Posts Tagged: Lesaka Technologies
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Bowler Metcalf | DRDGOLD | Lesaka | MTN | MultiChoice)
There’s M&A news of very different kinds at Lesaka, MTN and MultiChoice. DRDGOLD’s earnings growth is modest, unlike at Bowler Metcalf with great operating leverage.
Ghost Bites (Lesaka Technologies | Marshall Monteagle | RMB Holdings | Shaftesbury | Transaction Capital)
The biggest news of the day was not just the results at Transaction Capital, but the significant strategic steps that the group might be taking. Also look out for the likes of Shaftesbury and RMB Holdings, with a leadership change at Lesaka as well.
Ghost Bites (Alexander Forbes – OUTsurance | Argent Industrial | AVI | De Beers (Anglo) | Investec | Lesaka Technologies | MiX Telematics)
Alexander Forbes is buying OUTvest. De Beers sales are plummeting. Look out for results from Argent Industrial, AVI and MiX Telematics, as well as upgraded earnings guidance from Investec.
Unlock the Stock: Lesaka Technologies
Lesaka Technologies joined the Unlock the Stock platform for the first time to talk about the company results and strategy. The session included a vibrant Q&A.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Harmony Gold | Lesaka Technologies | Southern Sun | The Foschini Group | Transaction Capital | Universal Partners)
Transaction Capital is in the toilet while Universal Partners is reinventing it. Lesaka needs more profits. Southern Sun is doing well. The Foschini Group counts the cost of load shedding.
Ghost Bites (Grand Parade | Lesaka | Northam Platinum | Novus | TWK)
Grand Parade Investments gets an unexciting mandatory offer. Lesaka Technologies has strong profits but lots of debt. Northam Platinum swoops in with a higher offer for RB Plats. Novus nosedives. TWK delivers solid results.
Ghost Bites Vol 89 (22) – Brait | Metrofile | Lesaka
Brait released an important update on the performance of Premier, Virgin Active and New Look. Results came in from Metrofile and Lesaka Technologies.
Ghost Bites Vol 71 (22)
Fortress REIT is in huge trouble. We saw a flurry of earnings from miners – DRDGOLD, Sibanye and Northam Platinum. Mpact has formally responded to Caxton.
