Thursday, July 24, 2025
Tag:

Metrofile

Ghost Bites (MAS | Renergen | Stefanutti Stocks | Tharisa)

MAS has heated up once more, with a group of local asset managers firing a salvo at the board. Renergen is in dispute with a shareholder in Tetra4. Tharisa's production is up, but guidance is under pressure. Stefanutti Stocks has a new deal to sell Mozambique and Mauritius.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Brait | Metrofile | Renergen)

Brait has been boosted by a much stronger Virgin Active story, alongside Premier's excellent growth. Renergen had another stop-start quarter. A potential Metrofile deal is still in the works.

Weekly corporate finance activity by SA exchange-listed companies

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

GHOST BITES (Gold Fields | Mantengu Mining | Metrofile | MTN Rwanda)

Gold Fields had a strong start to the year, but the JV with AngloGold in Ghana is off the table. MTN Rwanda grew ahead of inflation. Metrofile's potential suitor is doing a due diligence. Mantengu released a strange trading statement.

Weekly corporate finance activity by SA exchange-listed companies

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

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 (Astoria | Barloworld | Fairvest | Master Drilling | Oceana | Pepkor | Remgro | Santova)

Fairvest had no problem raising capital. Pepkor announced a major acquisition. Santova has also flagged a potential acquisition. Astoria, Barloworld and Oceana released difficult numbers. Master Drilling's dividend growth has distracted the market from impairments.
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