Tuesday, April 29, 2025
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RFG Foods

Ghost Bites (BHP | Brimstone | Master Drilling | Pick n Pay | Redefine | Sasfin | Sea Harvest | Stor-Age | WBHO)

BHP is a great example of mining cycles. Pick n Pay has some green shoots. Stor-Age remains a solid player. Look out for Brimstone, Master Drilling, Redefine, Sea Harvest, WBHO and more.

Ghost Bites (ADvTECH | Harmony | Italtile | STADIO)

ADvTECH and STADIO both released great numbers, showing the value of the tertiary education sector. Harmony has more than doubled HEPS. Italtile has warned of competitive pressures.

Ghost Bites Vol 68 (22)

Friday was a big day. Telkom responded to the rain press release, Mondi is selling its Russian business and Novus is buying 75% of Pearson SA. Resilient and Distell released results. The Caxton and Mpact fight is really heating up.

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