Saturday, April 26, 2025
Tag:

Tharisa

GHOST BITES (Aspen | Coronation | Oasis Crescent | Standard Bank | Tharisa | Texton)

Brace yourself for a terrible Wednesday for Aspen. Standard Bank achieved double-digit growth. Coronation's AUM went sideways this quarter. Oasis Crescent grew its distribution ahead of inflation. Look out for news from Tharisa and Texton as well.

GHOST BITES (Anglo American | Choppies | Life Healthcare | Murray & Roberts | Renergen | Tharisa | Trematon)

Renergen scored an initial victory against Springbok Solar. Murray & Roberts is indeed a doughnut. Anglo's deal with Peabody is under fire. Life Healthcare has complex numbers. Tharisa's production came under pressure. Trematon's capital allocation looks off to me. Choppies is selling Choppies Zimbabwe.

GHOST BITES (Jubilee Metals | Life Healthcare | Northam Platinum | Schroder European Real Estate | Tharisa)

Life Healthcare is selling LMI but is retaining exposure to earnout payments. There were mining production updates from Jubilee Metals, Northam Platinum and Tharisa. Schroder European Real Estate's valuations are under pressure again.

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.

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 (Altron | Equites | Lighthouse | Mantengu Mining | Newpark REIT | Sibanye-Stillwater | Tharisa)

Sibanye-Stillwater dropped sharply after a bad day in court. Property news came in from Equites, Lighthouse and Newpark REIT. Mantengu Mining and Tharisa gave property and chrome updates, while Altron has achieved a major uptick in earnings.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies
Verified by MonsterInsights