Ghost Bites
Ghost Bites (BHP | DRDGOLD | MTN and Telkom | Quilter | Standard Bank)
BHP's production numbers are higher, other than coal. DRDGOLD continues to struggle with margins. MTN has achieved the near-impossible: cancelling something with Telkom. Quilter has lost half its market value this year. Standard Bank signs off on another strong quarter.
Ghost Bites
Ghost Bites (Cashbuild | CMH | Hyprop | Pick n Pay)
The DIY and building industry keeps falling. CMH posts another bumper earnings result. Hyprop gets a positive credit outlook. Pick n Pay is on sale.
Ghost Bites
Ghost Bites (Calgro M3 | Labat | Mpact vs. Caxton | Murray & Roberts)
Calgro M3 is lining up a huge pipeline. Labat needs capital as cash is running low. Mpact responds to Caxton. Disaster at Murray & Roberts.
Ghost Bites
Ghost Bites (Caxton vs. Mpact | Mondi | Prosus | Quantum | Tongaat
Caxton vs. Mpact: the fight continues. Mondi announces a strong quarter. Prosus has managed to sell Avito to an oligarch. Quantum's financial performance is no yolk. Tongaat needs R1.5 billion for milling.
Ghost Bites
Ghost Bites (Afrimat | Aveng | Grindrod | Karooooo | RCL Foods)
Afrimat sees a drop in profitability. Aveng looks increasingly interesting. Grindrod jumps after a trading update. Karooooo releases solid Q2 numbers. RCL Foods wants to unwind its B-BBEE deal.
Ghost Bites
Ghost Bites (Grindrod Shipping | Steinhoff | Spear | Zeder)
Grindrod Shipping announces the Taylor details. Steinhoff gives an update on PEPCO and others. Spear has acquired a great property. Zeder is trading at a 30% discount to NAV.
Ghost Bites
Ghost Bites (Afrocentric | Datatec | Tharisa)
Afrocentric receives a complicated offer from Sanlam. Datatec's earnings are significantly lower. Tharisa has reported higher production numbers.
Ghost Bites
Ghost Bites (Altron | Famous Brands | Kumba Iron Ore | Sappi | Sirius)
Altron reports a big jump in HEPS. Famous Brands has surpassed pre-pandemic earnings. Transnet is negatively impacting Kumba. Sappi released great quarterly guidance. Sirius put out a positive message but watch the numbers.
