Friday, August 29, 2025

The Finance Ghost

Ghost Bites (Altron | Equites | Harmony | Impala Platinum | KAP | Libstar | Metrofile | Rainbow Chicken | Sibanye-Stillwater | South32 |...

We are now firmly in earnings season, with numbers from Harmony, Impala Platinum, KAP, Libstar, Rainbow Chicken, Sibanye, South32, STADIO, Trellidor and Truworths. Important updates also came in from Altron, Equites Property Fund and Metrofile.

South African M&A Analysis H1 2025

Round-up of South African M&A activity for H1 2025

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies

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 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)

The battery investment landscape: a $300bn+ market

The battery market is undergoing a fundamental transformation, and investors can position themselves for both short-term gains and long-term strategic advantage.

Ghost Bites (Afrimat | Bidcorp | Blue Label Telecoms | Curro | OUTsurance | Spur | Transpaco)

Curro is becoming a non-profit organisation - and it all makes perfect sense. OUTsurance is flying. Punters took profit on Blue Label after results. Afrimat and Transpaco are having a tough time. Bidcorp put in a dependable performance. Spur has a legal battle around a rib plant.

Ghost Bites (Accelerate Property Fund | Cashbuild | Mahube Infrastructure | Master Drilling | Motus | Old Mutual | Redefine Properties)

Old Mutual and Redefine put out positive numbers, while Cashbuild, Master Drilling and Motus also managed to grind out some growth. Accelerate Property Fund is selling two buildings at NAV. Mahube Infrastructure looks like it could delist.

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