Thursday, June 12, 2025
Tag:

Southern Palladium

Ghost Bites (FirstRand | KAP | Kore Potash | Premier | Southern Palladium | Telkom)

Telkom and Premier released excellent numbers, while KAP got a well-deserved klap from the market. Kore Potash has finally got a funding proposal on the table, but it doesn't come cheap. Southern Palladium is raising money. FirstRand's HSBC deal is a step closer to completion.

Ghost Bites (Bell Equipment | British American Tobacco | Hudaco | Momentum)

Bell Equipment's AGM update is interesting, as is Momentum's capital markets day. British American Tobacco is ahead of expectations this year. Hudaco announced a bolt-on acquisition.

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.

GHOST BITES (AngloGold | Brait | CMH | Gemfields | Glencore | Gold Fields | MTN Nigeria | Oceana | Renergen | Supermarket Income...

Glencore's trading update was punished by the market., while Brait's was rewarded Things look much better at MTN Nigeria. AngloGold and Gold Fields released news on deals. CMH, Gemfields, Oceana, Renergen and Supermarket Income REIT also had important updates.

GHOST BITES (CMH | Purple Group)

CMH is running out of gears in a disrupted automotive industry. Purple Group is now on the right part of the J-curve, evidenced by the latest numbers.

GHOST BITES (Absa | Attacq | Clientele | Homechoice | Hyprop | Sirius Real Estate | Supermarket Income REIT | Vukile)

Important financial updates were released by Absa, Attacq, Clientele, Homechoice, Hyprop and Supermarket Income REIT. Sirius Real Estate sold a property at a solid price and Vukile is buying one in Spain!

GHOST BITES (Harmony Gold | Merafe | Pepkor | Schroder European Real Estate | Super Group | Vodacom)

Harmony is on track to exceed full year production guidance (JSE: HAR) This is what the market likes to see Harmony Gold has updated the market...

GHOST BITES (Capitec | Gemfields | Nampak | Spar | Truworths)

Capitec keeps on pumping. Truworths released awful local numbers. Nampak achieved another turnaround milestone. Spar has gotten rid of Poland at last. Gemfields desperately needs things to improve.
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