Posts Tagged: York Timber
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 (Ascendis | Bell Equipment | Emira | Heriot | Renergen | RMB Holdings | Workforce | York Timber)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Ascendis swings sharply into the green (JSE: ASC) You do need to read carefully for the once-offs though
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Clientele | Libstar | MC Mining | Montauk Renewables | Oceana | Remgro | York Timber)
Libstar and Oceana released interesting numbers, while York Timber is struggling for profitability. Clientele, Montauk Renewables and Remgro also updated the market. MC Mining gets more juicy by the day as a takeover battle.
Ghost Bites (ArcelorMittal | Gemfields | MAS | Truworths | York Timber)
ArcelorMittal’s profits were smashed. Truworths can be thankful for the UK business. York TImber is acquiring farms from Sappi. MAS released detailed balance sheet thinking. Gemfields sounds bullish.
Ghost Bites (Adcorp | AEEI | Calgro | Cashbuild | Insimbi | Octodec | Raubex | Renergen | Schroder European Real Estate)
Adcorp, Calgro, Cashbuild, Insimbi and Raubex all gave earnings updates. Renergen responded to critics. AEEI could be going private.
Ghost Bites (Ascendis | Delta Property | Kibo Energy | Orion Minerals | Renergen | Rex Trueform | Sasfin | Telemasters | York Timber)
It was a day of cockroaches on the JSE, with so many zombie listings releasing announcements. I covered all of them. Thankfully, I also had more interesting stuff to cover, like a Rex Trueform acquisition!
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Ascendis | Ethos Capital | Grand Parade | Old Mutual | Rebosis | York Timber | Wesizwe Platinum)
Ascendis may go private, but don’t get excited. Brait is letting Ethos down. Grand Parade is focused on gaming. Old Mutual on the wrong end of savings culture. Rebosis sells properties at a discount. York gives tighter guidance. Wesizwe is in serious trouble.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Gold Fields | OUTsurance | Putprop | York Timber)
Gold Fields announced a delay at Salares Nortes. OUTsurance is a rare SA success story in Australia. Putprop remains at a huge discount to NAV. York Timber is still struggling.
