Wednesday, May 21, 2025
Tag:

Metair

GHOST BITES (Balwin | Boxer | Calgro M3 | Lewis | Metair | MTN | Redefine | Santova | South32 | Tiger Brands)

Lewis is shooting the lights out and Tiger Brands is also doing well. MTN is enjoying Africa again. Balwin had a strong second half, while demand at Calgro M3 has faltered. Boxer's results are complicated. Redefine is struggling to find much growth. Look out for Metair, Santova and South32 as well.

GHOST BITES (Bell Equipment | Metair | Metrofile | Zeder)

Metair released its annual report - but there's a key disclosure that I just can't find. Metrofile has caught the eye of a potential buyer. Zeder is disposing of some African businesses. Bell Equipment tightened its earnings guidance.

GHOST BITES (Datatec | enX | Ethos Capital | Growthpoint | Hulamin | Lighthouse | Metair | Sirius Real Estate)

In a busy day on the property sector, Growthpoint and Lighthouse announced results, while Sirius has another acquisition in the bag. Ethos Capital had a particularly strong period. Hulamin has flagged weak numbers. Metair has made progress on debt. enX declared a special dividend. Datatec released a useful presentation on Logicalis.

Weekly corporate finance activity by SA exchange-listed companies

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

GHOST BITES (Aveng | Jubilee Metals | Metair)

Aveng shareholders are licking their wounds. Jubilee is trying to catch up lost production at Roan. Metair is making major strategic changes in its business, but that balance sheet looks frightening.

GHOST WRAP – Five Insights from December 2024

This Ghost Wrap podcast and transcript brings you insights from December 2024 on Italtile, Prosus, Renergen, Metair and Bell Equipment.

GHOST BITES (Aspen | Metair | Rex Trueform | Sanlam | Sasfin)

Aspen is bringing Eli Lilly's Ozempic competitor to the SA market. Metair is getting even less from the Mutlu disposal than we thought. Rex Trueform is buying a software group at a huge multiple. Sanlam unlocked billions from Allianz. Sasfin is delisting this month.

GHOST BITES (African Rainbow Capital | Jubilee Metals | Metair | Orion | Sirius | Transaction Capital)

Tyme Group's Series D raise is extremely encouraging for ARC. Metair got out of Turkey just in time. Sirius Real Estate has acquired property in Germany. Jubilee Metals is struggling with power in Zambia. Transaction Capital finalised the Road Cover disposal.
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