Sunday, December 22, 2024
Tag:

AYO Technology

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.

GHOST BITES (Italtile | Nictus | Sibanye-Stillwater | Transaction Capital)

Italtile's share price momentum makes no sense to me. Sibanye-Stillwater has pulled off a sensible uranium deal. Transaction Capital's results are delayed. Nictus had a terrific year thanks to investment income.

GHOST BITES (Acsion | African Media Entertainment | AYO Technology | Copper 360 | Fairvest | Finbond | Mahube | PBT Group | Quantum...

Acsion, African Media Entertainment, AYO Technology, Copper 360, Fairvest, Finbond, Mahube Infrastructure, PBT Group, Quantum Foods and Reinet all released numbers on a busy day.

GHOST BITES (AECI | Growthpoint | HCI | Nampak | Pick n Pay | Sanlam – Santam – MultiChoice | Spar | Tharisa |...

AECI, Growthpoint, HCI, Nampak, Spar, Tharisa, Transaction Capital and Trematon all released numbers to the market. Pick n Pay has confirmed the completion of its recapitalisation plan. Sanlam is partnering with Santam on the MultiChoice insurance deal.

GHOST BITES (Anglo American | Barloworld | Boxer – Pick n Pay | Delta | eMedia | Frontier | Invicta | Netcare | Oceana...

On a bumper day of news, we saw updates from Anglo American, Barloworld, Boxer, Delta Property Fund, eMedia, Frontier Transport, Invicta, Netcare, Octodec and Super Group.

GHOST BITES (Clientele | MTN | Sasfin | Sephaku | Vukile)

Clientele has announced a major acquisition. MTN Ghana and Sephaku released numbers. Vukile's acquisition in Spain is on hold due to floods. Sasfin released its take-private circular.

GHOST BITES (Adcorp | AB InBev | MTN | Oceana | Pan African Resources | Renergen)

Adcorp's restructuring costs hit their profits. AB InBev's volume growth is mainly in no-alcohol beers. Pan African Resources delivered a great project. MTN Nigeria is still struggling. Oceana had a disappointing second half of the year. Renergen is pushing on through challenges.

GHOST BITES (AYO Technology – Mustek | Insimbi Industrial Holdings | Sanlam | Visual International)

Sanlam has closed the Assupol deal. AYO sold a business to Mustek. Insimbi is in the red. Visual International is issuing shares to settle debt.
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