Tag:
Remgro
Ghost Bites
GHOST BITES (Castleview – SA Corporate Real Estate | Remgro | Schroder European Real Estate)
Remgro's capital markets day proved that you should find someone who looks at you the way Remgro looks at dividends. Castleview bought more of SA Corporate Real Estate. In other property news, Schroder's valuation dropped again.
Ghost Bites
GHOST BITES (Accelerate Property Fund | AECI | ArcelorMittal | Emira Property Fund | enX | Ethos Capital | Jubilee Metals | Nampak |...
Positive signs at Accelerate Property Fund. AECI, enX and Ethos Capital announced disposals. ArcelorMittal can keep the Longs business alive for now. Emira, Jubilee Metals, PSG, Sephaku, Vukile and York Timber had financial updates. Phil Roux is leaving Nampak.
Ghost Bites
GHOST BITES (Astoria | Barloworld | Fairvest | Master Drilling | Oceana | Pepkor | Remgro | Santova)
Fairvest had no problem raising capital. Pepkor announced a major acquisition. Santova has also flagged a potential acquisition. Astoria, Barloworld and Oceana released difficult numbers. Master Drilling's dividend growth has distracted the market from impairments.
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 (ArcelorMittal | Choppies | Libstar | OUTsurance | Renergen | SA Corporate | Thungela | York Timbers)
Renergen has finally filled a helium container. OUTsurance released exceptional numbers. Thungela is buying out the Australian minorities. Libstar released poor numbers. Look out for ArcelorMittal, Choppies, SA Corporate Real Estate and York Timbers as well.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
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 (Aveng | Jubilee Metals | Metair)
Aveng shareholders are licking their wounds. Jubilee is trying to catch up lost production at Roan. Metair is making major strategic changes in its business, but that balance sheet looks frightening.
