Monday, July 21, 2025
Tag:

Valterra Platinum

Ghost Bites (BHP | Hyprop – MAS | Quantum Foods | Valterra Platinum | Vodacom – Remgro)

Hyprop has put in a conditional offer to MAS shareholders. Vodacom and Remgro tweaked the terms of the fibre deal. BHP's production is strong, but iron ore prices are weak. Valterra Platinum's production ruined the first half numbers. Quantum Foods has had some shareholder register developments.

Ghost Bites (Bell Equipment | British American Tobacco | Hudaco | Momentum)

Bell Equipment's AGM update is interesting, as is Momentum's capital markets day. British American Tobacco is ahead of expectations this year. Hudaco announced a bolt-on acquisition.

Ghost Bites (Altvest | AngloGold Ashanti | Bell Equipment | Hyprop | Momentum | Raubex | Sabvest | Sirius Real Estate | Sygnia |...

Hyprop raised over R800m in cash. Sabvest is investing in pets. Raubex found no substance to whistleblower allegations and released results. We also saw numbers from Altvest, Bell Equipment, Momentum, Sirius Real Estate and Telkom. AngloGold is selling a mine.
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