Ghost Bites
Ghost Bites (BHP | Bytes | Insimbi | Pick n Pay | Schroder Real Estate | Sirius Real Estate)
It's showtime for the Pick n Pay rights offer. Sirius had a successful capital raise. Schroder's property values ticked higher. The market hated the Bytes update. BHP is putting Western Australia Nickel under care and maintenance. Insimbi released their circular.
Ghost Bites
Ghost Bites (Alphamin | Sirius Real Estate | Tharisa)
Alphamin has produced plenty of tin in this quarter. Sirius Real Estate is tapping the market for capital once more. Tharisa released quarterly production numbers.
Ghost Bites
Ghost Bites (MAS | Pick n Pay | Zeder)
Pick n Pay declares its R4 billion rights offer - and the market has been kind to the company. MAS has a plan to simplify the Prime Kapital joint venture. Zeder is selling another farm.
Ghost Bites
Ghost Bites (Accelerate Property Fund)
Accelerate Property Fund isn't having any luck with selling Cherry Lane Shopping Centre, but at least they've reached agreement around related party debts.
Ghost Bites
Ghost Bites (Glencore | Orion Minerals | South32 | Telemasters)
Glencore's acquisition of Elk Valley Resources is unconditional. South32's sale of Illawarra is one step closer to completion. Orion Minerals opened the share purchase plan. Telemasters has potential corporate activity.
Ghost Bites
Ghost Bites (Lighthouse Properties)
Lighthouse Properties is furthering its ambitions in Iberia with the acquisition of the Alegro Montijo mall in Portugal.
Ghost Bites
Ghost Bites (Bidvest | Brikor | NEPI Rockcastle | Texton)
Bidvest is getting more focused, selling its bank and buying another services company. Brikor might be taken private. NEPI Rockcastle has exited Serbia. Texton partially sells down its US exposure.
Ghost Bites
Ghost Bites (ArcelorMittal | Brait – Ethos Capital | Sibanye-Stillwater | Spear – Emira | Tongaat Hulett)
ArcelorMittal could be the bravest GNU play of all. Spear releases the Emira circular. Sibanye concludes the s189. Brait and Ethos are moving forward with their plans. Tongaat Hulett might remain listed, but why bother?
