Posts by: The Finance Ghost
Thorts: ESG matters need a co-ordinated and practical approach
The growing importance of ESG matters to stakeholders necessitates a co-ordinated approach to managing and reporting these issues to the board.
Thorts: Is being “exit ready” more important than ever?
PE firms need to demonstrate their abilities in value creation, and show a track record of healthy returns to raise capital for new funds.
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)
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 this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites Vol 82 (22) – Massmart | Implats | Truworths | Santam | Fortress
Walmart hasn’t wasted any time, with the offer to Massmart shareholders now formally made. Financial updates came in from Implats, African Rainbow Minerals, Santam, Sanlam, Fortress, Truworths and more.
Walmart gets firm on Massmart
Nobody can accuse Walmart of leaving the market in suspense. After tongues were set wagging by news of a potential offer, the American retail giant has now made a firm commitment at R62 per share.
Ghost Bites Vol 83 (22) – Cognition | Fortress | TRP Investigations
Cognition’s results show how disconnected the market cap is from the balance sheet. Fortress REIT has given a view on life after being a REIT. The TRP is very busy with investigations.
Retail review: Woolworths | Truworths | Massmart
Retail analyst Chris Gilmour weighs in on the recent results from Massmart, Woolworths and Truworths, as well as the offer from Walmart to take Massmart off the market.
Ghost Bites Vol 84 (22) – Bidvest | RCL Foods | AVI | MTN
Financial updates were dominated by FMCG players and operating updates were all about the junior miners. It was a fun day of news on the JSE.