Posts Tagged: Universal Partners
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 (DRDGOLD | Pan African Resources | Universal Partners)
DRDGOLD and Pan African Resources delivered gold sector updates, with very different underlying production narratives. Universal Partners has a unique portfolio that is always fun to read about.
Ghost Bites (Barloworld | Bidcorp | Capital Appreciation | Dipula Income Fund | Glencore | Netcare | Novus | Santam | Sibanye-Stillwater | Stor-Age | Trematon | Tsogo Sun)
On a very busy day of trading statements, important earnings updates came in from a wide variety of JSE-listed companies.
Ghost Bites (Attacq | Gemfields | Growthpoint | Lesaka | Old Mutual | Momentum Metropolitan | Pan African Resources | Putprop | Universal Partners)
Attacq, Growthpoint and Putprop reported in the property sector. Gemfields needs better emeralds and Pan African needs more gold. Old Mutual and Momentum gave us financial services news. Lesaka and Universal Partners also released news.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Harmony Gold | Lesaka Technologies | Southern Sun | The Foschini Group | Transaction Capital | Universal Partners)
Transaction Capital is in the toilet while Universal Partners is reinventing it. Lesaka needs more profits. Southern Sun is doing well. The Foschini Group counts the cost of load shedding.
Ghost Bites (AH-Vest | Industrials REIT | Grand Parade | Rex Trueform | Sappi | Universal Partners)
AH-Vest gets squeezed by load shedding. Blackstone formalises the offer for Industrials REIT. Sappi’s sale of European mills falls through. Dentistry pays at Universal Partners. Grand Parade has a new CEO. Rex Trueform releases solid numbers.
Ghost Wrap #20 (Aveng | PSG Konsult | De Beers + Richemont | Alphamin | Universal Partners | Stor-Age | Sappi | Glencore)
There’s some juicy dealmaking this week (Stor-Age, Sappi and Glencore), alongside tough numbers from Aveng and good ones at Alphamin and PSG Konsult. Watch out for Chinese luxury demand at De Beers and Richemont!
Ghost Bites (AngloGold | Cashbuild | DRDGOLD | Emira | Gemfields | Glencore | Gold Fields | Jubilee Metals | Life Healthcare | Murray & Roberts | Pan African Resources)
AngloGold, DRDGOLD and Pan African Resources all released updates in the gold sector. Glencore had a terrific year. Life Healthcare shareholders got a nice surprise. Look out for several other company updates as well!
Ghost Bites (Grand Parade | Lesaka | Northam Platinum | Novus | TWK)
Grand Parade Investments gets an unexciting mandatory offer. Lesaka Technologies has strong profits but lots of debt. Northam Platinum swoops in with a higher offer for RB Plats. Novus nosedives. TWK delivers solid results.
Ghost Bites Vol 77 (22)
With a trio of mining sector earnings releases (South32, Gold Fields and Sibanye), it was a busy day. Italtile, Blue Label, Adcock Ingram, Distell, Balwin, Hulamin, Murray & Roberts and others were in the mix.
