Thursday, January 30, 2025
Tag:

Vodacom

GHOST BITES (Afrimat | Karooooo | Stor-Age)

Afrimat has completed the integration of Lafarge. Karooooo reported another strong set of numbers, although margins must always be watched. Stor-Age is expanding the Parklands facility.

GHOST BITES (London Finance & Investment Group | Powerfleet | Schroder European Real Estate)

London Finance & Investment Group is set to delist. Powerfleet has given an idea of what its enlarged group now looks like financially. Schroder European Real Estate is fighting with French tax authorities.

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 (Italtile | Nictus | Sibanye-Stillwater | Transaction Capital)

Italtile's share price momentum makes no sense to me. Sibanye-Stillwater has pulled off a sensible uranium deal. Transaction Capital's results are delayed. Nictus had a terrific year thanks to investment income.

GHOST BITES (Acsion | African Media Entertainment | AYO Technology | Copper 360 | Fairvest | Finbond | Mahube | PBT Group | Quantum...

Acsion, African Media Entertainment, AYO Technology, Copper 360, Fairvest, Finbond, Mahube Infrastructure, PBT Group, Quantum Foods and Reinet all released numbers on a busy day.

GHOST BITES (Anglo American – Amplats | Equites | FirstRand | HCI | KAL Group | Life Healthcare | Pepkor | Purple | Shaftesbury...

Equites, FirstRand, HCI, KAL Group, Life Healthcare, Pepkor, Purple, Shaftesbury, Stefanutti Stocks and Zeda all gave important earnings updates. Anglo American is selling down 6% in Amplats. Vodacom and Remgro are appealing the Maziv decision.

GHOST BITES (Accelerate | Murray & Roberts | Novus | Remgro)

In a market shocker, Murray & Roberts is suspended from trading and in business rescue. Novus managed solid profits. Mediclinic is boosting Remgro. Accelerate needs to renegotiate the F&G deal.

GHOST BITES (Boxer | Harmony | Life Healthcare | Omnia | Raubex | Stor-Age | Sibanye | Vodacom | Woolworths)

Boxer's pre-listing statement is finally available. Harmony, Life Healthcare, Omnia, Raubex, Stor-Age, Vodacom and Woolworths all released financial updates on a busy day. Sibanye locked in a gold wage deal.
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