Tag:
Anglo American
Ghost Bites
GHOST BITES (Adcock Ingram | AECI | Anglo American | Barloworld | Blue Label Telecoms | Equites | Gold Fields | Hulamin | Mondi...
Anglo American released an ugly set of numbers. Adcock Ingram, AECI, Barloworld and Mondi aren't exactly shooting the lights out either. Blue Label Telecoms reported flat earnings. Gold Fields should've had a stronger year. Look out for Equites, Hulamin and Tiger Brands as well.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
GHOST BITES (Anglo American | Assura | BHP | DRDGOLD | Kumba Iron Ore)
Anglo American has a buyer for its nickel business. BHP's payout ratio has dropped considerably. DRDGOLD loved the recent gold price. Kumba is doing the best they can. Assura has rejected potential bidders.
Ghost Bites
GHOST BITES (Afrimat | Anglo American | Amplats | Aveng | CA Sales Holdings | Emira | Quantum Foods)
Afrimat's full-year results are going to be interesting. Anglo American is getting as much cash as possible out of Amplats before the demerger. Aveng's share price is still dropping. CA Sales announced another bolt-on deal. Quantum Foods is having an excellent period. Emira released the Polish deal circular.
Ghost Bites
GHOST BITES (Anglo American | Anglo American Platinum | ArcelorMittal | DRDGOLD | Gold Fields | Hudaco | KAL Group | Kumba Iron Ore...
It was a very busy day of news in mining, with the Anglo group companies as well as DRDGOLD and Gold Fields all releasing updates. ArcelorMittal is trying to save the longs business. Hudaco has a sobering outlook. KAL Group is off to a solid start this year. Lesaka hit guidance once again.
Ghost Bites
GHOST BITES (Anglo American | Barloworld | Hyprop | Octodec)
Barloworld has released the much-anticipated circular for the take-private deal. Anglo American's disposal of Jellinbah Group closed faster than expected. Hyprop released a festive trading update. Octodec has taken a small step away from the external manager structure.
Ghost Bites
GHOST BITES (Aspen | Metair | Rex Trueform | Sanlam | Sasfin)
Aspen is bringing Eli Lilly's Ozempic competitor to the SA market. Metair is getting even less from the Mutlu disposal than we thought. Rex Trueform is buying a software group at a huge multiple. Sanlam unlocked billions from Allianz. Sasfin is delisting this month.
