Ghost Bites
DealMakers AFRICA – Analysis Q1 2022
Round up of M&A and corporate activity in Africa for Q1 2022 (excl. SA)
Some positives for the rand to hold on to
The rand staged a recovery on the back of last week’s interest rate hike, with all eyes now firmly on the Fed.
Datatec is in the right industry at the right time
Datatec has reported a strong set of numbers and an order backlog that confirms the ongoing extent of supply chain pressures.
Ghost Bites Vol 13 (22)
Technology (like Bytes and Datatec) and property updates (like Balwin and Delta) dominated the day of news, with Coronation also releasing results.
Bidcorp is ready for summer
Bidcorp is ready for a Northern Hemisphere summer. Shareholders are hoping that tourists feel the same way, armed with credit cards and empty stomachs.
Ghost Bites Vol 14 (22)
Food, food, glorious food! Except food producers aren’t having such a glorious time in these conditions.
Tiger Brands: tough times in the jungle
The market seemed to like the latest result. My bearish view on Tiger Brands remains.
Thorts: How to fit M&A into a complete framework
Mergers and Acquisitions should form part of an integrated and nuanced process of capital allocation
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 space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding South Africa)