Posts by: The Finance Ghost
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites Vol 67 (22)
MTN’s earnings release led the day and put a major smile on my face after I punted at the shares. Many other earnings releases came through – Bidcorp, ADvTECH, Lighthouse, Italtile, Old Mutual and more. Sibanye has changed its strategy in the US.
Webinar: demystifying the art and science of valuations
As one of the founders of bizval, I’m thrilled to invite you to a free webinar this Thursday to understand more about the art and science of valuations.
Ghost Bites Vol 68 (22)
Friday was a big day. Telkom responded to the rain press release, Mondi is selling its Russian business and Novus is buying 75% of Pearson SA. Resilient and Distell released results. The Caxton and Mpact fight is really heating up.
Report: The Management Consulting and Business Advisory industry
Although the management consulting industry has found itself at the heart of the State Capture catastrophe, there is great demand for these services and many great people delivering them. Ghost Mail readers can enjoy a 40% discount on Who Owns Whom research reports, including on this sector.
Ghost Global (Disney | Rivian | Unity | Coinbase)
Ghost Grad Karel Zowitsky decided to focus on Disney, Rivian, Unity and Coinbase this week. Just the chart of Coinbase vs. bitcoin makes it worth a read!
Ghost Bites Vol 69 (22)
Thungela’s results and a R60 dividend set tongues wagging on Monday. Absa, Spur and others released results. Sappi has made some heavy-hitting executive appointments.
Ghost Bites Vol 70 (22)
Mondi, like so many others, has fallen in love with Italy. BHP and Exxaro released results, as did HomeChoice and Transpaco. For some reason, company secretaries have been busy trading shares!
SoftBank. Hard losses.
If you need to feel better about some of the unrealised losses in your portfolio, look no further than SoftBank’s Vision Funds. Ghost Grad Kreeti Panday takes a closer look.
Ghost Bites Vol 71 (22)
Fortress REIT is in huge trouble. We saw a flurry of earnings from miners – DRDGOLD, Sibanye and Northam Platinum. Mpact has formally responded to Caxton.