Posts Tagged: Sirius
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 Bites (MC Mining | MultiChoice | Sasol | Sirius)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Goldway has declared its MC Mining offer unconditional (JSE: MCZ) There is yet another twist in this tale
Ghost Bites (Balwin | Burstone | CA Sales Holdings | Datatec | Metair | Momentum | Old Mutual | PPC | SA Corporate | Sasfin | Sirius)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Balwin is really struggling in this environment (JSE: BWN) Apartment sales have plummeted This isn’t a good time
Ghost Bites (Astral Foods | Barloworld | Brikor | FirstRand | Naspers + Prosus | Netcare | Omnia | PPC | Sirius | Stefanutti Stocks)
Look out for important earnings updates from several large companies, including the likes of Barloworld, FirstRand and Netcare. Sirius is tapping the market for capital.
Ghost Bites (Anglo American | Ellies | Newpark REIT | PSG Financial Services | Sirius | Tharisa | Transcend – Emira | Trustco)
Anglo gives details on the crop nutrients business. Ellies delays the circular (again). Newpark and PSG both releases strong numbers. Sirius recycled capital. Tharisa updated the market on Karo. Transcend shareholders approved the deal. Trustco is doing Trustco things.
Ghost Bites (Aveng | BHP | Bidvest | Murray & Roberts | NEPI Rockcastle | Spur | WBHO | Wesizwe | Woolworths)
On a busy day of news, we saw construction come through strongly alongside property, industrials, retail and of course the joy of hamburgers and waffles.
Ghost Bites (Anglo American | ArcelorMittal | Hammerson | Liberty Two Degrees | Sirius | Spur | Super Group | Trustco)
Anglo and ArcelorMittal are reminders of how commodity cycles work. Hammerson is paying a divi and Liberty Two Degrees is being taken private. Spur buys Doppio. Great numbers from Super Group. Trustco announces the Meya deal. Sirius recycles capital.
Ghost Bites (Capital Appreciation | Fortress | Mondi | Oceana | Rebosis | Sirius | Sygnia)
Oceana arguably got the most attention on Monday, with Mondi and Sygnia also releasing important updates. Look out for Capital Appreciation, Fortress and Sirius as well.
Ghost Bites (Afine | Capital Appreciation | Copper 360 | Fairvest | Huge | Impala Platinum | Mahube Infrastructure | Nampak | Sirius | Spar | Tongaat Hulett)
Wednesday was a busy day of news on the local market, ranging from Spar as the latest retail victim through to deal news at Implats and questionable valuations at Huge. There were many other announcements.
Ghost Bites (Crookes Brothers | Hudaco | Huge Group | Invicta | Momentum Metropolitan | Pepkor | Primeserv | Sirius | Tiger Brands | Trustco)
Pepkor and Tiger demonstrated the pain in lower income consumer groups in South Africa. Crookes announced a major deal, as did Hudaco. Other updates came from Huge, Invicta, Momentum, Primeserv, Sirius and Trustoco.
Ghost Bites (AH-Vest | Altron | Brikor | Investec Property Fund | Sirius)
Altron releases a tough trading update with questionable adjustments. Investec Property Fund gives details of the ManCo internalisation. AH-Vest and Sirius released earnings updates and Brikor is a step closer to a mandatory offer.
