The Finance Ghost
DealMakers
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).
DealMakers
Disclosure obligations in the context of cross-border directorships
The consequences of failing to do so are far-reaching – not only for directors themselves but also for matters considered by the board of a company.
DealMakers
The rise of the African secondaries market
The gap between the appetite for liquidity and the availability of traditional exit routes has become a structural feature of the ecosystem.
Sponsored
New Investec structured product helps investors maintain tech exposure with downside protection
Strong earnings in the tech sector have driven the Nasdaq to new highs recently. But with concerns about high valuations, investors are looking for ways to participate in the sector while protecting their downside. The Investec Nasdaq 100 Geared Growth structured product could address those needs, as explained by Brian McMillan in this piece.
Ghost Bites
Ghost Bites (Anglo American | Growthpoint | Nedbank | Optasia | Primary Health Properties | Schroder European Real Estate)
Growthpoint wants quality, not quantity. Nedbank's performance looks decent. Anglo American has unlocked important copper synergies. Optasia, Primary Health Properties and Schroder European Real Estate delivered important corporate updates.
Ghost Bites
Ghost Bites (Attacq | FirstRand | Grindrod | Labat Africa | Sibanye-Stillwater | Vunani)
Pre-close updates came through from Attacq, FirstRand and Grindrod. Sibanye-Stillwater's Capital Markets Day is an important source of information on the strategy. Vunani has swung into profitability. Labat Africa has promised an investor roadshow - and they are paying a dividend!
Satrix
Nico Katzke | What we get wrong about bubbles
There is growing talk in investment markets that the AI "bubble" may soon burst. Evidence suggests that those predictions are misplaced, although investors should remain cautious about risks. Nico Katzke gives us his take on the AI sector "bubble".
Ghost Bites
Ghost Bites (Exxaro | Gold Fields | Standard Bank)
There are encouraging signs at Exxaro based on recent commodity prices and sales volumes. Gold Fears is trying to allay fears about the Tarkwa mine in Ghana. Standard Bank had a slower second quarter, but the full-year guidance is intact for now.
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