Tag:
Zeder
Ghost Bites
Ghost Bites (Anglo American | ArcelorMittal | Boxer | Glencore | Hudaco | KAL | Kumba | Lesaka | MTN | Prosus – Naspers...
Glencore has walked away from Rio Tinto discussions. MTN and Super Group are busy with acquisitions. Anglo American, Kumba Iron Ore and Valterra Platinum gave production updates. Sasol is suffering with weak oil prices. ArcelorMittal is just suffering with everything. Prosus released a shareholder letter. Lesaka Technologies reported its first positive net income. Boxer, Hudaco and KAL also gave important trading updates.
Ghost Bites
Ghost Bites (Rainbow Chicken | Sappi | Sea Harvest | Vodacom)
Rainbow Chicken's earnings have doubled, while Sea Harvest's earnings have quadrupled! Vodacom is making hay while the sun is shining in Egypt. Sappi is trading at COVID and GFC levels and expects more pressure on earnings in the next quarter.
Ghost Bites
Ghost Bites (Datatec | Glencore | Harmony Gold | Hyprop | Impala Platinum | Mpact | The Foschini Group | RCL Foods | Southern...
The Foschini Group released an ugly set of numbers, while Hyprop confirmed an important retail trend. Southern Sun has locked in a great deal. There are mining updates from Glencore, Harmony Gold and Impala Platinum. 377 jobs are on the line at Mpact. At RCL Foods, the sugar industry is hurting them. Super Group is on the wrong end of the UK automotive sector. Zeder is finally selling Zaad. Datatec announced a bolt-on acquisition.
Ghost Bites
Ghost Bites (BHP | Metair | Oasis Crescent | Reinet | Sirius Real Estate | South32 | The Foschini Group | Zeder)
The Foschini Group had a hideous day. Metair and Sirius released juicy investor day presentations with loads of detail. BHP and South32 released quarterly updates. Look out for Oasis Crescent, Reinet and Zeder as well.
Ghost Bites
GHOST BITES (Anglo American | Anglo American Platinum | Cashbuild | Gold Fields | Kumba Iron Ore | Supermarket Income REIT | Orion Minerals...
Anglo American, Anglo American Platinum and Kumba Iron Ore all released production updates. Further mining news came from Gold Fields and Orion Minerals. Cashbuild released a sales update. Zeder's financials show some pressure on Zaad's valuation. Supermarket Income REIT is seeding a joint venture.
Ghost Bites
GHOST BITES (Alphamin | BHP | Merafe | Ninety One | Sasol | South32 | Zeder)
Security issues in the DRC ruined Alphamin's quarter (JSE: APH)
As expected, annual guidance has been reduced
Alphamin has released its production and operational update for...
Ghost Bites
GHOST BITES (Bell Equipment | Metair | Metrofile | Zeder)
Metair released its annual report - but there's a key disclosure that I just can't find. Metrofile has caught the eye of a potential buyer. Zeder is disposing of some African businesses. Bell Equipment tightened its earnings guidance.
Ghost Bites
GHOST BITES (Alexander Forbes | Aveng | Nampak | Naspers – Prosus | Standard Bank | Transaction Capital)
Alexander Forbes, Nampak, Naspers-Prosus and Standard Bank all released important numbers. Aveng has sold its stake in a property portfolio. Transaction Capital is still trying to finalise the Road Cover deal.
