TreasuryONE
Ghost Bites
Ghost Bites (Lesaka Technologies | Motus | Purple Group | SA Corporate Real Estate | Sappi | Sibanye-Stillwater | Transpaco | Truworths | Vodacom)
Lesaka Technologies off to a good start in FY26. Sappi is suffering great pain, but at least they acknowledge it - unlike Truworths. Purple Group is charging up the J-curve. Sibanye-Stillwater is loving life, while Motus is also adapting well. Vodacom Please Call Me looks to be around R540 million. We saw deal news at Transpaco and SA Corporate Real Estate as well.
Ghost Stories
Ghost Stories #81: Lesaka Technologies – disrupting through distribution to build a fintech giant
With a growth strategy that is grounded firmly in the belief that Southern Africa offers one of the most exciting opportunities in the world today, Lesaka Technologies is executing from a tried-and-tested playbook of disruption in the fintech space. To explain the opportunity and how Lesaka's business model is built to win, Executive Chairman Ali Mazanderani joined me on this podcast.
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
The Public Interest puzzle: South Africa’s merger control balancing act
SA’s merger control regime must promote inclusion without dampening growth and enforce equity without undermining competitiveness.
Sponsored
Buy the world, without the bumps
Advanced Investment Holdings Ltd is a structured product promoted by Investec that offers diversified international equity exposure, plus capital protection. This could be a smart option when markets appear to be expensive. In this article, Investec explains how they address tricky market entry points through structuring elements.
Ghost Bites
Ghost Bites (African Rainbow Minerals | Blu Label – Cell C | Gold Fields | Vodacom)
Cell C has announced its intention to list on the JSE, with Blu Label getting more restructuring steps out the way. Vodacom has settled the Please Call Me matter for an undisclosed sum. Gold Fields is taking advantage of high gold prices. African Rainbow Minerals' Beeshoek Iron Ore Mine is a casualty of ArcelorMittal.
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