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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
Ghost Stories
Ghost Stories #67: Martin Slabbert (Prime Kapital) on the Hyprop – MAS offer
Martin Slabbert of Prime Kapital has strong views on the Hyprop offer to MAS shareholders. As a follow-up to the press release dealing with his concerns around the deal, he joined me on this podcast to dig deeper into key concepts including around the deal mechanics, the relationship between Prime Kapital and MAS and the various permutations going forwards.
Ghost Bites
Ghost Bites (Adcock Ingram | AECI | Karooooo | Mr Price | MultiChoice | Northam Platinum | Santam | Spear REIT | Vodacom)
The take-private bid for Adcock Ingram is juicy to say the least. Mr Price had a tough June but a resilient quarter overall. MultiChoice got the green light for the Canal+ deal. AECI, Karooooo, Northam Platinum and Vodacom released financial updates. Santam is growing offshore, while Spear REIT sticks to the Western Cape.
Ghost Bites
Ghost Bites (Adcock Ingram | MAS – Hyprop | Reinet | Sasol)
Sasol closed 6% lower after a production update and trading statement. Adcock Ingram rallied after a cautionary. Reinet's NAV moved lower as expected. MAS has called the meeting that was demanded by institutional shareholders.
Ghost Stories
Ghost Stories #66: The exit edge – is private equity still outpacing IPOs?
The latest C-suite Barometer study by Forvis Mazars paints a positive picture for private equity and alternative investments, with 26% of global executives planning to use these channels to raise funds in the year ahead. But why is this the case? And will private equity continue to outpace IPOs as the exit mechanism for choice?
Ghost Stories
Ghost Stories #65: Altvest unplugged – a no-limits conversation with Warren Wheatley
With edgy branding and a highly unusual approach in South Africa of building from the ground up in public (i.e. while listed on the JSE), Altvest is playing life on hard mode. CEO and founder Warren Wheatley knows this, yet he remains steadfast in his belief about what they are building. Get ready for over an hour of hard-hitting conversation around Altvest's assets, director remuneration and more.
Ghost Bites
Ghost Bites (Accelerate Property Fund | Assura – Primary Health Properties | Castleview | Jubilee Metals | MAS – Hyprop | Reinet | Sibanye-Stillwater...
The MAS situation is really heating up now, with the board giving strong views on the Hyprop offer. The Assura - Primary Health offer is going nowhere fast. Castleview has glaring capital raising inconsistencies. Sibanye announced an acquisition in the US. Accelerate's related party headaches continue. Jubilee Metals, Reinet and South32 released numbers.
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