD | MC Mining | Pepkor | Shoprite | Vukile)
Pepkor and Shoprite have shown us what success in retail looks like. Vukile is acquiring a property in Spain. DRDGOLD agreed a multi-year wage deal, but it comes at a cost. MC Mining is suspending operations at Uitkomst Colliery to preserve cash.
Ghost Bites
Ghost Bites (ASP Isotopes | Dipula Properties | Exxaro | Glencore | Sibanye-Stillwater | Woolworths)
The Woolworths trading update shows that South Africa is way outperforming Australia (as usual). Dipula Properties is another helpful retail data point. Glencore and Sibanye-Stillwater released important mining updates. Exxaro is finalising its manganese deal. ASP Isotopes is making progress with Renergen's assets.
Ghost Bites
Ghost Bites (Bidcorp | Dipula Properties | Emira Property Fund | Gold Fields | Harmony Gold | PBT Holdings | Purple Group | RFG...
Bidcorp and Woolworths released encouraging numbers. Purple is charging up the J-curve. Gold Fields hosted a capital markets day, while Harmony Gold's numbers showed why they are lagging behind. Look out for Dipula and Emira in property, along with PBT Holdings, RFG Holdings, RMB Holdings and Stefanutti Stocks on a busy day of news.
Ghost Bites
GHOST BITES (ArcelorMittal | Sabvest)
ArcelorMittal is still winding down the long steel business. Sabvest had a particularly good year in 2024, with NAV growth well above recent averages.
Ghost Wrap
Ghost Wrap #72 (KAP | Sephaku Holdings | ArcelorMittal | Nampak)
Get the latest on KAP's performance, Sephaku's positioning for the GNU Dawn, ArcelorMittal as a risky (but interesting) punt and Nampak as a turnaround story that is on a solid footing.
Ghost Bites
Ghost Bites (Anglo American – BHP | Finbond | Impala Platinum | Invicta | Oasis Crescent | Reinet | Renergen | Sibanye-Stillwater)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Anglo American's board rejects the BHP proposal (JSE:...
Ghost Wrap
Ghost Wrap #29 (PPC | Sephaku Holdings | Naspers + Prosus | Spar | Alexander Forbes | Glencore | MultiChoice | Telkom)
From cement and technology through to retail and financial services, it's all here in Ghost Wrap. Brought to you by Mazars, this is the most efficient way to stay up to date on local company news.
