Tuesday, April 7, 2026

DealMakers

PODCAST: No Ordinary Wednesday Ep124 | A crude awakening for inflation?

In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar dilemma: tighten into slowing growth, or risk letting inflation take hold. Guest host Neo Ralefeta explores the implications for global growth and what it means for South Africa, from currency volatility to fuel supply risks and consumer costs.

Ghost Bites (BHP | Eastern Platinum | Exxaro | MTN | Nu-World | Orion Minerals)

A busy couple of days saw primarily mining sector updates, with important funding news at BHP and Orion Minerals. Exxaro has locked in a long-term supply contract with Eskom. Eastern Platinum hopes to break even in 2026. MTN Ghana has localised ownership of its fintech business. Nu-World's trading statement is encouraging.

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 and debt financing space?

Weekly summary of all M&A, financial and debt market activity from across Africa (excluding South Africa).

Say what you mean and mean what you say

Parties are perfectly entitled to take the scenic route around a statute, provided there is commercial sense and the agreement reflects their true intention.

Africa’s digital backbone

Unlocking Africa’s digital infrastructure potential requires a coordinated response across three dimensions: investment, skills and energy.

Ghost Bites (African Rainbow Minerals | Datatec | Emira | Hyprop | Jubilee Metals | Master Drilling | RCL Foods | Remgro | Sephaku...

RCL Foods is betting on pets. Remgro is going ahead with the Mediclinic deal. Datatec is growing strongly. In property, we saw news from Emira and Hyprop. African Rainbow Minerals is investing further in copper, while Jubilee's copper EBITDA has at least swung positive. Master Drilling had a reasonable year. Sephaku Holdings needs more infrastructure spend to come through.

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