Tag:
Cognition
Ghost Bites
Ghost Bites (Ascendis | Mondi | Old Mutual)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars:
Ascendis will be investigated by the TRP (JSE:...
Ghost Bites
Ghost Bites (African Rainbow Capital | Caxton – Cognition | Exxaro | MC Mining | Resilient | Standard Bank)
Standard Bank had a great year in 2023. African Rainbow Capital is looking better, for the most part. Look out for Caxton's deal with Cognition, as well as Exxaro, MC Mining and Resilient.
Ghost Bites
Ghost Bites (Cognition | Delta Property Fund | Transaction Capital)
The big news of the day was the WeBuyCars investor presentation and Transaction Capital unbundling circular. Also look out for numbers from Cognition and a censure of Delta Property Fund.
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 (African Rainbow Minerals | AVI | Bidvest | Brimstone | Cognition | MAS | Nampak | Naspers + Prosus | PPC |...
On a busy day of news, we saw everything from corporate activity at Naspers / Prosus through to results in the agriculture and food space from the likes of RCL Foods, AVI and Sea Harvest. You'll also see numbers from companies ranging from Bidvest to MAS
Ghost Bites
Ghost Bites (ADvTECH | CA Sales Holdings | Cognition | Italtile | Murray & Roberts)
ADvTECH put on a masterclass in operating leverage and CA Sales Holdings is also flying. The exact opposite is true at Murray & Roberts. Italtile is struggling in this environment. Cognition released a trading statement.
Ghost Bites
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.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
