Tag:
Curro
Ghost Bites
Ghost Bites (Crookes Brothers | Mahube Infrastructure | Mantengu | PBT | Premier – RFG | Quantum Foods)
Quantum Foods had one of its best periods in a decade. Mantengu has a lot to do in the second half of the year. PBT Holdings unlocked strong margin gains. Crookes Brothers is a reminder of how tough agri is, while Mahube Infrastructure proves that renewables aren't easy either.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites
Ghost Bites (Coronation | Old Mutual | Reinet | Telkom)
Coronation is enjoying double-digit growth, while Old Mutual is finding it hard to achieve a meaningful uplift in its business at the moment. Telkom is pushing the data story and with great success. Reinet is sitting on a pile of cash that is expected to get much bigger.
Ghost Bites
Ghost Bites (Brait | Cell C | Italtile | Premier – RFG Holdings | Sanlam)
Cell C's offer is open to qualifying shareholders. Brait is enjoying a strong lift at Virgin Active. Premier - RFG have released their merger circular. Italtile is still struggling. Sanlam's numbers are going to become trickier to interpret.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites
Ghost Bites (Collins Property | Impala Platinum | MC Mining | MTN Nigeria | Nu-World | Renergen | Vodacom)
On a big day for telecoms, both Vodacom and MTN Nigeria released excellent numbers. Collins Property, Impala Platinum, MC Mining and Nu-World also had important updates. Renergen shareholders can thank their lucky stars that ASP Isotopes came along to save them.
Ghost Bites
Ghost Bites (AB InBev | Adcorp | Datatec | Dis-Chem | Fairvest | Finbond | Greencoat | Optasia)
Beer volumes are still dropping at AB InBev. Dis-Chem is innovating from a position of strength. Datatec's earnings more than doubled. Great cost control is visible at Adcorp. Optasia's IPO was very successful. Fairvest is buying two malls. Greencoat needs more wind.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
