Posts Tagged: Lighthouse Properties
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
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites (Anglo American (De Beers) | Insimbi | Orion | TeleMasters)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: Anglo American has a slight uptick in diamond sales at De Beers (JSE: AGL) But caution is still
Ghost Bites (AH-Vest | Sirius Real Estate)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: AH-Vest is profitable, although the share price suggests otherwise (JSE: AHL) When last did you see something trading
Ghost Bites (African Rainbow Minerals | BHP | Calgro M3 | Emira – Spear REIT | Gold Fields | Invicta)
Get the latest recap of JSE news in the Ghost Wrap podcast, brought to you by Mazars: African Rainbow Minerals to take a 15% stake in Surge Copper Corp (JSE: ARI) Surge Copper is listed
Ghost Bites (Brait | Copper 360 | Remgro | Sabvest | Transaction Capital – WeBuyCars)
In a battle of the investment holding companies, both Remgro and Sabvest released results. Brait’s placement of Premier shares was oversubscribed. Transaction Capital didn’t get the price it wanted for WeBuyCars. Look out for Copper 360 as well.
Ghost Bites (Brait | Bytes | Discovery | JSE | MC Mining | Merafe | OUTsurance | Sibanye-Stillwater | STADIO | Sun International | Thungela)
On a very busy day of company news, we saw numbers come in from Discovery, JSE, Merafe, OUTsurance, STADIO, Sun International and Thungela. There’s corporate activity at Brait, MC Mining and Sibanye-Stillwater.
Ghost Bites (Absa | EPE Capital Partners | Lighthouse | Metair | Remgro | RFG Holdings)
Absa underperformed its peers in 2023. Investment holdcos EPE Capital Partners and Remgro both struggled. Metair is turning the corner. Pricing increases kept RFG Holdings in the green. Lighthouse is on the acquisition trail.
Ghost Bites (Exxaro | Grindrod | Lighthouse Properties | OUTsurance | Sanlam | STADIO | Sun International | Trellidor)
Solid earnings came in from Grindrod, Sanlam, STADIO and even Trellidor if you focus on the debt. Look out for Exxaro, OUTsurance, Sun International and Lighthouse Properties as well.
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
