Posts Tagged: Texton Property Fund
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
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Calgro M3 | Merafe | Nampak | Pick n Pay | Schroder Real Estate | Southern Palladium | Trustco)
Pick n Pay is an absolute catastrophe. Calgro M3 is doing very well. Trustco lost its battle against the JSE. I charted the Merafe benchmark price over three years.
Ghost Bites (Gemfields | Investec | Life Healthcare | Quantum Foods | Texton Property Fund)
There’s no interim dividend at Gemfields. Investec is growing, but especially in the UK. Life renewed its cautionary. Quantum is loss-making. Texton makes progress.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Harmony and Exor | Investec | Kibo | Massmart)
Harmony and Ferrari have a common shareholder. Investec’s earnings are looking decent. Kibo Energy is a company that all renewable energy enthusiasts should know about.
Ghost Bites Vol 71 (22)
Fortress REIT is in huge trouble. We saw a flurry of earnings from miners – DRDGOLD, Sibanye and Northam Platinum. Mpact has formally responded to Caxton.
Ghost Bites Vol 41 (22)
Things are getting tight out there, with a few property deals falling over due to parties being unable to meet conditions. We also saw results from Salungano and a few other interesting updates.
Ghost Bites Vol 25 (22)
Results from Mr Price, big deal news around Mediclinic and updates from Vukile, BAT, Motus, MultiChoice and many others.
