Tag:
PSG Financial Services
Ghost Bites
Ghost Bites (Cashbuild | DRDGOLD | Gemfields | Labat Africa | Premier – RFG | PSG Financial Services | Sanlam | Vukile Property Fund)
Premier wants to acquire RFG in a share-for-share deal. Vukile raised far more than the planned R2 billion. PSG Financial Services banked excellent numbers. Sanlam's capital markets day reflects high growth targets. Updates came in from Cashbuild, DRDGOLD, Gemfields and Labat Africa as well.
Ghost Bites
Ghost Bites (ASP Isotopes | Exemplar REITail | Karooooo | Vukile Property Fund | Vunani)
ASP Isotopes is raising $210 million to take advantage of the jump in the share price. Vukile Property Fund is raising R2 billion for acquisitions. Karooooo released solid numbers. Exemplar REITail is buying two retail properties. Vunani's trading statement looks good.
Ghost Bites
Ghost Bites (Africa Bitcoin Corporation | Curro | eMedia | Orion Minerals | Prosus | Trustco)
Curro is ready to go private. Prosus can close the Just Eat Takeaway.com deal. eMedia is making a significant offshore investment. Africa Bitcoin Corporation needs to get up the J-curve a lot faster. Orion Minerals is enjoying strong capital raising support. Trustco has once again angered the JSE.
Ghost Bites
Ghost Bites (Boxer | CMH | Emira | HCI | MC Mining | PSG Financial Services | Vukile)
Boxer and Vukile show us where the growth is in South Africa, while Emira is struggling with its property portfolio. CMH has done a great job in a changing automotive environment. PSG Financial Services is going from strength to strength. HCI keeps jumping through hoops for SACTWU. MC Mining made a gross loss - not something you'll see very often!
Ghost Bites
Ghost Bites (Accelerate Property Fund | Delta Property Fund | MAS | Schroder European Real Estate)
MAS shareholders have spoken - and Prime Kapital have a fight on their hands. Accelerate Property Fund is trying to tie up loose ends with related parties. Schroder's European portfolio is a mixed bag. Delta's disposal of 88 Field shows how CBDs have deteriorated.
Ghost Bites
Ghost Bites (FirstRand | Primeserv)
FirstRand has updated its guidance and reminded the market why it trades at a premium valuation. Primeserv's business support services model is doing very nicely.
Ghost Bites
Ghost Bites (FirstRand | KAP | Kore Potash | Premier | Southern Palladium | Telkom)
Telkom and Premier released excellent numbers, while KAP got a well-deserved klap from the market. Kore Potash has finally got a funding proposal on the table, but it doesn't come cheap. Southern Palladium is raising money. FirstRand's HSBC deal is a step closer to completion.
Ghost Stories
Ghost Stories #63: The Think Big South Africa Competition with PSG
PSG Financial Services is the proud sponsor of the Think Big South Africa competition, in collaboration with Economic Research Southern Africa (ERSA). PSG wants to encourage South Africans to get involved in their country at the highest level, bringing forward policy ideas and constructive solutions to drive conversations and real change in our country. PSG CEO Francois Gouws joined me to explain why.
