Tuesday, October 7, 2025
Tag:

Collins Property Group

Ghost Bites (ASP Isotopes | Assura – Primary Health Properties | Lesaka Technologies | Netcare | Orion Minerals | Renergen | York Timber)

Assura, Lesaka Technologies, Netcare and York Timber released important financial updates. Orion Minerals is raising money again. Renergen's latest quarterly update is light on production, heavy on corporate activity. ASP Isotopes has a temporary change of management and a new US customer.

Ghost Bites (Altron | Equites | Harmony | Impala Platinum | KAP | Libstar | Metrofile | Rainbow Chicken | Sibanye-Stillwater | South32 |...

We are now firmly in earnings season, with numbers from Harmony, Impala Platinum, KAP, Libstar, Rainbow Chicken, Sibanye, South32, STADIO, Trellidor and Truworths. Important updates also came in from Altron, Equites Property Fund and Metrofile.

Ghost Bites (DRDGOLD | Equites Property Fund | Naspers – Prosus | Sabvest)

DRDGOLD is focusing on throughput more than yield. Equites Property Fund sold a large asset in the UK. The Naspers - Prosus growth story is firmly on track. Sabvest signed off on a great year.

Ghost Bites (African Rainbow Minerals | Aveng | MAS | Nedbank | Sibanye-Stillwater | STADIO | Vodacom – Remgro)

The Prime Kapital parties almost have control of MAS. STADIO is growing strongly. Nedbank is selling Ecobank. Sibanye's earnings are up 19x year-on-year. Aveng's numbers are deeply in the red. African Rainbow Minerals bought more of Surge Copper. Vodacom and Remgro are nearly there with the fibre deal.

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 (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 (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 (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.
Verified by MonsterInsights