Saturday, June 14, 2025

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Ghost Bites (Fortress Real Estate | Karooooo | Quantum Foods | Renergen – ASP Isotopes | Southern Palladium)

Renergen released the ASP Isotopes deal circular. There's an interesting move on the Quantum Foods share register. Zak Calisto is monetising R1.35bn of his Karooooo stake. Southern Palladium raised A$8 million. Fortress gave details on the Polish development pipeline.

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)

The strategic response to a takeover attempt

The key lies in balancing legal obligations with commercial realities and a response that is both measured and forward-looking.

Musings of a reconditioned private equity partner

There is a clear correlation between equity value, the ability to raise debt and good corporate governance.

Africa’s fintech sector: a story of growth, innovation and opportunity

The genesis of fintech’s success across the continent is primarily due to the advances made in the telecommunications industry.

Ghost Bites (Assura – Primary Health Properties | MultiChoice | Naspers – Prosus | Pan African Resources)

Pan African Resources and Naspers/Prosus have both been winners for me this year, with latest numbers showing why. MultiChoice is in much pain. Assura is going ahead with the KKR/Stonepeak offer, not the Primary Health Properties merger.

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