Wednesday, July 30, 2025
Tag:

enX

Ghost Bites (Adcock Ingram | MAS – Hyprop | Reinet | Sasol)

Sasol closed 6% lower after a production update and trading statement. Adcock Ingram rallied after a cautionary. Reinet's NAV moved lower as expected. MAS has called the meeting that was demanded by institutional shareholders.

Ghost Bites (Assura – Primary Health Properties | Labat Africa | MC Mining | Ninety One | Orion Minerals | Southern Palladium)

Assura's reasons for changing their recommendation on KKR / Stonepeak look weaker by the day. Orion Minerals supports small shareholders. Ninety One's AUM moved higher. Labat Africa might dispose of businesses. MC Mining needs a turnaround at Uitkomst. Southern Palladium gives further details on the optimised prefeasibility study.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

Ghost Bites (MAS | Renergen | Stefanutti Stocks | Tharisa)

MAS has heated up once more, with a group of local asset managers firing a salvo at the board. Renergen is in dispute with a shareholder in Tetra4. Tharisa's production is up, but guidance is under pressure. Stefanutti Stocks has a new deal to sell Mozambique and Mauritius.

GHOST BITES (4Sight | Alphamin | Assura | Dipula Properties | enX | Europa Metals)

4Sight has done a clever B-BBEE deal. Dipula Properties achieved modest growth. enX misses loadshedding. Alphamin's detailed Q1 financials are available. Europa Metals looks set to be wound up.

GHOST BITES (AB InBev | enX | Gemfields | KAL | Lesaka | Mondi | Prosus – Naspers | Sappi)

AB InBev's numbers reflect consumer trends with alcohol. Mondi and Sappi reported very divergent numbers. Prosus - Naspers released a shareholder letter. Lesaka's numbers are growing. KAL was impacted by fuel prices. Gemfields is digging for better emeralds. enX misses loadshedding.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

GHOST BITES (AngloGold | Brait | CMH | Gemfields | Glencore | Gold Fields | MTN Nigeria | Oceana | Renergen | Supermarket Income...

Glencore's trading update was punished by the market., while Brait's was rewarded Things look much better at MTN Nigeria. AngloGold and Gold Fields released news on deals. CMH, Gemfields, Oceana, Renergen and Supermarket Income REIT also had important updates.
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