Posts by: Evon Jeewan
Ghost Bites Vol 46 (22)
Tiger Brands has decided to see out one more season at its Ashton operation. Tongaat Hulett shareholders got too excited. South32 sold royalties, City Lodge is feeling healthier and there’s a production report from Tharisa, among several other updates!
MultiChoice’s French connection
Canal+ already owns more than 20% of MultiChoice, which puts the company in breach of local regulations. Ghost Grad Sinawo Bikitsha contemplates what the future could hold.
Ghost Stories Ep2: Justin Clarke (OrbVest)
Justin Clarke founded Private Property and helped steer the business through two financial crises and an investment by famous firm Tiger Global Management. He is now Ops Director at OrbVest, giving South African investors access to US medical real estate assets.
Ghost Bites Vol 47 (22)
There’s action in the property space, with Emira making a general offer to Transcend Residential shareholders. Old Mutual has released the circular for its B-BBEE deal. Steinhoff is bleeding again. Jubilee has made strong progress in Zambia.
Pan African Resources: more gold and less debt
Pan African Resources is a rock solid operator that has outperformed its peers over the past year. Of course, as luck would have it, it’s the one gold miner I didn’t buy in 2021.
Thorts: A scheme of arrangement – shareholders’ approval rights
In determining whom the “persons entitled” to vote on a class scheme should be, all circumstances must be taken into consideration
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Ghost Bites Vol 48 (22)
Pan African Resources achieved record production. Coronation’s AUM is still dropping. Steinhoff subsidiary Pepco is reporting great sales growth. Schroder’s European portfolio value has dropped slightly.
Thorts: Is the B-BBEE Commission overstepping its powers?
South Africa’s B-BBEE Commission – the “enforcer” of BEE compliance – has, in recent months, found itself on the wrong side of the law
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Thorts: Time to expand the C-Suite?
Now may be the perfect time for South African companies to consider the formal appointment of a chief ESG officer.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
Thorts – Lessons learnt from dealmaking during COVID-19
COVID-19 had a significant practical impact on business operations which, in turn, impacted profitability, long-term sustainability and, ultimately, dealmaking
South African M&A Analysis H1 2022
Round-up of South African M&A activity for H1 2022 plus the M&A and GCF league tables
