Tag:
ASP Isotopes
Ghost Bites
Ghost Bites (ASP Isotopes | Emira – Octodec | RMB Holdings | Sirius Real Estate)
ASP Isotopes has a make-or-break year ahead. Emira wants to acquire up to 34.9% in Octodec. The question marks around RMB Holdings continue. Sirius Real Estate had a strong year, mainly thanks to Germany.
Ghost Bites
Ghost Bites (Merafe | Optasia)
There's hope for Merafe, with Eskom agreeing to terms and conditions for the proposed special electricity tariff. Optasia has locked in significant debt funding to support its growth ambitions over the next few years.
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.
