Monday, April 28, 2025
Tag:

De Beers

Ghost Bites (Alexander Forbes – OUTsurance | Argent Industrial | AVI | De Beers (Anglo) | Investec | Lesaka Technologies | MiX Telematics)

Alexander Forbes is buying OUTvest. De Beers sales are plummeting. Look out for results from Argent Industrial, AVI and MiX Telematics, as well as upgraded earnings guidance from Investec.

Ghost Wrap #49 (Famous Brands vs. Spur | Sibanye-Stillwater | De Beers | Mondi | Life Healthcare | Datatec | Fortress)

With updates across the consumer, mining, healthcare, paper, technology and property sectors, Ghost Wrap is your most efficient way to get the latest news. This podcast is brought to you by Mazars.

Ghost Bites (De Beers – Anglo American | Datatec | Fortress | Kibo Energy | Life Healthcare | Newpark)

Fortress has a solution for the dual-class structure. Life Healthcare announced a deal for AMG. I stand by my view on lab-grown diamonds. Datatec is doing well. Look out for Kibo Energy and Newpark as well.

Ghost Bites (Advanced Health | AECI | Altron | AVI | British American Tobacco | De Beers (Anglo) | Labat | Naspers + Prosus...

Important numbers were released by the likes of AECI, Altron, AVI and British American Tobacco. Naspers released the cross-holding circular. Is De Beers suffering from lab-grown diamonds.

Ghost Bites (De Beers | Dipula | enX | NEPI Rockcastle | Ninety One | Santova | Telkom | Tsogo Sun Gaming)

Is De Beers the canary in the luxury coal mine? Telkom is falling apart. Dipula, enX, NEPI Rockcastle, Ninety One, Santova and Tsogo Sun Gaming all reported numbers.

Ghost Bites (Brikor | De Beers | Stor-Age)

The mandatory offer for Brikor can't be far away. De Beers sales are in line with expectations. Stor-Age is doing clever deals in the UK that bring a capital-light element to the model.

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