Tag:
Mahube Infrastructure
Ghost Bites
Ghost Bites (Cell C | Ethos Capital | Mustek | KAP)
Cell C's maiden results as a listed company show us their growth engines, but also expense pressures. KAP is looking much better than before, and so is Mustek. Ethos Capital is repurchasing 41.5% of its shares in issue.
Ghost Bites
Ghost Bites (Cashbuild | Pan African Resources | Spear REIT)
Pan African Resources is quite literally printing cash at the moment. At the other end of the spectrum, Cashbuild has painted a worrying picture about our economy. At Spear REIT, the focus on the Western Cape continues to pay dividends - literally.
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 (BHP | British American Tobacco | Mahube Infrastructure | Merafe | Thungela)
Thungela updated the market on a tough year. British American Tobacco has reaffirmed 2026 guidance. BHP unlocked capital through a BlackRock infrastructure deal. Merafe is hoping for progress with Eskom. Mahube Infrastructure may be leaving our market.
Ghost Bites
Ghost Bites (Crookes Brothers | Mahube Infrastructure | Mantengu | PBT | Premier – RFG | Quantum Foods)
Quantum Foods had one of its best periods in a decade. Mantengu has a lot to do in the second half of the year. PBT Holdings unlocked strong margin gains. Crookes Brothers is a reminder of how tough agri is, while Mahube Infrastructure proves that renewables aren't easy either.
Ghost Bites
Ghost Bites (Argent Industrial | City Lodge | Crookes Brothers | Delta Property | Kore Potash | Investec | Lewis | Mr Price |...
A busy day of news saw retail updates from Lewis and Mr Price, along with City Lodge and Netcare as strong growth stories. Investec is finding it harder to grow at the moment. Reunert has strong momentum, while Argent Industrial and Delta Property also have positive stories. Crookes Brothers shows how hard agri really is. Kore Potash and Supermarket Income REIT announced important corporate deals.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
