Tag:
Stefanutti Stocks
Ghost Bites
Ghost Bites (Rainbow Chicken | Sappi | Sea Harvest | Vodacom)
Rainbow Chicken's earnings have doubled, while Sea Harvest's earnings have quadrupled! Vodacom is making hay while the sun is shining in Egypt. Sappi is trading at COVID and GFC levels and expects more pressure on earnings in the next quarter.
Ghost Bites
Ghost Bites (Datatec | Glencore | Harmony Gold | Hyprop | Impala Platinum | Mpact | The Foschini Group | RCL Foods | Southern...
The Foschini Group released an ugly set of numbers, while Hyprop confirmed an important retail trend. Southern Sun has locked in a great deal. There are mining updates from Glencore, Harmony Gold and Impala Platinum. 377 jobs are on the line at Mpact. At RCL Foods, the sugar industry is hurting them. Super Group is on the wrong end of the UK automotive sector. Zeder is finally selling Zaad. Datatec announced a bolt-on acquisition.
Ghost Bites
Ghost Bites (BHP | Merafe)
BHP's first half is encouraging and the company has upgraded guidance for 2026 in copper as the key commodity. The guidance for the Jansen project is a sign of inflationary pressure, though. Over at Merafe, ferrochrome production has dropped to negligible levels.
Ghost Bites
Ghost Bites (AB InBev | Jubilee Metals | HCI | Schroder European Real Estate)
With all the news from the first week of January 2026 included in one Ghost Bites, you'll find deal news at AB InBev, Jubilee Metals and HCI. There's also a valuation update at Schroder European Real Estate.
Ghost Bites
Ghost Bites (Anglo American | DRDGOLD | Labat Africa | WeBuyCars)
WeBuyCars is taking a big step with the acquisition of GoBid. DRDGOLD is crystallising renewable energy investments. Labat Africa's earnings have shot up. Anglo American has given a general update on major projects and the progress made in simplifying the group.
Ghost Bites
Ghost Bites (CMH | Ethos Capital | HCI | Metair | SA Corporate Real Estate | Stefanutti Stocks | Valterra Platinum)
Metair's luck goes from bad to worse. Ethos Capital and HCI are busy with major deals, while Stefanutti Stocks has closed a disposal. SA Corporate Real Estate grew the distribution ahead of inflation. CMH repurchased over 7% of its shares. Valterra Platinum has an investment grade credit rating.
Ghost Bites
Ghost Bites (BHP | British American Tobacco | Mahube Infrastructure | Merafe | Thungela)
Thungela updated the market on a tough year. British American Tobacco has reaffirmed 2026 guidance. BHP unlocked capital through a BlackRock infrastructure deal. Merafe is hoping for progress with Eskom. Mahube Infrastructure may be leaving our market.
Ghost Bites
Ghost Bites (Brimstone | British American Tobacco | Hyprop | Sappi | Stor-Age | Vodacom)
Hyprop's bookbuild was a huge success and now Stor-Age is jumping on that bandwagon. Vodacom is taking control of Safaricom. Sappi is trying to improve its situation in European graphic paper. British American Tobacco is selling down ITC Hotels, while Brimstone is reducing its Oceana stake.
