Tag:
Mpact
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 (Assura – Primary Health Properties | AVI | Merafe | Mpact | Sun International | Texton)
AVI remains the operating leverage champion. Sun International had a great end to 2024. Mpact's Plastics business had an ugly year and so did Merafe. Texton is sitting on quite a cash pile. Suitors are circling Assura - including Primary Health Properties.
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 (AngloGold | Aveng | City Lodge | Discovery | Gemfields | Glencore | Metrofile | Mpact | Sibanye-Stillwater | Transpaco | Vodacom...
Another busy day of mining news saw AngloGold with exceptional results, with Glencore and Sibanye also adding to the mix. Discovery had a strong story to tell. Gemfields has good news for shareholders. Other updates included Aveng, City Lodge, Metrofile, Mpact, Transpaco, Vodacom, Vunani and WBHO.
Ghost Bites
GHOST BITES (Exxaro | MAS Real Estate | Resilient | Super Group | Sygnia | Tiger Brands)
Super Group has agreed to sell SG Fleet and the market has celebrated. Exxaro has suspended its CEO. MAS Real Estate, Resilient, Sygnia and Tiger Brands released important financial updates.
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 (AECI | Altron | Anglo American | Collins | Discovery | enX | Exemplar | MTN | Oando | Redefine)
Altron has staged quite the comeback. Redefine's numbers aren't telling a great story. AECI and Anglo American have news on asset disposals. Collins, enX, Exemplar, MTN Uganda and Oando all released numbers. Discovery gave an interesting presentation to debt holders.
Ghost Bites
Ghost Bites (Copper 360 | Mpact | MTN Uganda | Pick n Pay | Telkom)
Pick n Pay found strong market support. Telkom's great Q1 isn't a reflection of the full year. Mpact had a tough interim period. MTN Uganda is one of the best subsidiaries. Copper 360 has started mining at Rietberg.
