Sunday, June 15, 2025
Tag:

Grand Parade

Ghost Bites (AYO | Eastern Platinum | Gemfields | Grand Parade | Northam Platinum)

AYO settles with the PIC, but the terms are a mystery. Eastern Plats launches a major rights offer. Gemfields releases great results with a cautious outlook. Grand Parade is a much cleaner group. Northam: all the earnings, but no dividend.

Ghost Bites (Accelerate | EPE Capital Partners | Fairvest | Grand Parade | Growthpoint | MC Mining | Merafe | Orion | STADIO)

Accelerate sells a property at a loss. EPE Capital Partners has a modest increase in NAV. Fairvest and Growthpoint gave property updates, alongside mining news from Orion, MC Mining and Merafe. STADIO is paying higher dividends.

Ghost Bites (Accelerate | DRA Global | Grand Parade | Harmony | Implats – Northam – RBPlats | Mondi | MTN | Steinhoff)

Accelerate isn't accelerating. DRA Global has placed treasury shares. Offer for Grand Parade is fair and reasonable. Harmony closes Eva Copper deal. Implats has one hurdle left. Mondi sells more Russian assets. MTN pre-close update. The show is over at Steinhoff.

Ghost Bites (Barloworld | Ethos | Naspers | Netcare | Sirius | Sun International | Tsogo Sun)

Barloworld banks a big result and announces the Zeda unbundling. Ethos Private Equity to merge with The Rohatyn Group. Naspers's HEPS swings into the red. Netcare is a case study in operating leverage. Sirius Real Estate grew strongly but is trading below NAV. Sun International shines on Grand Parade. Tsogo Sun Gaming shows that casinos cashed in.

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