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Deutsche Konsum REIT

Ghost Bites

Ghost Bites (AfroCentric | Gemfields | Santam | Spar | Telkom | Textainer)

The Afrocentric - Sanlam deal got the green light. There are nervous faces at Gemfields as insurgency returns in Mozambique. Santam's earnings are down. Spar is fighting its way back. Telkom is retrenching. Textainer's earnings are slowing down.

Ghost Bites

Ghost Bites Vol 67 (22)

MTN's earnings release led the day and put a major smile on my face after I punted at the shares. Many other earnings releases came through - Bidcorp, ADvTECH, Lighthouse, Italtile, Old Mutual and more. Sibanye has changed its strategy in the US.

Ghost Bites

Ghost Bites Vol 66 (22)

PSG's restructure has been approved, with some opportunistic s164 plays underway. The Central Energy Fund has finished its due diligence on Renergen. Earnings updates came in from Nedbank, MiX Telematics, Sabvest and others.

Ghost Bites

Ghost Bites Vol 44 (22)

Thursday was all about major corporate actions, including Remgro / Mediclinic, MultiChoice in French cross hairs, Bidvest buying an Australian business and more.

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