Ghost Bites Archive
Ghost Bites Vol 88 (22) – Transaction Capital | MTN | Bell | Caxton
Transaction Capital and MTN successfully raised equity and debt capital respectively. Earnings updates came in from FirstRand, Bell, Caxton and York Timber. The JSE has paved the way for actively-managed ETFs.
War in Ukraine – sanctions, gas and cold winters
As the war in Ukraine grinds on and the Ukrainians continue to resist the Russian invasion, Chris Gilmour explains key nuances on the battlefield and in the energy markets.
Ghost Bites Vol 89 (22) – Brait | Metrofile | Lesaka
Brait released an important update on the performance of Premier, Virgin Active and New Look. Results came in from Metrofile and Lesaka Technologies.
Ghost Global (Dave & Buster’s | DocuSign | GameStop | Lovesac)
Dave & Buster’s could be the most American thing EVER. DocuSign has a lot of new executives. GameStop reported another loss. Bean bags are good business!
Ghost Bites (ARC | Attacq | Labat | Libstar | Mustek | RFG)
Rain is a R1 billion EBITDA business. Attacq is paying dividends again. Labat loves confusing SENS headlines. Libstar loves cheese. Mustek is slowing down. RFG is winning in canned peaches.
Ghost Bites (Balwin | Growthpoint | Motus | MultiChoice | PPC)
Balwin had a good day on the market. Growthpoint needs office tenants. Motus has given more details on its acquisition. Canal+ bought more shares in MultiChoice.
Ghost Bites (Anglo American | FirstRand | Metair)
Anglo raised EUR745 million in sustainability-linked finance. FirstRand posts great results but the share looks fully priced to me. Metair will try hard to forget this period.
Thorts: Consolidated, Amended and Restated Agreements
It may be sensible for the parties to terminate the original agreement that has been amended numerous times and conclude a new agreement
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)
