Ghost Bites
Ghost Bites (Bowler Metcalf | PPC | Renergen | Sasol)
Bowler Metcalf suffered under load shedding. PPC jumped over 20% on deal speculation. Renergen tapped the local market for R110 million. Sasol dropped 7% after a trading statement.
Ghost Bites
Ghost Bites (Blue Label Telecoms | Cashbuild | Orion Minerals | Sibanye | Southern Palladium | Santova)
Blue Label saves on audit fees. Cashbuild wants to mop up retail shareholders. Indaba updates from junior miners. Sibanye gets environment permits for Keliber. Santova deployed R32m into buybacks.
Ghost Bites
Ghost Bites (Hudaco | DRDGOLD | Implats | MTN | Sanlam | Sygnia | Thungela)
DRDGOLD grows HEPS, somehow. Hudaco loves operating leverage. Implats is flat - and that's impressive. MTN's Ghana nightmare is over. Sanlam invests R1.1bn in SA. Magda is back as Sygnia CEO. Thungela invests in Australia.
Ghost Bites
Ghost Bites (Anglo American | Amplats | Kumba | RCL | Super Group)
Anglo American, Amplats and Kumba deliver mining production updates. There are no rainbows at RCL in these operating conditions. Super Group lives up to its name.
Ghost Bites
Ghost Bites (Anglo American | Bidcorp | Ellies | Glencore | Harmony | MTN | Vukile)
De Beers reports cautious demand for diamonds. Bidcorp stuns the market. Ellies pays a big price for its acquisition. Glencore and Harmony report improved production. MTN Nigeria looks good. Vukile points to strong festive trading.
Ghost Bites
Ghost Bites (Gemfields | Hudaco | Renergen | Sea Harvest | Shoprite | Transpaco | Vodacom)
Gemfields has record cash. Hudaco's earnings are on the up. Renergen looks to the US. Sea Harvest hates the fuel price. Shoprite revenue is great but watch the costs. Transpaco's earnings are higher. Vodacom is under pressure.
Ghost Bites
Ghost Bites (Advanced Health | Alphamin | Capital & Counties | Italtile | Nampak | Pan African Resources | Pepkor | Spar | Tongaat)
With multiple company updates, we have insights into local consumer spending, mining production at the likes of Alphamin and Pan African Resources and capital raising plans at Nampak.
Ghost Bites
Ghost Bites (Grindrod Shipping | Industrials REIT | Lewis)
Grindrod Shipping is looking for synergies. Industrials REIT is enjoying rental uplifts, but vacancies are down. Is Lewis a good barometer for consumer health?
