Posts Tagged: Acsion
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Ghost Bites (Grindrod | Kibo Energy | Ninety One | Trustco)
Grindrod has great news to report from the Maputo Port. Kibo Energy is trying hard to keep investors interested. Ninety One’s AUM ticked higher. Trustco is doing some odd-looking things.
Ghost Bites (Metair | Northam)
Metair has appointed a new CEO to help stabilise the company after a terribly unlucky period. Northam has significantly increased production, especially in third party purchases.
Ghost Bites (Aveng | Glencore | Hulamin | Mr Price | Tongaat | Vodacom)
Friday included major financial announcements by Aveng, Mr Price and Vodacom, with important stuff also coming from Glencore and Hulamin, Finally, Tongaat has found a buyer!
Ghost Bites (AngloGold | Choppies | Eastern Platinum | Nedbank | Telkom)
AngloGold’s corporate reorganisation is costing over R1.1bn in advisory fees. Telkom rejects the Afrifund consortium. Choppies is still looking at Kamoso Group. Eastern Plats is off to court. Nedbank shareholders have no substance to remuneration vote.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Anglo American | AVI | Brikor | Mondi | Montauk | Remgro | Salungano | Texton)
Diamonds, fish, bricks and coal – there’s a bit of everything in Ghost Bites today. The biggest story was probably Mondi’s partial exit of Russia, but keep a close eye on what’s going on at Salungano.
Ghost Bites (Acsion | Brait – Premier | Netcare | Southern Palladium)
Acsion isn’t set to go private anymore. Brait’s IPO of Premier is going ahead. Margins are higher at Netcare as the post-COVID recovery continues. Southern Palladium gives us a geology lesson.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Alphamin | Distell | MultiChoice | Pan African Resources | Stefanutti Stocks)
Alphamin delivers a drilling update from Mpama South. Distell must still be patient. Canal+ invests further in MultiChoice. Pan African Resources cools off. There’s share register action at Stefanutti Stocks.
