Thursday, September 18, 2025
Tag:

Lighthouse Properties

Ghost Bites (Anglo American | Attacq | Ethos Capital | Hyprop | Libstar | Premier Group | RFG Holdings)

Libstar might be headed for the exit. Attacq released excellent results and Hyprop's dividend nearly managed double-digit growth. Premier's earnings are expected to be much higher. RFG Holdings is struggling with weak demand. Anglo American is pushing deeper into copper. Ethos Capital flagged strong growth.

Ghost Bites (Adcock Ingram | Anglo American | BHP | Newpark REIT | SPAR | Super Group | WBHO)

Anglo American's Teck deal is a "merger of equals" - except they aren't equal. SPAR is out of Switzerland, but it stings. Super Group had a tough period. WBHO shows that construction can work. Adcock Ingram released the deal circular. Newpark REIT is selling Crown Mines. BHP has removed one legal overhang.

Ghost Bites (MAS | Northam Platinum | Super Group)

MAS put out strong numbers, with the market hoping for a return to dividends as soon as possible. Northam Platinum's costs are running far too hot. Super Group's continuing operations are down, but not by much.

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 | African Rainbow Minerals | ArcelorMittal | Barloworld | Exxaro | Goldrush | Invicta | Lesaka | Lighthouse | MAS |...

An exceptionally busy day of news saw financial updates from AECI, Exxaro, Goldrush, Invicta, Lighthouse, MAS, Resilient, Spear REIT and Sephaku. News of corporate actions came through from African Rainbow Minerals, ArcelorMittal, Barloworld and Lesaka Technologies.

Ghost Bites (Absa | Crookes | Lesaka | PBT | Reinet | Remgro – eMedia | RMB Holdings | SA Corporate Real Estate |...

Absa's trading update reflects a much lower credit loss ratio. Lesaka is buying Bank Zero. Crookes and Sea Harvest gave us agri updates. Remgro is unbundling its eMedia exposure. Reinet might sell Pension Insurance Corp. RMB Holdings has a tough story to sell. SA Corporate Real Estate's update has fascinating read-through for grocery retail.

Ghost Bites (FirstRand | Primeserv)

FirstRand has updated its guidance and reminded the market why it trades at a premium valuation. Primeserv's business support services model is doing very nicely.
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