Posts Tagged: Spur
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 (AB InBev | Choppies | Ellies | FirstRand | Fortress | Grindrod Shipping | Hammerson | Implats | Murray & Roberts | Pepkor | Sanlam | Santam | Shaftesbury | South32 | Spur | Truworths)
On another absolute monster of a day of news for JSE-listed companies, you’ll find results from companies across multiple sectors.
Ghost Wrap #57 (British American Tobacco | Absa + Nedbank | Transaction Capital | Spur | Murray & Roberts)
Going into more detail than usual this week, I covered the outlook at British American Tobacco, the recent banking updates, the state of play at Transaction Capital, exciting stuff at Spur and improvement at Murray & Roberts. Ghost Wrap is brought to you by Mazars.
Ghost Bites (Accelerate Property Fund | African Rainbow Capital | Mondi | Southern Palladium | Spur | Wesizwe Platinum)
Spur is taking you to Italy and African Rainbow Capital is taking you to the Philippines – literally, in the case of the latter. Also get the latest on Mondi, Accelerate Property Fund and more.
Ghost Wrap #49 (Famous Brands vs. Spur | Sibanye-Stillwater | De Beers | Mondi | Life Healthcare | Datatec | Fortress)
With updates across the consumer, mining, healthcare, paper, technology and property sectors, Ghost Wrap is your most efficient way to get the latest news. This podcast is brought to you by Mazars.
Ghost Wrap #41 (Spur | Adcock Ingram | Bidvest | Bidcorp | NEPI Rockcastle | DRDGOLD | Harmony Gold | BHP | Sasol)
There’s a positive undertone to this episode, with decent results from Adcock Ingram and really strong numbers from Spur, Bidvest, Bidcorp and NEPI Rockcastle. The mining houses can’t say the same.
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 Wrap #37 (AngloGold | Pan African Resources | Impala Platinum | Mondi | Sappi | Mpact | Spur | Standard Bank)
Get ready to play rock, paper, scissors in this edition of Ghost Wrap. I covered mining and paper stocks, with some sharp results from Spur and Standard Bank as well. Ghost Wrap is brought to you by Mazars.
Ghost Bites (Gemfields | Impala Platinum | Pan African | PPC | Spur)
Spur released blowout results. Gemfields is doubling down on Mozambique. Tough times in mining at both Impala Platinum and Pan African. PPC is doing a 10% B-BBEE deal in SA.
Ghost Wrap #35 (Woolworths | Shoprite | Liberty Two Degrees | Spur | AVI | British American Tobacco | Anglo American | ArcelorMittal)
Ghost Wrap is your weekly update of the most interesting stories on the JSE, brought to you by Mazars. I cover eight companies in as many minutes!
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.
