Ghost Bites Archive
Ghost Bites (ARC | EOH | Nampak | Mr Price | Renergen | Telkom)
ARC is making further changes to management fees. EOH is stable operationally but the balance sheet remains a problem. Nampak has extended its existing debt. Mr Price beds down the Studio 88 deal. Renergen gave a quarterly update. Rain wants to merge with Telkom.
A check-in on the hotel sector
With a focus on City Lodge’s recent results, Chris Gilmour gives an encouraging view on the local tourism sector.
Ghost Bites (Motus | Pick n Pay | Prosus | Sibanye-Stillwater)
Motus announces its acquisition target. Pick n Pay maintains strong momentum. Prosus pulls out of the BillDesk deal. Sibanye invests further in green metals.
Ghost Bites (Anglo American | Aveng | Capitec | Oceana | Transcend)
Anglo American is serious about renewables. Aveng gets a great price for Trident Steel. Capitec rallies after announcing a life insurance licence. Oceana sells CCS Logistics. Transcend believes the Emira offer is unfair and unreasonable.
Ghost Global (Bed, Bath & Beyond | Costco | Nike | Tesla)
In this week’s edition of Ghost Global, Ghost Grads Karel Zowitsky and Kreeti Panday bring us the latest on a variety of consumer facing stocks. Beyond horrible Bed, Bath & Beyond keeps capturing our imagination
Ghost Bites (Alphamin | Ascendis | Equites | Grand Parade | Massmart)
Alphamin beats production guidance. Ascendis is a step closer to selling to Austell. Equites is proof that the UK doesn’t always beat the SA economy. GPI is still getting hurt by Mac Brothers. Massmart can’t sell Game in Africa.
Thorts: Minority shareholders’ appraisal rights
A company repurchasing more than 5% of its shares must meet the solvency and liquidity test and provide for dissenting shareholders’ appraisal rights.
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)
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies