Tuesday, September 23, 2025
Tag:

Valterra Platinum

Ghost Bites (City Lodge | Discovery | FirstRand | Lesaka Technologies | Mantengu)

FirstRand remains an excellent business. The market didn't enjoy the Discovery numbers. City Lodge is showing signs of life. Lesaka Technologies is growing solidly. Mantengu announced a new acquisition.

Ghost Bites (African Rainbow Minerals | Anglo American – Valterra Platinum | Ascendis | Dipula | Fortress Real Estate | Pan African Resources |...

Sanlam's latest results are a mixed bag. Dipula Properties is raising capital and Fortress Real Estate is telling a positive story. African Rainbow Minerals had a tough period. Pan African Resources rewarded punters this year. Ascendis and Trellidor released results. Anglo is fully out of Valterra Platinum.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

Ghost Bites (Anglo American – Valterra Platinum | Aspen | Cashbuild | Discovery | Woolworths)

Woolworths takes the fight to Checkers. Discovery is showing excellent growth. Aspen had an awful year. Cashbuild is grinding away. Anglo American is selling the remaining shares in Valterra Platinum.

Ghost Bites (Accelerate Property Fund | Sea Harvest | Spear REIT | Valterra Platinum)

It's all eyes on the second half at Valterra Platinum. Sea Harvest's numbers are even better than previously guided. Spear REIT announced another acquisition. Accelerate Property Fund received reasonable support for the rights offer.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

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.
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