Tag:
Datatec
Ghost Bites
Ghost Bites (Datatec | Metair | Telkom)
Telkom's first quarter is a strong foundation for the rest of the year. Metair's restructuring efforts are taking hold. Datatec has expanded further in the US.
Ghost Bites
Ghost Bites (Aspen | South32)
Aspen gets ready for thinner clients and fatter profits in Canada, but it all depends on whether they can get supply of the key active pharmaceutical ingredient. South32 signs off on a strong FY26 during a key transition period.
Ghost Bites
Ghost Bites (Alphamin | Brait | Tharisa)
Alphamin continues to ride the tin wave. Brait, while promising a value unlock, is executing a rights offer to put more money into Virgin Active. Tharisa's production metrics and projects are on track.
Ghost Bites
Ghost Bites (Bytes Technology | Hyprop)
Hyprop is tapping the market for R500 million in fresh equity capital. VCP now has a stake of over 5% in Bytes Technology.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Bites
Ghost Bites (Anglo American | Growthpoint | Nedbank | Optasia | Primary Health Properties | Schroder European Real Estate)
Growthpoint wants quality, not quantity. Nedbank's performance looks decent. Anglo American has unlocked important copper synergies. Optasia, Primary Health Properties and Schroder European Real Estate delivered important corporate updates.
Ghost Bites
Ghost Bites (Datatec | Heriot REIT | Prosus / Naspers)
Prosus and Naspers have given us a peek at earnings via a trading statement. Datatec has crystallised some of the value in Westcon International, with a special dividend of over R7 billion on the horizon. The Heriot family is injecting more assets into Heriot REIT.
Ghost Bites
Ghost Bites (Fairvest | Ninety One | Putprop)
Fairvest has upgraded full year guidance, with B shareholders celebrating strong double-digit returns at the moment. Ninety One has returned to positive net inflows. Putprop is recycling capital into a property in Kramerville.

