Tag:
Brikor
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Bites
Ghost Bites (Araxi | Jubilee Metals)
Araxi investors have been reminded of the lumpiness of the business, as FY26 could only manage a flat dividend for various reasons. Jubilee Metals is ramping up the Molefe Mine.
Ghost Bites
Ghost Bites (4Sight | Emira Property Fund | ISA Holdings | Reinet | Sygnia | Telkom)
In the tech sector, 4Sight and ISA Holdings waved the flag for the small caps. Sygnia had an excellent period and Telkom shareholders are also celebrating. Reinet is the definition of a fortress balance sheet. It's a slow and steady story at Emira Property Fund.
Ghost Bites
Ghost Bites (Araxi | Fortress Real Estate | Octodec | Tiger Brands | Vukile Property Fund)
Tiger Brands is executing a stunning turnaround. Fortress, Octodec and Vukile delivered interesting property updates. Araxi is hoping that investors will focus on normalised numbers.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites
Ghost Bites (Burstone | Life Healthcare | Momentum | NEPI Rockcastle | RFG Holdings | Southern Sun)
Momentum goes from strength to strength. Southern Sun has great occupancy, but cost pressures are evident, Life Healthcare is complex, but growing. NEPI Rockcastle and Burstone are doing all kinds of exciting things, yet earnings growth is relatively tame. RFG Holdings was dragged down by the International segment.
Ghost Bites
Ghost Bites (Adcock Ingram | Anglo American | BHP | Newpark REIT | SPAR | Super Group | WBHO)
Anglo American's Teck deal is a "merger of equals" - except they aren't equal. SPAR is out of Switzerland, but it stings. Super Group had a tough period. WBHO shows that construction can work. Adcock Ingram released the deal circular. Newpark REIT is selling Crown Mines. BHP has removed one legal overhang.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
