Posts by: The Finance Ghost
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Attacq | Invicta | RMB Holdings | Sappi | Wesizwe)
Attacq has agreed binding terms for the Waterfall deal with the GEPF. Invicta’s odd-lot is going ahead. RMB Holdings is fighting with Atterbury. Trouble in Germany for Sappi and right here at home for Wesizwe.
Power Battle: How SA’s Retail Giants Spent Billions to Defeat Loadshedding’s Wrath
South Africa’s retail giants have spared no expense, shelling out a staggering R2.4 billion to battle the disruptive force of load shedding.
Ghost Bites (AngloGold | Choppies | Eastern Platinum | Nedbank | Telkom)
AngloGold’s corporate reorganisation is costing over R1.1bn in advisory fees. Telkom rejects the Afrifund consortium. Choppies is still looking at Kamoso Group. Eastern Plats is off to court. Nedbank shareholders have no substance to remuneration vote.
CNBC Africa interview: retail stocks
I recently joined CNBC Africa host Tania Habimana for a discussion on the local retailers and whether I would own any of them in this environment.
Mr Price’s Battle with Load Shedding: A Revenue Setback of R1 Billion
Mr Price recently announced that South Africa’s energy crisis and associated load shedding wreaked havoc on its financial performance. Trive South Africa takes a closer look at the stock.
Diversification is no longer a nice-to-have
Everyone wants to know what the future holds. We develop forecasting tools and models to make predictions, but nobody saw the deluge of black-swan events of the past three years coming.
Ghost Bites (Bell Equipment | Invicta | Mondi | RMB Holdings | Southern Palladium | Vukile Property Fund)
A surprise resignation by the Bell CEO at one end of the industrials sector and an acquisition by Invicta in Singapore at the other. Mondi is also buying an asset. RMB Holdings, Southern Palladium and Vukile also feature.