Tag:
Collins Property
Ghost Bites
Ghost Bites (Astoria | Collins Property | Glencore | Jubilee Metals | Quilter | Sirius Real Estate)
Glencore needs a big second half. Sirius Real Estate has done more deals, as has Collins Property. Quilter's dividend has grown much faster than earnings. Jubilee Metals guides for a big 2026 in copper. Astoria's NAV took a significant knock from diamonds.
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 (Alphamin | Barloworld | Collins Property | Datatec | Exemplar | Mantengu Mining | Pick n Pay | RH Bophelo | Tiger...
Pick n Pay's financial woes and a sideways result at Tiger Brand's core led the day, with news also coming in from Alphamin, Barloworld, Collins Property, Datatec, Exemplar, Mantengu Mining and BH Bophelo.
Ghost Bites
Ghost Bites (Alexander Forbes | Collins Property | Coronation | Finbond | HCI | Salungano | Tharisa | Transaction Capital)
Alexander Forbes shows the value of strategic focus. Collins Property and Coronation released important dividend news. HCI suffered non-cash negative moves. Transaction Capital still has a long road to travel. Salungano, Tharisa and Finbond all released numbers.
Ghost Bites
Ghost Bites (Astral Foods | Choppies | Discovery | Investec | MC Mining | Remgro | Trellidor)
Astral and Trellidor show just how hard it is out there. Choppies and Discovery also aren't shooting the lights out. Remgro managed to grow intrinsic NAV nicely. Investec and MC Mining round out the day.
