Tag:
Afine Investments
Ghost Bites
Ghost Bites (Cognition | Delta Property Fund | Transaction Capital)
The big news of the day was the WeBuyCars investor presentation and Transaction Capital unbundling circular. Also look out for numbers from Cognition and a censure of Delta Property Fund.
Ghost Bites
Ghost Bites (AEEI | RMB Holdings | Sea Harvest | Thungela)
AEEI is profitable without AYO Technology. RMB Holdings is paying another special dividend. Sea Harvest is on the acquisition trail. Thungela is doing better in Australia than expected.
Ghost Bites
Ghost Bites (Afine | AH-Vest | Alphamin | Frontier Transport Holdings | MiX Telematics | MTN | PPC | Sanlam)
Aside from the big guns like Sanlam, PPC and MTN, there were various updates from smaller (but still interesting) players on the local market.
Ghost Bites
Ghost Bites (AH-Vest | Burstone | Emira | Investec | Life Healthcare | NEPI Rockcastle | Safari | Southern Sun | Trellidor)
Important news came in from the likes of Burstone, Emira, Investec, Life Healthcare and NEPI Rockcastle, just to name a few.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Aveng | Alphamin | DRDGOLD | Exxaro | Gold Fields | Master Drilling | Oceana | Sabvest | Standard Bank)
Standard Bank was arguably the biggest story of the day with very high earnings growth. There were several mining updates (Alphamin, DRDGOLD, Exxaro, Gold Fields and Master Drilling), with Aveng, Oceana and Sabvest also in the mix.
Ghost Bites
Ghost Bites (Eastern Platinum | Exxaro | Finbond)
Exxaro's recent earnings profile was perfect for my chart of the day. Also look out for earnings news from Eastern Platinum and a major share repurchase by Finbond, with important stuff in Little Bites as well.
Ghost Bites
Ghost Bites (Sibanye-Stillwater | Spear REIT | Tongaat Hulett)
New Century Resources (a Sibanye subsidiary) has improved its balance sheet. Tongaat Hulett extended its financing - for a few weeks. Spear released a detailed quarterly update.
