Tag:
BHP
Ghost Bites
Ghost Bites (BHP | Glencore | Merafe | Shoprite | Zeder)
Shoprite continues to grow at double digits. BHP has done a copper deal. Glencore needs a strong second half, as does Merafe. Zeder has announced another disposal.
Ghost Bites
Ghost Bites (Ascendis | BHP | Vukile)
There's another twist in the Ascendis tale. BHP has released an operational update for the full year. Vukile is on a debt capital markets roadshow.
Ghost Bites
Ghost Bites (Acsion | Altron | AVI | BHP | Burstone | Capitec | Ninety One | Sirius | Spear)
AVI released strong numbers, as did Capitec. Altron is doing a smart B-BBEE deal. Acsion, Ninety One, Sirius and Spear REIT released important updates. BHP confirmed that Vale is sharing all Samarco claims.
Ghost Bites
Ghost Bites (BHP | Bytes | Insimbi | Pick n Pay | Schroder Real Estate | Sirius Real Estate)
It's showtime for the Pick n Pay rights offer. Sirius had a successful capital raise. Schroder's property values ticked higher. The market hated the Bytes update. BHP is putting Western Australia Nickel under care and maintenance. Insimbi released their circular.
Ghost Bites
Ghost Bites (Afine | Anglo – BHP | Capital Appreciation | Delta | Emira | Nampak | Old Mutual | Trustco | Woolworths |...
Woolworths is struggling in the apparel business. Zeda declared a maiden dividend. Anglo said no to BHP once more. Look out for Afine, Capital Appreciation, Delta, Emira, Nampak, Old Mutual and Trustco as well.
Ghost Bites
Ghost Bites (Anglo – BHP | Burstone | Deneb | Life Healthcare | Pick n Pay | Reunert | RFG | Spear | Southern...
Anglo says no once again to BHP. Burstone, Deneb, Life Healthcare, Pick n Pay, Reunert, RFG, Spear and Southern Sun all released numbers.
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 (Accelerate | Anglo American | BHP | Delta | Dipula | Equites | MTN | Octodec | Santam | South32 | Transaction...
Anglo American has come out with its own demerger plan, while BHP continues to push for its deal. Property news came in from Accelerate, Delta, Dipula, Equites and Octodec. MTN released a tough set of numbers. Look out for Santam, South32 and Transaction Capital as well.
