Monday, April 28, 2025
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ISA Holdings

Ghost Bites (Anglo American | Amplats | Famous Brands | Kumba | Oasis Crescent | Primary Health Properties | RMB Holdings | Santova |...

Aside from a number of production updates in the Anglo American stable, we saw earnings from Famous Brands, Santova, Spear REIT and Oasis Crescent. Also look out for Primary Health and RMB Holdings.

Ghost Bites (Aspen | Capital Appreciation | Grand Parade | ISA Holdings | Mustek)

It was a day for good news at Aspen and a mixed bag of updates in the technology sector, with the latest from Capital Appreciation, Mustek and ISA Holdings. Grand Parade swung into a profit.

Ghost Bites (Finbond | ISA Holdings | Mahube Infrastructure | Pan African Resources | Quantum Foods | Texton | Tradehold | Transcend Residential Property...

Earnings at Quantum Foods and a production guidance decrease at Pan African Resources were arguably the biggest stories on a day that included news from a few small caps on the local market.

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 (Combined Motor Holdings | EOH | Europa Metals | Industrials REIT | ISA Holdings | Northam Platinum | Texton)

Northam Platinum walks away from RB Plats. CMH has another massive year. EOH catches a bid. Europa Metals starts drilling. Industrials REIT is now a pure-play business. These and more in Ghost Bites!

Ghost Bites (EOH | Murray & Roberts | Richemont | The Foschini Group)

EO-eish: don't say I didn't warn you. Murray & Roberts gets some momentum in renewables. Richemont makes investors richer. The Foschini Group falls 7% despite solid results.

Ghost Bites (Dis-Chem | MTN | Pepkor)

Dis-Chem is still growing into its share price. Two more of MTN's African subsidiaries have reported numbers - it's just a pity one website doesn't work. Pepkor guides solid HEPS growth.

Ghost Bites Vol 80 (22)

Results came in thick and fast, with updates from Harmony Gold, Master Drilling, STADIO, Old Mutual, Kaap Agri, Super Group, Transpaco, Brimstone, Lewis

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