Tuesday, October 22, 2024

The Finance Ghost

GHOST BITES (BHP | Capital & Regional – Growthpoint | 4Sight | Prosus / Naspers | South32 | Workforce Holdings)

Capital & Regional released the circular for the NewRiver scheme. Workforce Holdings could be the next JSE delisting. 4Sight released great earnings. BHP and South32 had updates in the mining sector and Prosus / Naspers CEO Fabricio Bloisi released his 100-day letter.

GHOST BITES (British American Tobacco | CA Sales | Finbond | NEPI Rockcastle | Reinet | Renergen | Santova | Sibanye | Standard Bank)

CA Sales, NEPI and possibly Finbond have been busy with corporate actions. British American Tobacco might be done with Canadian litigation. Reinet, Renergen, Santova and Standard Bank released numbers. Sibanye's bad luck continues.

Short Stories v.04: Crowdsourced Creativity

Many of us are sitting on a treasure trove of inventions that we’re sure would be hits if we just had the chance to pitch them. But does that mean all of those ideas are worth investing in? Dominique Olivier brings you a handful of examples of what happens when big brands turn to their customers for ideas.

GHOST BITES (BHP | CMH | DRDGOLD | Insimbi | Mondi | NEPI Rockcastle | Pick n Pay | Premier | PSG)

Pick n Pay is still really struggling. The downturn at CMH is clear. Premier and PSG have shown strong growth. Look out for BHP, DRDGOLD, Insimbi, Mondi and NEPI Rockcastle as well.

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)

GHOST BITES (ArcelorMittal | 4Sight | Primary Health Properties | Quilter | Zeder)

ArcelorMittal dishes out a reality check. 4Sight, Primary Health Properties and Quilter gave financial updates to the market with encouraging signs. Zeder's Applethwaite disposal has been completed.

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