Tag:

Jubilee Metals

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (AECI | Jubilee Metals | Lighthouse Properties | Merafe | Northam Platinum | Powerfleet | Sabvest)

The market didn't like the AECI results. Conversely, Lighthouse Properties is doing brilliantly, as are mining duo Merafe and Northam Platinum. Sabvest has announced a bolt-on deal at ITL. Jubilee Metals wants to sell its Large Waste Project. Powerfleet is still loss-making.

Ghost Bites (Araxi | Jubilee Metals)

Araxi investors have been reminded of the lumpiness of the business, as FY26 could only manage a flat dividend for various reasons. Jubilee Metals is ramping up the Molefe Mine.

Ghost Bites (Jubilee Metals | Old Mutual | Wesizwe Platinum)

Old Mutual has some bright spots, but is still a sideways story overall. Jubilee Metals is successfully through its maintenance shutdown. Wesizwe Platinum's Bakubung Minerals will shed nearly 500 jobs.

Ghost Bites (Adcorp | Lewis | Life Healthcare | Sappi | Sirius Real Estate | Trematon)

Lewis is one of South Africa's best businesses. Sirius Real Estate is buying another property in Germany. Adcorp and Life Healthcare need to find more growth. Sappi just about needs a miracle. Trematon shows how hard it is to make money from schools.

Ghost Bites (DRDGOLD | Jubilee Metals | Sibanye-Stillwater | Quantum Foods)

Sibanye-Stillwater's quarterly update tells a story of rapid growth in earnings across the group. DRDGOLD's quarterly update is promising. Jubilee Metals is ramping up its copper production, but guidance is being revisited. Quantum Foods overcame a period of egg price deflation and grew earnings strongly.

Weekly corporate finance activity by SA exchange-listed companies

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