Posts by: The Finance Ghost
Ghost Bites (AngloGold | Europa Metals | MTN | Standard Bank)
AngloGold and Standard Bank are examples of companies at completely different places in their respective cycles. Look out for updates from Europa Metals and MTN as well.
Ghost Bites (Gemfields | Impala Platinum | Pan African | PPC | Spur)
Spur released blowout results. Gemfields is doubling down on Mozambique. Tough times in mining at both Impala Platinum and Pan African. PPC is doing a 10% B-BBEE deal in SA.
Nedbank Group 2023 Interim Results and Mike Davis interview
Along with the release of 2023 interim results, Nedbank CFO Mike Davis granted me an interview. It was insightful to say the least and is well worth reading with the results.
Ghost Bites (Glencore | Hulamin | Kore Potash | Nedbank | Quilter | Tongaat Hulett | Vodacom)
Right at the death, Vodacom dropped a bombshell on the market that also impacts Remgro. Look out for earnings from Glencore, Hulamin, Nedbank and Quilter, with important news from Kore Potash as well.
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
Ghost Bites (ADvTECH | CA Sales | Capital & Regional | Cashbuild | Life Healthcare | Lighthouse | Montauk)
ADvTECH and CA Sales released excellent earnings. Cashbuild…didn’t. Capital & Regional is raising equity for what looks like a juicy acquisition. Look out for news from Life Healthcare, Lighthouse and Montauk as well.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
South African M&A Analysis H1 2023
Round-up of South African M&A activity for H1 2023 plus the M&A and GCF league tables
Ghost Bites (Eastern Platinum | Exxaro | Finbond)
Exxaro’s recent earnings profile was perfect for my chart of the day. Also look out for earnings news from Eastern Platinum and a major share repurchase by Finbond, with important stuff in Little Bites as well.