Sunday, November 9, 2025
Tag:

MTN Zakhele Futhi

Ghost Bites (Africa Bitcoin Corporation | Alphamin | ArcelorMittal | enX | Kore Potash | Pepkor)

Pepkor has closed the Legit et al transaction and is ready to find those synergies. ArcelorMittal is fighting with the unions. Kore Potash might attract a buyer. enX's continuing operations look tough. Alphamin released detailed financials. Africa Bitcoin Corporation bought a bitcoin.

Weekly corporate finance activity by SA exchange-listed companies

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

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Altron | Blu Label | Gemfields | Jubilee Metals | Mondi | Sirius | Tharisa | Vunani)

Mondi had a truly awful day. Blu Label released financial targets for Cell C. Altron flagged solid growth in earnings and Sirius also released a financial update. Gemfields just cannot catch a break. Vunani is merging its fund management business with Sentio. Tharisa has won in court against SARS. Jubilee Metals gave an update on its portfolio and SA disposal.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Adcock Ingram | Gold Fields | Grindrod | Hulamin | MTN Zakhele Futhi)

Gold Fields is printing cash. Grindrod needs better numbers in Logistics. Hulamin needs better numbers everywhere. Adcock Ingram could delist later this year. MTN Zakhele Futhi estimates a residual value of R4 per share.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Assura – Primary Health Properties | Labat Africa | MC Mining | Ninety One | Orion Minerals | Southern Palladium)

Assura's reasons for changing their recommendation on KKR / Stonepeak look weaker by the day. Orion Minerals supports small shareholders. Ninety One's AUM moved higher. Labat Africa might dispose of businesses. MC Mining needs a turnaround at Uitkomst. Southern Palladium gives further details on the optimised prefeasibility study.
Verified by MonsterInsights