Ghost Bites
Ghost Bites (Merafe | Nampak | Omnia)
Merafe's production has taken a dip thanks to Eskom. There's something being packaged at Nampak and I'm not talking about the cans. Omnia has exited Umongo after the call option was exercised.
Ghost Bites
Ghost Bites (MTN | Murray & Roberts)
Having barely recovered from various nightmares in Nigeria, Ghana is now the big headache for MTN. Murray & Roberts has released the circular for the Bombela sale.
Ghost Bites
Ghost Bites (Mondi | Steinhoff – Pepco)
Mondi has completed the acquisition of the Duino mill in Italy. Pepco is performing very well in Europe, though margins are lagging because of the store rollout.
Ghost Bites
Ghost Bites (Steinhoff | Tharisa | Telkom)
With more bad news for Steinhoff, I can't believe anyone is buying it. Tharisa doesn't enjoy the rain. Neither does Telkom.
Ghost Bites
Ghost Bites (AYO | BHP | MAS | NEPI Rockcastle | Premier Fishing | Schroder | Transnet)
AYO gets fined again. BHP agrees a scheme implementation deed with OZ Minerals. MAS and NEPI Rockcastle released pre-close updates. Premier Fishing plays squid game. Schroder refinances debt. Transnet can't proofread
Ghost Bites
Ghost Bites (BHP | Grindrod Shipping | Kore Potash | MC Mining | NEPI Rockcastle)
BHP is finalising the OZ Minerals deal. Grindrod Shipping isn't delisting - for now. Kore Potash is managing the RoC government. MC Mining extends the marketing agreement. NEPI Rockcastle invests further in Poland.
Ghost Bites
Ghost Bites (Bell Equipment | Equites Property Fund | Jubilee Metals | KAP | Woolworths)
Bell Equipment delivers a great trading statement. Equites goes back to the drawing board in the Lidl deal. Jubilee looks strong. KAP is a mixed bag (as usual). Woolworths exits David Jones.
Ghost Bites
Ghost Bites (Accelerate | DRA Global | Grand Parade | Harmony | Implats – Northam – RBPlats | Mondi | MTN | Steinhoff)
Accelerate isn't accelerating. DRA Global has placed treasury shares. Offer for Grand Parade is fair and reasonable. Harmony closes Eva Copper deal. Implats has one hurdle left. Mondi sells more Russian assets. MTN pre-close update. The show is over at Steinhoff.
