Tag:
Stefanutti Stocks
Ghost Bites
GHOST BITES (Bell Equipment | Netcare | Novus | Orion Minerals | MultiChoice | Safari Investments | Telkom)
MultiChoice has rug pulled its B-BBEE investors. Bell Equipment is way off its offer price and earnings are dropping. Telkom and Netcare are both growing. Safari Investments is exiting Namibia. Novus and the TRP aren't friends. Orion released its long-awaited DFS for both major assets.
Ghost Bites
GHOST BITES (AECI | Altvest | Merafe | MTN | Northam Platinum | Primary Health Properties | Sabvest | Safari Investments | Thungela)
Merafe, MTN, Northam Platinum, Primary Health Properties, Sabvest, Safari Investments and Thungela all released numbers. AECI announced a B-BBEE deal. Altvest has raised debt capital in ACOF.
Ghost Bites
GHOST BITES (Barloworld | British American Tobacco | Caxton | iOCO | Italtile | Sibanye | South32)
The offer to Barloworld shareholders isn't getting any higher. The appeal of British American Tobacco remains a mystery to me. South32 is in great health. Caxton, iOCO and Italtile released trading statements. Neal Froneman is retiring from Sibanye.
Ghost Bites
GHOST BITES (Nampak | RCL Foods)
Nampak is about to bank the I&CS disposal proceeds. RCL Foods has flagged a very tasty jump in HEPS.
Ghost Bites
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
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.
Ghost Bites
GHOST BITES (Brait | NEPI Rockcastle | RMB Holdings | Schroder European Real Estate)
Brait's brief trading update was far too easy to miss on SENS. NEPI Rockcastle is buying another mall in Poland. RMB Holdings and Schroder European Real Estate released numbers.
Ghost Bites
GHOST BITES (Anglo American – Amplats | Equites | FirstRand | HCI | KAL Group | Life Healthcare | Pepkor | Purple | Shaftesbury...
Equites, FirstRand, HCI, KAL Group, Life Healthcare, Pepkor, Purple, Shaftesbury, Stefanutti Stocks and Zeda all gave important earnings updates. Anglo American is selling down 6% in Amplats. Vodacom and Remgro are appealing the Maziv decision.
