by Rowan Goeller | Sep 30, 2021 | Construction and Basic Materials
Key message: a positive trading update with the removal of an undertaking for a capital raise the highlight. PPC released a restructuring and operational update for the six months to September 2021.The highlight is the removal of the undertaking for a capital raise as...
by Rowan Goeller | Sep 7, 2021 | Construction and Basic Materials
Key message: Actively managing down the order book should improve the quality of earnings. Signs of a recovery in the mining sector is a positive for WBO. WBHO released FY21 results. HEPS swung back to profitability with reduced loses in Australia off an 11% decline...
by Rowan Goeller | Aug 25, 2021 | Construction and Basic Materials
June 2021 Key message: June imports fell and the July/August levels are likely to fall substantially due to the looting and disruptions around the port of Durban. June 2021 saw imports of 57 958 tons.The 12-month rolling annual import level is 1.255m tons, up 43% on...
