Monday, December 1, 2025
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Castleview Property Fund

Ghost Bites (Crookes Brothers | Mahube Infrastructure | Mantengu | PBT | Premier – RFG | Quantum Foods)

Quantum Foods had one of its best periods in a decade. Mantengu has a lot to do in the second half of the year. PBT Holdings unlocked strong margin gains. Crookes Brothers is a reminder of how tough agri is, while Mahube Infrastructure proves that renewables aren't easy either.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Choppies | Metrofile | Momentum | Mustek | Orion Minerals | Supermarket Income REIT)

Momentum released excellent numbers, although they do have metrics that need work. Metrofile shareholders finally received an offer. Orion Minerals got the market excited with a funding package from Glencore. Mustek and Supermarket Income REIT are in the green, but not by much. Choppies is managing some growth in its core business.

Ghost Bites (Accelerate Property Fund | Sea Harvest | Spear REIT | Valterra Platinum)

It's all eyes on the second half at Valterra Platinum. Sea Harvest's numbers are even better than previously guided. Spear REIT announced another acquisition. Accelerate Property Fund received reasonable support for the rights offer.

Ghost Bites (Anglo American | Kumba Iron Ore | Primary Health Properties)

Anglo American's focus on copper and iron ore might be helpful, but De Beers is just getting worse by the day. Kumba Iron Ore is enjoying better service from Transnet. Primary Health Properties released solid numbers that could get the Assura deal across the line.

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

Weekly corporate finance activity by SA exchange-listed companies

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