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Standard Bank
Ghost Bites
GHOST BITES (Datatec | DRDGOLD | MTN Uganda)
Datatec had an even better second half in the latest financial year - and that's after strong interims. DRDGOLD's production impacted the latest quarter. MTN Uganda adds to the positive narrative on MTN.
Ghost Bites
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
GHOST BITES (CMH | Gemfields | HCI | Kore Potash | MTN Ghana | Novus – Mustek | Quantum Foods | Reinet | WeBuyCars)
MTN Ghana is off to a great start this year, with Quantum Foods, WeBuyCars and Kore Potash also delivering positive news. Reinet looks flat this quarter. CMH is facing serious problems. The latest auction results at Gemfields look a bit odd. HCI's latest oil drilling is a disappointment. The TRP got a bloody nose on the Novus - Mustek deal.
Ghost Bites
GHOST BITES (Anglo American | Anglo American Platinum | Cashbuild | Gold Fields | Kumba Iron Ore | Supermarket Income REIT | Orion Minerals...
Anglo American, Anglo American Platinum and Kumba Iron Ore all released production updates. Further mining news came from Gold Fields and Orion Minerals. Cashbuild released a sales update. Zeder's financials show some pressure on Zaad's valuation. Supermarket Income REIT is seeding a joint venture.
Ghost Bites
GHOST BITES (Aspen | Coronation | Oasis Crescent | Standard Bank | Tharisa | Texton)
Brace yourself for a terrible Wednesday for Aspen. Standard Bank achieved double-digit growth. Coronation's AUM went sideways this quarter. Oasis Crescent grew its distribution ahead of inflation. Look out for news from Tharisa and Texton as well.
Ghost Bites
GHOST BITES (Anglo American | Anglo American Platinum | aReit | Cashbuild)
Anglo American is ready to demerge Anglo American Platinum. Cashbuild has pulled the trigger on the acquisition of a few hardware stores. aReit has suffered large impairments.
Ghost Bites
GHOST BITES (Ascendis | Capital Appreciation | CA Sales | Datatec | Fairvest | Heriot | Sirius Real Estate)
CA Sales locked in another excellent year. Datatec, Fairvest and especially Heriot are all growing. Sirius Real Estate announced more deals. Capital Appreciation has stemmed the software bleeding. Ascendis is now an investment entity.
Ghost Bites
GHOST BITES (Choppies | Investec | Momentum | Shaftesbury | South Ocean Holdings)
Investec's UK business dragged down the group numbers. Shaftesbury is selling part of its Covent Garden stake. Momentum had an exceptional period. Choppies is doing well and South Ocean Holdings certainly isn't.
