Ghost Bites
Ghost Bites (AVI | MultiChoice | Purple Group | Sappi | Transaction Capital)
AVI inches forward despite tough conditions. MultiChoice invests heavily ahead of the FIFA World Cup. Purple Group is still profitable in a tough market. Sappi reports another record quarter. Transaction Capital is growing in the high teens.
Ghost Bites
Ghost Bites (Grand Parade | Lesaka | Northam Platinum | Novus | TWK)
Grand Parade Investments gets an unexciting mandatory offer. Lesaka Technologies has strong profits but lots of debt. Northam Platinum swoops in with a higher offer for RB Plats. Novus nosedives. TWK delivers solid results.
Ghost Bites
Ghost Bites (Aspen | Gold Fields | Hammerson | Murray & Roberts | Redefine)
Aspen closes a EUR1.26bn syndicated loan facility. Yamana Gold's board changes its recommendation and triggers the break fee. Hammerson's trading update looks promising. Murray & Roberts pops 17% on news of a sale of Clough. Redefine guides modest growth for FY23.
Ghost Bites
Ghost Bites (Gold Fields | Invicta | MultiChoice | Quantum Foods | Raubex)
Gold Fields keeps a cool head. Invicta reports a solid jump in earnings. MultiChoice is ticking over. Quantum Foods warns of a sharp drop in profits. Raubex Group grows its earnings and dividend.
Ghost Bites
Ghost Bites (Gold Fields | Massmart | MC Mining | MTN)
Gold Fields is now in a bidding war for Yamana Gold. All conditions for the buyout of Massmart have been met. MC Mining has raised A$40 million through a rights issue. MTN grows revenue and margins.
Ghost Bites
Ghost Bites (AngloGold | Datatec | Gold Fields | Murray & Roberts | Sibanye | Truworths)
AngloGold reports better numbers. Datatec is a mixed bag in tricky conditions. Gold Fields is struggling with chinchillas (for reals). Murray & Roberts is taking pain. Sibanye gets punished by the market. Truworths grew strongly.
Ghost Bites
Ghost Bites (Dis-Chem | MTN | Pepkor)
Dis-Chem is still growing into its share price. Two more of MTN's African subsidiaries have reported numbers - it's just a pity one website doesn't work. Pepkor guides solid HEPS growth.
Ghost Bites
Ghost Bites (Capital & Counties | MTN | Octodec | Santova | Sasol | Textainer)
Capital & Counties brings news from London's West End. MTN Ghana adds to the party with a great result. Octodec's share price jumped after releasing results. Santova reported another great set of numbers. Sasol raises $750m in convertible bonds. Textainer Group banks another good quarter.
