The Finance Ghost
Ghost Bites
Ghost Bites (CA Sales | Exemplar REITail | Gemfields | Standard Bank | Trematon | York Timber)
CA Sales somehow grew profits in Botswana. Standard Bank's capital markets day has encouraging targets. Exemplar REITail is another fast-growing property fund. Gemfields and York Timber both find themselves in tough times. Trematon is selling Club Mykonos Langebaan to a CEO-led consortium.
Financial Results
CA&S increases dividend as regional expansion supports earnings growth
Market conditions have increased the importance of specialised route-to-market platforms - companies that provide the infrastructure needed to connect brands with retailers across multiple markets. One such company is CA&S Group. The company brings you their FY25 financial results in this piece.
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.
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
Small stakes, big regulatory risk
The Guidelines aim to clarify when minority shareholder protections may give rise to material influence over a firm.
DealMakers
The 2026 reawakening: Why sub-Saharan Africa M&A is primed for significant growth
Underpinned by improving macro factors and the resilient performance of equity markets cautious optimism may finally translate into positive execution.
Ghost Bites
Ghost Bites (Choppies | Grand Parade | Heriot REIT | Kore Potash | Remgro)
Remgro has plenty of cash, but will they ramp up their repurchases? Heriot REIT is growing very quickly for a property fund. Choppies and Grand Parade are both dealing with difficult markets. Kore Potash has several lines in the water, but they will need cash soon.
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