Tuesday, August 26, 2025

Ghost Bites (Astral Foods | Aveng | Calgro M3 | CMH | MTN Uganda | Rebosis)

CMH released stellar results with fascinating segmentals. Calgro M3 gave the market a nice surprise, Aveng has banked the Trident disposal and Astral's profitability has been crushed. MTN Uganda and Rebosis also released updates.

Ghost Bites (Anglo American | Choppies | Ellies | Gold Fields | Impala Platinum | Kibo Energy | Renergen | Textainer)

Gold Fields was arguably the story of the day, with an important new deal in Canada. We also saw updates from Anglo and Implats in the mining sector, along with Textainer in shipping. Renergen released its annual report. Look out for Choppies, Ellies and Kibo as well.

Ghost Bites (Glencore | Industrials REIT | MC Mining | MTN | Reinet | Sasol | Southern Palladium)

Glencore is a deal machine. Industrials REIT remains defensive. MTN Nigeria is under earnings pressure. Sasol raises US funding. Quarterly updates from MC Mining, Reinet and Southern Palladium.

Ghost Bites (Grindrod Shipping | Kibo Energy | Kore Potash | Life Healthcare | MC Mining | Orion Minerals | Renergen | Royal Bafokeng...

Aside from a number of mining updates, there was news of Grindrod Shipping selling ships and paying down debt, Life Healthcare still mulling over a deal and Steinhoff reminding us that there's no value.

Ghost Bites (Anglo American | Amplats | Astoria | British American Tobacco | Hammerson | Kumba Iron Ore | Prosus | Quilter | Sibanye-Stillwater...

Aside from another busy day of mining production updates from the Anglo stable, we saw numbers from Astoria, Hammerson and Quilter, We also had corporate activity at Prosus and Sibanye, as well as Steinhoff. British American Tobacco has a large fine to pay.

Ghost Bites (Capital Appreciation | Jubilee Metals | KAL Group | Purple Group | Sibanye-Stillwater | South32)

Purple Group dominated the day's headlines with tough results. Capital Appreciation announced a well-priced acquisition. We also saw further mining production updates.

Ghost Bites (BHP | Cashbuild | Choppies | Coronation | Glencore | Merafe | Oceana | Purple | Royal Bafokeng | Sasol | Standard...

On a day full of mining production updates, we also saw news from sectors as diverse as fishing, financial services and retail.

Ghost Bites (Clicks | Nampak | Nedbank | Nu-World | Steinhoff)

Clicks is growing, but not very quickly. Nampak has a new CEO. Nedbank plans an odd-lot offer. Nu-World releases detailed results. Steinhoff doesn't deserve Pepco.

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