Tag:
Tiger Brands
Ghost Bites
Ghost Bites (Accelerate Property Fund | Assura – Primary Health Properties | Castleview | Jubilee Metals | MAS – Hyprop | Reinet | Sibanye-Stillwater...
The MAS situation is really heating up now, with the board giving strong views on the Hyprop offer. The Assura - Primary Health offer is going nowhere fast. Castleview has glaring capital raising inconsistencies. Sibanye announced an acquisition in the US. Accelerate's related party headaches continue. Jubilee Metals, Reinet and South32 released numbers.
Ghost Bites
Ghost Bites (Attacq | Capital Appreciation | Grindrod | Nedbank | Sephaku | Sirius Real Estate)
Attacq is on track for full-year guidance. Nedbank had a soft start to the year. Grindrod is tough to gauge at the moment. Capital Appreciation and Sephaku have positive stories. Sirius Real Estate had no trouble raising debt funding.
Ghost Bites
Ghost Bites (British American Tobacco | Burstone | Emira | Goldrush | HCI | HomeChoice | Jubilee | MAS | Renergen | Reunert |...
Tiger Brands is a great turnaround story. Goldrush is part of the consortium that won the National Lottery Licence. Tsogo Sun is struggling. British American Tobacco, Burstone, Emira, HCI, HomeChoice, Jubilee Metals, MAS, Renergen and Reunert also released updates.
Ghost Bites
Ghost Bites (Blue Label | Collins Property Group | Finbond | MAS | Nampak | NEPI Rockcastle | Newpark | Nutun | Pepkor |...
Richemont released numbers, as did Pepkor at the other end of the retail spectrum.. Blue Label could list Cell C separately. Collins Property Group, MAS, NEPI Rockcastle and Newpark all had property sector news, in addition to Primary Health upping its play for Assura. Look out for Finbond, Nampak, Nutun and Tiger Brands as well.
Ghost Bites
GHOST BITES (Balwin | Boxer | Calgro M3 | Lewis | Metair | MTN | Redefine | Santova | South32 | Tiger Brands)
Lewis is shooting the lights out and
Tiger Brands is also doing well. MTN is enjoying Africa again. Balwin had a strong second half, while demand at Calgro M3 has faltered. Boxer's results are complicated. Redefine is struggling to find much growth. Look out for Metair, Santova and South32 as well.
Ghost Bites
GHOST BITES (AECI | Altvest | Merafe | MTN | Northam Platinum | Primary Health Properties | Sabvest | Safari Investments | Thungela)
Merafe, MTN, Northam Platinum, Primary Health Properties, Sabvest, Safari Investments and Thungela all released numbers. AECI announced a B-BBEE deal. Altvest has raised debt capital in ACOF.
Ghost Bites
GHOST BITES (AB InBev | AECI | Barloworld | Bidcorp | Hammerson | Momentum | Oceana)
Barloworld shareholders shunned the scheme. Alcohol volumes still dropping at AB InBev. AECI hopes to have turned the corner. Bidcorp and Momentum released strong numbers. Hammerson and Oceana had recent struggles.
Ghost Bites
GHOST BITES (African Rainbow Minerals | Anglo American | Curro | Grindrod | NEPI Rockcastle | Redefine)
African Rainbow Minerals is a victim of the cycle. Anglo American has locked in a long-term deal with the Botswana government for De Beers. Curro is struggling to fill its schools. Grindrod, NEPI Rockcastle and Redefine all delivered financial updates.
