Ghost Bites
Ghost Bites (Afrimat | Attacq | Brimstone – Sea Harvest | Datatec | Pan African Resources | Reinet | South32)
Sea Harvest announced a major deal to acquire parts of the Terrasan business, with a knock-on impact for Brimstone as well. Afrimat also released an M&A update. Look out for numbers from Attacq, Pan African Resources, South32 and others.
Ghost Bites
Ghost Bites (Ascendis | Fortress | Novus)
The Ascendis story has taken another turn. Fortress got strong approval for the scheme to sort out its share class structure. Novus has been busy with share buybacks.
Ghost Bites
Ghost Bites (BHP | Kore Potash | Motus | Richemont)
Richemont blew the market away with a positive surprise. Motus' earnings are way down, but this was expected. BHP has a few production headaches. Kore Potash is still hanging on for that EPC contract.
Ghost Bites
Ghost Bites (Grindrod | Kibo Energy | Ninety One | Trustco)
Grindrod has great news to report from the Maputo Port. Kibo Energy is trying hard to keep investors interested. Ninety One's AUM ticked higher. Trustco is doing some odd-looking things.
Ghost Bites
Ghost Bites (Metair | Northam)
Metair has appointed a new CEO to help stabilise the company after a terribly unlucky period. Northam has significantly increased production, especially in third party purchases.
Ghost Bites
Ghost Bites (Frontier Transport | Merafe | Sappi | Schroder European Real Estate | Tongaat)
Frontier Transport announced a special dividend. Merafe signed off on 2023 production. Sappi shuts the Lanaken Mill in Belgium. Schroder property valuations move lower. Tongaat creditors approved the plan.
Ghost Bites
Ghost Bites (Efora Energy | Kibo Energy | Pick n Pay | Tharisa)
Tharisa achieved a solid quarter of production. Sean Summers has made significant leadership changes at Pick n Pay. Kibo Energy issued a lot of shares to a lender. Efora Energy is suspended from trading but has acquired a property.
Ghost Bites
Ghost Bites (Kibo Energy | Life Healthcare | Lighthouse | Telkom | Texton)
Telkom is a step closer to a Swiftnet deal. Texton closes the rights offer. Life's disposal of Alliance Medical Group is unconditional. Lighthouse sells Hammerson. Kibo chases money.
