Tag:

Anglo American

Best of Bites: CMH | Calgro M3 | Fairvest | BHP | Anglo American | Kumba Iron Ore | DRDGOLD | Tharisa

Selected highlights from the week, as covered in the daily Ghost Mail newsletter.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies.

Ghost Bites – Mining and Industrial Stocks (Anglo American | ArcelorMittal | Gemfields | Mondi)

In this update, we find the latest on De Beers and the other operations inside Anglo American. ArcelorMittal claims to be fundamentally different, but when will the profits come? Gemfields is being carried by emeralds. Mondi has suffered an ugly drop in margins.

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 (Anglo American | Growthpoint | Nedbank | Optasia | Primary Health Properties | Schroder European Real Estate)

Growthpoint wants quality, not quantity. Nedbank's performance looks decent. Anglo American has unlocked important copper synergies. Optasia, Primary Health Properties and Schroder European Real Estate delivered important corporate updates.

Ghost Bites (4Sight Holdings | Afrimat | Investec | Nampak | Netcare | Oceana | Pick n Pay | Sanlam | Spear REIT |...

Afrimat is a tale of two terrible halves. Investec wants to double its private banking business. Pick n Pay's group HEPS isn't telling you what is actually happening at Pick n Pay's core business. Updates also came in from 4Sight, Nampak, Netcare, Oceana, Sanlam, Spear REIT and Tharisa.

Ghost Bites (Anglo American | Astral Foods | Calgro M3 | enX | Famous Brands | Harmony Gold | Nutun | Pick n Pay...

An enormous day of news saw 12 major corporate updates across multiple sectors, all covered in detail in Ghost Bites alongside the smaller Nibbles.