Posts Tagged: Transnet
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 (Orion | Raubex | Royal Bafokeng | Spear REIT)
Orion has announced a R250 million funding package. Raubex proves that construction can make money, Royal Bafokeng Platinum suffered a poor quarter. Spear REIT puts in another solid performance.
Ghost Bites Vol 83 (22) – Cognition | Fortress | TRP Investigations
Cognition’s results show how disconnected the market cap is from the balance sheet. Fortress REIT has given a view on life after being a REIT. The TRP is very busy with investigations.
Ghost Bites Vol 74 (22)
Afrimat has good news on Glenover and bad news on Gravenhage. Ascendis has concluded its rights offer. Look out for earnings from Motus and Sun International, along with fascinating insights from BMW Financial Services.
Ghost Bites Vol 57 (22)
Afrimat is raising money and Transnet is (astonishingly) making money. Earnings updates came in from AECI, Gemfields, AVI and British American Tobacco.
Ghost Bites Vol 55 (22)
With major updates from Cashbuild, Mr Price, Anglo American Platinum, Sasol and South32, it was a big day of news on the local market.
Grindrod: now that’s a terminal growth rate
Grindrod is winning because Transnet is losing. With a successful port and terminals operation in Mozambique, shareholders are smiling.
Ghost Bites: Vol 6 (22)
Earnings updates, labour issues and an indication of how much money Transnet makes (before debt at least).
