Tag:
Tharisa
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 (Glencore | Grindrod | Northam Platinum | Primary Health Properties | Shuka Minerals | Tharisa)
With SENS kicking into life, normal daily programming should resume soon. In the meantime, this catch-up edition deals with mining news from Glencore, Northam Platinum, Tharisa and junior house Shuka Minerals. Grindrod is enjoying strong port volumes in Mozambique. Primary Health Properties is off to a good start in life-after-Assura.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Alexforbes | Equites Property Fund | Fairvest | Hyprop | Lighthouse Properties | Nutun | Remgro | Standard...
A very busy day of property news saw updates from Accelerate, Equites, Fairvest, Hyprop and Lighthouse, with tailwinds visible across the sector. Alexforbes and Standard Bank gave important financial sector updates. Remgro wants to increase its exposure to Mediclinic SA. Tharisa's SARS victory saved their numbers. Nutun desperately needs to swing to profitability.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Bidcorp | Dipula Properties | Emira Property Fund | Gold Fields | Harmony Gold | PBT Holdings | Purple Group | RFG...
Bidcorp and Woolworths released encouraging numbers. Purple is charging up the J-curve. Gold Fields hosted a capital markets day, while Harmony Gold's numbers showed why they are lagging behind. Look out for Dipula and Emira in property, along with PBT Holdings, RFG Holdings, RMB Holdings and Stefanutti Stocks on a busy day of news.
Ghost Bites
Ghost Bites (Exemplar REITail | Octodec | Omnia | PPC | Raubex | Shoprite | Sibanye-Stillwater | Telkom | Tiger Brands | Vodacom)
In the grocery sector, we saw Shoprite with a quarterly update and Tiger Brands with a bullish narrative. In telcos, Vodacom had a great period and Telkom has built on the success of last year. Look out for Exemplar REITail and Octodec in property, along with Omnia, PPC and Raubex from the "real" economy. Finally, Sibanye settled with Appian.
Ghost Bites
Ghost Bites (Bytes Technology | CMH | Ninety One | Santova | Tharisa)
CMH has dropped its dividend in favour of massive share buybacks. Bytes Technology is desperate for a moat. Ninety One's AUM has grown considerably. Santova disappointed the market.
