Tag:
ASP Isotopes
Ghost Bites
Ghost Bites (Burstone | Bytes Technology | Discovery | Gemfields | Insimbi Industrial | MAS | Netcare)
Gemfields is having a tough time - and so is Bytes Technology. Burstone, MAS and Netcare released important financial updates. Discovery achieved exceptional returns on its CMT investment. Insimbi is trying to claw its way back.
Ghost Bites
Ghost Bites (ADvTECH | Fairvest | Heriot REIT | Hulamin | Oceana | PSG Financial Services | Thungela | Vukile Property Fund)
ADvTECH's education business is doing well. Fairvest, Heriot REIT and Vukile Property Fund demonstrate the strength of our REITs. PSG Financial Services just keeps growing. Oceana is a mixed bag. Hulamin and Thungela are tough stories.
DealMakers
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
Ghost Bites (African Rainbow Minerals | CA Sales | Grindrod)
PGMs carried African Rainbow Minerals through the latest period. At Grindrod, the Port and Terminals segment has more than offset the pressure in Logistics. CA Sales announced a bolt-on acquisition in South Africa.
Ghost Bites
Ghost Bites (ADvTECH | FirstRand | Greencoat Renewables | Impala Platinum | Sanlam | STADIO)
Education sector duo ADvTECH and STADIO are showing excellent growth. FirstRand's improvement in certain metrics is extraordinary. Sanlam's numbers are complex. Impala Platinum can be grateful for PGM prices. Greencoat Renewables is embarking on major share buybacks.
Ghost Bites
Ghost Bites (Aveng | Clientèle | Gemfields | Mr Price | Nedbank | Octodec | Sasol | SPAR)
There are no easy wins at Sasol, but there are no wins whatsoever at SPAR. Mr Price is pushing ahead with the NKD deal, while Nedbank's NCBA deal in Kenya is making progress. Aveng has many contracts to try and resolve. Gemfields is still facing market pressure in rubies. Octodec has a tricky property portfolio to run. Finally, Clientèle's numbers are complex, but trending higher.
Ghost Bites
Ghost Bites (Blu Label | City Lodge | Equites Property Fund | Gold Fields | Jubilee Metals | Kumba Iron Ore | Mondi |...
Vukile Property Fund wants to raise more capital. Mining houses Gold Fields, Kumba Iron Ore and Jubilee Metals released updates. Equites Property Fund has encouraging metrics. Mondi had a tough time in 2025. City Lodge is having a slow start to the year. Blu Label's numbers are still complicated.
Ghost Bites
Ghost Bites (Afrimat | BHP | MTN | Sirius Real Estate)
Afrimat is firmly between a rock and a hard place. BHP released excellent interim results. MTN is moving ahead with the acquisition of IHS. Sirius Real Estate raised nearly R1.7 billion for acquisitions in Germany.
