Tag:
NEPI Rockcastle
Ghost Bites
GHOST BITES (African Rainbow Capital | Bytes | Libstar | Master Drilling | Old Mutual | Remgro | Resilient | Schroder European Real Estate...
African Rainbow Capital wants to delist. Super Group is having a really tricky time. Numbers came out from Bytes, Libstar, Master Drilling, Old Mutual, Remgro, Resilient and Schroder European Real Estate.
Ghost Bites
GHOST BITES (Attacq | Cashbuild | Curro | Emira | Growthpoint | Old Mutual | Quilter | Spur | STADIO | Trellidor | Woolworths)
Woolworths released really disappointing numbers. Curro has a demand problem, but earnings are up for now. Attacq, Quilter, Spur and STADIO all had strong stories to tell. Trellidor and Growthpoint are on the up. Cashbuild and Old Mutual were less exciting. Emira sold a property portfolio.
Ghost Bites
GHOST BITES (AfroCentric | Aspen | Bidvest | Clientele | Italtile | JSE | MAS | Metrofile | MTN | Mustek | PPC |...
Aspen, MTN Ghana, PPC, RCL Foods and Santam all had particularly good stories to tell, with Clientele, JSE and MAS in the green as well. Bidvest was a mixed bag in 2024. Italtile pulled off a resilient performance in the end. AfroCentric released very poor numbers, with Metrofile and Mustek also deep in the red.
Ghost Bites
GHOST BITES (African Rainbow Minerals | Anglo American | Curro | Grindrod | NEPI Rockcastle | Redefine)
African Rainbow Minerals is a victim of the cycle. Anglo American has locked in a long-term deal with the Botswana government for De Beers. Curro is struggling to fill its schools. Grindrod, NEPI Rockcastle and Redefine all delivered financial updates.
Ghost Bites
GHOST BITES (enX | Grindrod | MAS | NEPI Rockcastle | Sibanye-Stillwater | South32)
EBITDA margins are significantly lower at Grindrod. Sibanye-Stillwater has raised $500 million through a streaming deal in its local PGM mines. South32 is navigating the Mozambique unrest successfully.
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 | 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.
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.
