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Ghost Bites
Ghost Bites (Clientèle | Glencore | Merafe | MTN | Santova)
Dividend darling Clientèle wants to delist. Glencore is telling a bullish story after Q1, with MTN Nigeria also enjoying the current oil situation. Merafe should have an answer on the electricity tariffs by June. Santova clawed back a lot of lost ground in the second half of the year.
Dominique Olivier
Hello hello, Art Nouveau
At the height of the Belle Époque, the Art Nouveau movement pushed back against industrial sameness with unapologetic beauty. As AI ushers in a new age of effortless production, that same tension between efficiency and aesthetics is beginning to surface again. Could an unexpected outcome of AI be a return to beauty in everyday things? Dominique Olivier takes us back to the Art Nouveau era.
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
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
DealMakers
Who’s doing what in the African M&A and debt financing space?
Weekly summary of all M&A, financial and debt market activity from across Africa (excluding South Africa).
Ghost Bites
Ghost Bites (Astral Foods | MTN Ghana | Primary Health Properties)
Astral Foods has tightened its earnings guidance. MTN Ghana has banked another strong quarter. Primary Health Properties is delivering on merger synergies. And there are plenty of Nibbles today!
Unlock the Stock
UNLOCK THE STOCK: Attacq Limited
In the 69th edition of Unlock the Stock, Attacq Limited returned to the platform to talk about the recent numbers and the strategic outlook for the business. The recorded presentation and Q&A session is available here.
Ghost Bites
Ghost Bites (Anglo American | CMH | Kumba Iron Ore | Merafe)
CMH is a great example of how to overcome disruption. Anglo American is a mixed bag, with diamonds going from bad to worse. Kumba Iron Ore is doing well, but remains at the mercy of Transnet. Merafe's smelter operations were negligible in the latest quarter.
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