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MultiChoice
Ghost Wrap
GHOST WRAP – Five insights from November 2024
In a new format for the Ghost Wrap podcast, I looked back on five important insights in the South African market from November 2024. A full transcript and important share price charts are now included. Ghost Wrap is brought to you by Forvis Mazars.
Ghost Bites
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
GHOST BITES (Astral | Fairvest – Dipula | Goldrush | Naspers – Prosus | PPC | Sanlam – MultiChoice | Sirius | Telkom |...
A busy day of news saw earnings from Astral, Goldrush, Naspers - Prosus, PPC, Sirius Real Estate, Telkom and WeBuyCars, along with deal news at Fairvest - Dipula and Sanlam - MultiChoice.
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 (AVI | Bidcorp | Mantengu Mining | Metair | MultiChoice | Powerfleet | Premier | Quantum | Santam)
MultiChoice released terrible numbers. In contract, the likes of AVI, Bidcorp, Premier, Quantum and Santam are navigating difficult conditions successfully. Mantengu Mining is ramping up. Metair is a step closer to getting out of Turkey. Powerfleet's cost savings are paying off.
Ghost Bites
GHOST BITES (AngloGold | Gold Fields | Grindrod | Lesaka | MultiChoice | Sappi | Truworths)
AngloGold released blockbuster results, but the joint venture with Gold Fields in Ghana remains delayed. Grindrod had to shut the Mozambique ports in the wake of election violence. Lesaka, MultiChoice, Sappi and Truworths all 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 (Ethos Capital | MC Mining | Nampak | Netcare | PPC | Rainbow Chicken | Spar | York Timber)
Nampak has successfully refinanced its group. Netcare is on for a good year, but PPC investors need to be patient. Spar, York Timber and smaller counters Ethos Capital and MC Mining all released numbers. Rainbow Chicken extracted its results to help shareholders out.