Tag:
Europa Metals
Ghost Bites
GHOST BITES (Bell Equipment | Netcare | Novus | Orion Minerals | MultiChoice | Safari Investments | Telkom)
MultiChoice has rug pulled its B-BBEE investors. Bell Equipment is way off its offer price and earnings are dropping. Telkom and Netcare are both growing. Safari Investments is exiting Namibia. Novus and the TRP aren't friends. Orion released its long-awaited DFS for both major assets.
Ghost Bites
GHOST BITES (Dis-Chem | Sibanye-Stillwater)
Dis-Chem's wholesale strategy is working beautifully. SIbanye-Stillwater has become increasingly reliant on gold rather than other parts of the group.
Ghost Bites
GHOST BITES (Coronation | Mr Price | Quilter | Vukile)
Coronation's AUM has moved sharply higher and Quilter also has a great story to tell about growth in that sector. Mr Price is winning market share and had a strong finish to 2024. Vukile's Spanish property acquisition may still go ahead in the aftermath of floods.
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 (Brait | NEPI Rockcastle | RMB Holdings | Schroder European Real Estate)
Brait's brief trading update was far too easy to miss on SENS. NEPI Rockcastle is buying another mall in Poland. RMB Holdings and Schroder European Real Estate released numbers.
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 (Brait | Dipula Income Fund | Emira | Ethos Capital | Southern Sun)
Brait got a boost from Virgin Active. In property, Dipula and Emira released uninspiring results. Southern Sun is doing extremely well. Ethos Capital had a busy quarter of corporate actions.
Ghost Bites
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.
