Tag:
Collins Property Group
Ghost Bites
Ghost Bites (4Sight | Alexander Forbes | Aveng | Barloworld | Lighthouse | Oceana | Omnia | PPC | Santova)
PPC's turnaround looks pretty spectacular, while Alexander Forbes and small cap 4Sight are both doing well. Lighthouse raised R400m in equity. Santova gave loads of details around its strategy. Aveng and Oceana are having tough times. Omnia is flat overall. Barloworld got the green light from the Competition Commission.
Ghost Bites
Ghost Bites (Alphamin | AYO Technology | Brimstone | Fairvest – Collins Property | Jubilee Metals | MultiChoice | NEPI Rockcastle)
MultiChoice is still making losses. Fairvest has bought a few properties from Collins. Alphamin has a new majority shareholder. Jubilee Metals is selling the chrome and PGM assets. Brimstone's NAV plummeted. NEPI needs a new CEO. AYO got censured.
Ghost Bites
Ghost Bites (Blue Label | Collins Property Group | Finbond | MAS | Nampak | NEPI Rockcastle | Newpark | Nutun | Pepkor |...
Richemont released numbers, as did Pepkor at the other end of the retail spectrum.. Blue Label could list Cell C separately. Collins Property Group, MAS, NEPI Rockcastle and Newpark all had property sector news, in addition to Primary Health upping its play for Assura. Look out for Finbond, Nampak, Nutun and Tiger Brands as well.
Ghost Bites
GHOST BITES (AngloGold | Barloworld | Collins Property Group | Mantengu Mining | Montauk Renewables | Newpark REIT | Old Mutual | Raubex |...
AngloGold's profits are much higher and Sibanye is smiling as well. The offer for Barloworld needs more acceptances. Mantengu Mining has gone nuclear on share manipulation allegations. Raubex is the subject of whistleblower allegations. There's property news from Collins and Newpark. Old Mutual has announced their new CEO.
Ghost Bites
GHOST BITES (Impala Platinum | Santam)
Impala Platinum's earnings have nosedived. Santam had already enjoyed a strong interim period and it looks like things got even better in the second half of the year.
Ghost Bites
GHOST BITES (Capitec | Gemfields | Nampak | Spar | Truworths)
Capitec keeps on pumping. Truworths released awful local numbers. Nampak achieved another turnaround milestone. Spar has gotten rid of Poland at last. Gemfields desperately needs things to improve.
Ghost Bites
GHOST BITES (BHP | Clicks | Grindrod | Jubilee Metals | MTN)
BHP is on track to achieve guidance. Clicks seems to have disappointed the market, perhaps based on retail comparable sales. MTN caught a break in Nigeria. Grindrod's Port of Maputo had a tough 2024. Jubilee has power again for Roan.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
