Thursday, July 10, 2025

TreasuryONE

Ghost Bites (Orion Minerals | Prosus | Vodacom – Remgro)

Vodacom and Remgro finally got their fibre deal approved by competition regulators, with only a formality to come. Prosus enjoyed strong support in the debt market. Orion Minerals is raising capital the right way.

Ghost Bites (Assura – Primary Health Properties | South32)

Assura shareholders aren't exactly rushing to accept the Primary Health Properties offer, with Primary Health releasing a trading update to try and drive more acceptances. South32 is getting rid of the nickel mine in Colombia.

UNLOCK THE STOCK: Attacq

In the 57th edition of Unlock the Stock, Attacq returned to the platform to update us on the recent numbers and the latest strategic thinking.

What 25 years as a market pioneer taught us about South African investing

With a quarter-century of experience behind them, the team at Satrix has learnt so much about how South Africans invest. In this piece, Kingsley Williams shares five of those lessons.

Ghost Bites (HCI | MAS)

HCI's proposed deal to sell properties to SACTWU is far from a vanilla transaction. MAS' joint venture agreement with PK is a cautionary tale about the danger of unanimous approvals.

Dumb luck: the Timothy Dexter story

In a world obsessed with optimisation and five-year forecasts, there’s something deeply satisfying about success that arrives by mistake. And as mistakes go, Timothy Dexter was incredibly good at turning them into happy accidents. Dominique Olivier tells his story.

Ghost Bites (Alphamin | Capitec | Hudaco | Reinet)

Reinet is selling Pension Insurance Corporation. It's too easy for Hudaco to blame the macro conditions. Alphamin had a much better quarter. Capitec's credit rating comes with a positive story about South Africa.

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

Weekly summary of Merger & Acquisition activity by South African companies

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