Posts Tagged: Tongaat
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
Ghost Bites (African Media Entertainment | City Lodge | Delta Property Fund | Frontier Transport | KAL Group | Mahube Infrastructure | Mr Price | Spar | Trematon)
Major earnings announcements came in from Mr Price and Spar in the retail sector, along with other interesting companies like small cap stalwart Frontier Transport.
Ghost Bites (Aveng | Glencore | Hulamin | Mr Price | Tongaat | Vodacom)
Friday included major financial announcements by Aveng, Mr Price and Vodacom, with important stuff also coming from Glencore and Hulamin, Finally, Tongaat has found a buyer!
Ghost Bites (Dis-Chem | Nampak | Tharisa | Tradehold | Tongaat)
Get ready for a more technical Ghost Bites than usual, as you learn about H2 vs. H1 numbers (Dis-Chem), assessing headline earnings (Tharisa), NAV per share (Tradehold), business rescue (Tongaat) and more.
Ghost Bites (Anglo American | Blue Label Telecoms | Discovery | Distell | Harmony | Gold Fields | Momentum Metropolitan | Mondi | Quantum Foods | Tongaat | Truworths)
It was another wildly busy day of updates on the JSE, with news across various sectors like mining, financial services, retail and food production.
Ghost Bites (Advanced Health | Alphamin | Capital & Counties | Italtile | Nampak | Pan African Resources | Pepkor | Spar | Tongaat)
With multiple company updates, we have insights into local consumer spending, mining production at the likes of Alphamin and Pan African Resources and capital raising plans at Nampak.
Ghost Bites (Hyprop | Metair | Murray & Roberts | Nampak | Nedbank | Oceana | Tharisa | York)
Hyprop reports improved trading conditions. Metair proves its mettle. Disaster at MUR. Nedbank is doing well. Nampak drops further. Oceana had a better second half. Tharisa’s record profits. York taps the market.
Markets update: recession stocks and opportunities
I joined Nastassia Arendse on SABC News to discuss stocks that I wouldn’t want to own in a recession, where I’m seeing some value in the market and how US banking regulators are sucking liquidity out of the system
Ghost Bites Vol 35 (22)
PBT Group released a great trading statement. There are also important earnings updates from Steinhoff and Etion, with news from Tongaat and others as well.
