Tag:
Montauk Renewables
Ghost Bites
Ghost Bites (Advanced Health | Pick n Pay | Schroder European REIT | Stefanutti Stocks)
Advanced Health seems to be headed for the exit. Pick n Pay invests in red meat. Schroder's valuation goes the wrong way. Stefanutti Stocks gets paid on its claim soon.
Ghost Bites
Ghost Bites (enX | MTN | Octodec | RFG Holdings | Sappi | Trematon)
Times are tough at MTN and at Sappi. RFG Holdings is doing nicely, Octodec is on the up ad Tramaton is flat if you read carefully. There's an unexciting mandatory offer at enX.
Ghost Bites
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
Ghost Bites (Balwin | Capital & Regional | Montauk Renewables | Premier | Richemont | SA Corporate Real Estate)
Balwin's outlook is worrying. Capital & Regional sells The Mall. Montauk swings into profitability. Premier's offer was strongly supported by Titan. Richemont simplifies its listing. SA Corporate Real Estate inches forward.
Ghost Bites
Ghost Bites (AVI | MultiChoice | Purple Group | Sappi | Transaction Capital)
AVI inches forward despite tough conditions. MultiChoice invests heavily ahead of the FIFA World Cup. Purple Group is still profitable in a tough market. Sappi reports another record quarter. Transaction Capital is growing in the high teens.
Ghost Bites
Ghost Bites Vol 82 (22) – Massmart | Implats | Truworths | Santam | Fortress
Walmart hasn't wasted any time, with the offer to Massmart shareholders now formally made. Financial updates came in from Implats, African Rainbow Minerals, Santam, Sanlam, Fortress, Truworths and more.
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.
