Tag:
Tharisa
Ghost Bites
Ghost Bites (Omnia | PPC | Sygnia)
In a country where far too many execs throw their hands in the air and blame difficult conditions, we find updates from three companies that have made it work: Omnia, PPC and Sygnia all have great stories to tell.
Ghost Bites
Ghost Bites (4Sight Holdings | Afrimat | Investec | Nampak | Netcare | Oceana | Pick n Pay | Sanlam | Spear REIT |...
Afrimat is a tale of two terrible halves. Investec wants to double its private banking business. Pick n Pay's group HEPS isn't telling you what is actually happening at Pick n Pay's core business. Updates also came in from 4Sight, Nampak, Netcare, Oceana, Sanlam, Spear REIT and Tharisa.
Ghost Bites
Ghost Bites (Equites Property Fund | KAL Group | Karooooo | NEPI Rockcastle | Reunert | Tharisa)
Equites Property Fund and NEPI Rockcastle are good reminders of the strength of REITs. KAL Group is one of the last "cheap" South African assets. Karooooo upset the market with its margins this year, but they are playing the long game. Reunert has been dragged down by its cables business. Tharisa's earnings have skyrocketed.
Ghost Bites
Ghost Bites (Altron | Datatec | Gold Fields | Lesaka Technologies | Life Healthcare | Sappi | Southern Sun)
Altron, Datatec, Gold Fields, Lesaka Technologies and Southern Sun all have good news stories to tell. The same certainly can't be said for Sappi, where shareholders are facing disaster. At Life Healthcare, the latest period was a disappointment for the market.
Ghost Bites
Ghost Bites (AECI | BHP | Capitec | Quilter | Spear REIT | South32 | Standard Bank | Stor-Age)
Capitec looks unstoppable. BHP and South32 released important production updates. Spear REIT is raising R1 billion. Standard Bank is enjoying double-digit growth. Quilter is doing well in 2026. Stor-Age announced a small deal. AECI found a whoopsie in the financials.
Ghost Bites
Ghost Bites (Aimia | Schroder European Real Estate | Tharisa)
Aimia's management letter is a great opportunity to learn about the JSE's new kid on the block. Schroder European Real Estate's valuation is still going the wrong way. Tharisa has begun the underground mining transition.
Ghost Bites
Ghost Bites (Burstone | Bytes Technology | Discovery | Gemfields | Insimbi Industrial | MAS | Netcare)
Gemfields is having a tough time - and so is Bytes Technology. Burstone, MAS and Netcare released important financial updates. Discovery achieved exceptional returns on its CMT investment. Insimbi is trying to claw its way back.
Ghost Bites
Ghost Bites (ADvTECH | FirstRand | Greencoat Renewables | Impala Platinum | Sanlam | STADIO)
Education sector duo ADvTECH and STADIO are showing excellent growth. FirstRand's improvement in certain metrics is extraordinary. Sanlam's numbers are complex. Impala Platinum can be grateful for PGM prices. Greencoat Renewables is embarking on major share buybacks.
