Tag:
Stor-Age
Ghost Bites
Ghost Bites (AH-Vest | Assura – Primary Health | Goldrush | Harmony | Naspers – Prosus)
The excellent momentum at Naspers - Prosus continues. Assura is now backing the Primary Health deal in yet another example of corporate whiplash. Harmony is delivering at the right time. Goldrush released a trading statement. AH-Vest is being taken private.
Ghost Bites
Ghost Bites (Assura – Primary Health Properties | Astoria | Gemfields | Powerfleet | Stor-Age | Vukile)
Vukile released strong numbers. Stor-Age's decreased payout ratio set a few hares running. Powerfleet needs profits, not just revenue growth. Look out for Assura - Primary Health, Astoria and Gemfields as well.
Ghost Bites
GHOST BITES (iOCO | Kore Potash | Renergen)
iOCO (previously EOH) has made strong progress in its margins. Kore Potash has suffered a wobbly with funding plans, but hopefully only a small one. Renergen released a quarterly update.
Ghost Bites
GHOST BITES (Altron | Burstone | Cashbuild | Gemfields | Naspers – Prosus | Rainbow Chicken | Sasol | Stor-Age)
Naspers - Prosus set the hares running with news of the Just Eat acquisition. Sasol's results also got a lot of focus. Altron, Gemfields and Rainbow Chicken had positive news to share. Cashbuild is slightly up and Stor-Age is ticking over. Burstone is increasing exposure to Australian industrial properties.
Ghost Bites
GHOST BITES (Afrimat | Karooooo | Stor-Age)
Afrimat has completed the integration of Lafarge. Karooooo reported another strong set of numbers, although margins must always be watched. Stor-Age is expanding the Parklands facility.
Ghost Bites
GHOST BITES (Anglo American – Amplats | Argent | Brikor | Brimstone | EOH | Hyprop | Nampak | Tsogo Sun)
Argent, Brikor, Brimstone, Hyprop, Nampak and Tsogo Sun released important financial updates. Anglo American sold a chunk of Amplats shares at a deep discount. EOH's name is changing.
Ghost Bites
GHOST BITES (Boxer | Harmony | Life Healthcare | Omnia | Raubex | Stor-Age | Sibanye | Vodacom | Woolworths)
Boxer's pre-listing statement is finally available. Harmony, Life Healthcare, Omnia, Raubex, Stor-Age, Vodacom and Woolworths all released financial updates on a busy day. Sibanye locked in a gold wage deal.
Ghost Bites
Ghost Bites (BHP | Brimstone | Master Drilling | Pick n Pay | Redefine | Sasfin | Sea Harvest | Stor-Age | WBHO)
BHP is a great example of mining cycles. Pick n Pay has some green shoots. Stor-Age remains a solid player. Look out for Brimstone, Master Drilling, Redefine, Sea Harvest, WBHO and more.
