Tag:
Metair
Ghost Bites
Ghost Bites (Metair | Northam)
Metair has appointed a new CEO to help stabilise the company after a terribly unlucky period. Northam has significantly increased production, especially in third party purchases.
Ghost Bites
Ghost Bites (AYO Technology | British American Tobacco | Gemfields | Metair | Nedbank | Rebosis | Schroder Real Estate | Texton | Tharisa...
The biggest news of the day was British American Tobacco's impairment and outlook, which drove a 10% drop in the share price. A number of other companies released updates as well.
Ghost Wrap
Ghost Wrap #46 (Libstar | Gemfields | FirstRand | Metair | Growthpoint)
In just six minutes, you can learn about companies in the FMCG, mining, banking, industrial and property sectors. It can only be Ghost Wrap, brought to you by Mazars.
Ghost Bites
Ghost Bites (African Rainbow Capital | AfroCentric | FirstRand | Gemfields | Metair | Sibanye-Stillwater)
Things are starting to look better at ARC. AfroCentric suffered a big drop in earnings. FirstRand takes a cautious approach. Gemfields disappointed the market. Metair's bad luck remains. Sibanye is retrenching in the gold operations.
Ghost Bites
Ghost Bites (AH-Vest | Industrials REIT | Grand Parade | Rex Trueform | Sappi | Universal Partners)
AH-Vest gets squeezed by load shedding. Blackstone formalises the offer for Industrials REIT. Sappi's sale of European mills falls through. Dentistry pays at Universal Partners. Grand Parade has a new CEO. Rex Trueform releases solid numbers.
Ghost Bites
Ghost Bites (Anglo American | Investec | Murray & Roberts | Nampak | NEPI Rockcastle | Oceana)
Anglo is working towards lower carbon steelmaking. Investec and Rathbones will create the UK's largest wealth manager. The sale of Bombela by Murrays is a go. Nampak buys some time. NEPI's balance sheet is stronger. Oceana sells Commercial Cold Storage.
Ghost Wrap
Ghost Wrap #18 (Absa | RCL Foods | Metair | York Timber | Nampak | EOH | Bell Equipment | Barloworld)
In this week's Ghost Wrap, a number of marginal companies on the JSE are in the spotlight. There's also deal activity at Absa and RCL Foods, along with results from Bell Equipment and Barloworld.
Ghost Bites
Ghost Bites (aReit | Metair | Nampak | Southern Palladium | Workforce | York)
Nampak's balance sheet is in serious trouble. York needs to make big improvements. Metair leaves an awful year behind it. aReit has hurt investors, as I suspected it would. Workforce earnings are up. Southern Palladium has drilling results.
