Tag:
Shaftesbury Capital
Ghost Bites
GHOST BITES (iOCO | Kore Potash | Renergen)
iOCO (previously EOH) has made strong progress in its margins. Kore Potash has suffered a wobbly with funding plans, but hopefully only a small one. Renergen released a quarterly update.
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.
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 (Absa | EPE Capital Partners | Lighthouse | Metair | Remgro | RFG Holdings)
Absa underperformed its peers in 2023. Investment holdcos EPE Capital Partners and Remgro both struggled. Metair is turning the corner. Pricing increases kept RFG Holdings in the green. Lighthouse is on the acquisition trail.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Anglo American | Ascendis | Jubilee Metals | MC Mining | Richemont | Sabvest | Sun International |...
Considering how late in December this is, it was a busy day of news on the JSE. Not only did we see the release of results, but we also saw major deals from the likes of Sun International.
Ghost Bites
Ghost Bites (enX | Jubilee Metals | Marshall Monteagle | Trustco)
enX is selling Eqstra to Nedbank. Jubilee Metals has taken a big step forward with its coal strategy. Look out for earnings news from Marshall Monteagle and Trustco as well.
Ghost Bites
Ghost Bites (Barloworld | Bidcorp | Capital Appreciation | Dipula Income Fund | Glencore | Netcare | Novus | Santam | Sibanye-Stillwater | Stor-Age...
On a very busy day of trading statements, important earnings updates came in from a wide variety of JSE-listed companies.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
