Ghost Bites
Who’s doing what in the African M&A space?
Weekly summary of all Merger & Acquisition activity from across Africa (excluding 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
Capital Appreciation: eye on the prize
Capital Appreciation Group has posted another strong result. This is a dividend-paying tech company trading at a reasonable multiple.
Banking on the banks
Local banks have offered an excellent investment return this year. Has the boat been missed or is the credit cycle just warming up?
Ghost Bites Vol 21 (22)
FirstRand has added its voice to the positive banking narrative. There’s major news for Tongaat Hulett. All this and more in Ghost Bites.
A riddle, wrapped in a mystery, inside an enigma
Chris Gilmour explores the concept of gateway territories and the very real risk of Ukraine’s wheat exports not leaving the country.
Why start with a 13-week cash flow forecast?
A 13-week cash flow forecast gives the optimal balance between short-term decisions and medium-term planning.
A new(ish) listing on the JSE
CA Sales Holdings is moving its listing to the JSE. Although the market knows about the company, this is a far greater level of visibility and direct access to its story.
Ghost Bites Vol 22 (22)
Renergen, Alexander Forbes, Fortress REIT and many others had busy days on the market. There’s also a new listing or two coming to the JSE!
Sygnia: passive-aggressive growth
Sygnia’s business has important differences to e.g. Coronation. The latest results look good, including net inflows from retail investors.