Thursday, October 9, 2025
Tag:

Datatec

Ghost Bites (Accelerate Property Fund | Afrimat | Datatec | Finbond | Newpark REIT | SA Corporate Real Estate)

Afrimat has found some positive momentum. Accelerate released the critical Portside disposal circular. Datatec is flying. In other property news, Newpark REIT has updated earnings guidance and SA Corporate Real Estate is selling Bluff Towers. Finally, Finbond is profitable again.

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.

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

Ghost Bites (Accelerate Property Fund | Assura – Primary Health Properties | Castleview | Jubilee Metals | MAS – Hyprop | Reinet | Sibanye-Stillwater...

The MAS situation is really heating up now, with the board giving strong views on the Hyprop offer. The Assura - Primary Health offer is going nowhere fast. Castleview has glaring capital raising inconsistencies. Sibanye announced an acquisition in the US. Accelerate's related party headaches continue. Jubilee Metals, Reinet and South32 released numbers.

Ghost Bites (Orion Minerals | Prosus | Vodacom – Remgro)

Vodacom and Remgro finally got their fibre deal approved by competition regulators, with only a formality to come. Prosus enjoyed strong support in the debt market. Orion Minerals is raising capital the right way.

Ghost Bites (CMH | Invicta | Ninety One | SPAR)

SPAR's numbers tell a tough story, but there's hope. Invicta has flagged strong earnings. Ninety One enjoyed a much better second half. CMH finally has a succession plan.
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