Results and dividends expected this week as reporting season kicks into gear again

You can always tell when a company issues pretty dire results as the main key pieces of information are hidden away inside the release So it was with the H1 2026 results from $JSEAFT Afrimat HEPS plunged to a loss of 58 cents per share down -156.9% No dividend paid However, much of the results narrative was as expected and has been well articulated at the July 29th AGM and August 25th business update. There were few surprises to @smalltalkdaily Afrimat snap I’m off to results at 12H00 & have the first post results management meeting On results, iron ore - as written & expected - collapsed in H1 for all reasons I articulated in recent notes. Operating profits of R8.5m, a slide of -98%. That’s why my follow on quip on Arcelor Mittal posted last night here on X is very interesting looking forward Cement’s loss of R146m again as expected & was R15m worse than I envisioned 4% reduction in debt is negligible in scheme of things & we await sale of cement to slash debt hard likely into Q1 2027 #AFT recovered nicely since @smalltalkdaily Aug 13th 2696c & Aug 25th 26O5c speculative buy notes - target 🎯 remains 3800c & 4200c Stock at 3400 cents is +28% since my recommendations in August The “silver bullets” I’ve written on - that now also includes IDC - are all to play for in coming months 1. Sale of cement 2. Debt reduction 3. Increased Transnet iron ore export line allocation 4. De-risking from Arcelor Mittal I expect iron ore to still have an awful H2 due to pricing but into 2027 if #AFT gains the extra export line tonnage as I’ve written on - that will be a winner. That news should come in December Otherwise today’s results as I’ve written on since the July 29th AGM & onwards is much to expectation