Tag:
Hulamin
Ghost Bites
Ghost Bites (Copper 360 | Merafe | Momentum | Pan African Resources | Sirius Real Estate | Tiger Brands)
Tiger Brands put in an exceptional margin performance. Sirius Real Estate had a busy period of deals. Pan African Resources had a record year of cash flow, but the market hated the guidance. Momentum is still living up to its name. NERSA has thrown Merafe a lifeline. Copper 360 finds no love in the market.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies.
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 (Fairvest | Hulamin | Impala Platinum | Mondi)
Fairvest's capital raise made me wonder about the property cycle. Mondi is really struggling at the moment. Impala Platinum's latest quarter looked decent. Hulamin is selling the extrusions business.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies.
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 (ADvTECH | Fairvest | Heriot REIT | Hulamin | Oceana | PSG Financial Services | Thungela | Vukile Property Fund)
ADvTECH's education business is doing well. Fairvest, Heriot REIT and Vukile Property Fund demonstrate the strength of our REITs. PSG Financial Services just keeps growing. Oceana is a mixed bag. Hulamin and Thungela are tough stories.
Ghost Bites
Ghost Bites (Hulamin | Labat Africa | Premier | The Foschini Group | York Timber)
Premier is the star of the show. The Foschini Group's trading statement is worrying. Hulamin made losses in 2025. York Timber needs a new CEO. Labat Africa has done a deal with pricing that looks almost too good to be true.
