Tag:
Italtile
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Wrap
Ghost Wrap #76 (Italtile & Cashbuild | Quilter | AngloGold & Gold Fields)
Italtile and Cashbuild are interesting plays for an improvement in consumer discretionary spending. Quilter released strong results. AngloGold and Gold Fields had such different production results, yet its Gold Fields out there doing deals.
Ghost Bites
Ghost Bites (Attacq + Hyprop | Aveng | Brait | CA Sales Holdings | Castleview + Emira | Gold Fields | Italtile | Merafe...
Sasol has thrown the kitchen sink at the latest earnings. Renergen is finally producing helium. Italtile has some green shoots. Tough times at Super Group. CA Sales is doing well. Look out for Attacq, Hyprop, Aveng, Brait, Castleview, Emira, Gold Fields, Merafe and Montauk as well.
Ghost Bites
Ghost Bites (Castleview | Crookes Brothers | Grindrod | Lighthouse | Marshall Monteagle | Nampak | Nictus | PBT Group | Resilient | SA...
Nampak's continuing operations are profitable. Resilient, Lighthouse, Castleview and SA Corporate gave property updates. PBT Group has some margin pressure. Crookes looks much better. There's news from Grindrod, Marshall Monteagle and Nictus as well, along with loads of Little Bites.
Ghost Bites
Ghost Bites (Afine | Anglo – BHP | Capital Appreciation | Delta | Emira | Nampak | Old Mutual | Trustco | Woolworths |...
Woolworths is struggling in the apparel business. Zeda declared a maiden dividend. Anglo said no to BHP once more. Look out for Afine, Capital Appreciation, Delta, Emira, Nampak, Old Mutual and Trustco as well.
Ghost Bites
Ghost Bites (Alexander Forbes | Collins Property | Coronation | Finbond | HCI | Salungano | Tharisa | Transaction Capital)
Alexander Forbes shows the value of strategic focus. Collins Property and Coronation released important dividend news. HCI suffered non-cash negative moves. Transaction Capital still has a long road to travel. Salungano, Tharisa and Finbond all released numbers.
Ghost Bites
Ghost Bites (Coronation | Brimstone – Sea Harvest | enX | NEPI Rockcastle | Santova | Stefanutti Stocks | Universal Partners)
Coronation's earnings trajectory is a concern. NEPI Rockcastle is flying and enX is doing pretty well too. Santova is catching the wrong end of the cycle.
Ghost Bites
Ghost Bites (enX | KAL | Lesaka | MTN | Pan African Resources | RFG | Sappi)
Lesaka is scaling. Pan African Resources loves higher gold prices. enX, KAL, RFG and Sappi all released numbers, as did MTN Uganda.
