Wednesday, September 10, 2025
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MTN Zakhele Futhi

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.

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 | South32)

Assura shareholders aren't exactly rushing to accept the Primary Health Properties offer, with Primary Health releasing a trading update to try and drive more acceptances. South32 is getting rid of the nickel mine in Colombia.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (AH-Vest | Assura – Primary Health | Goldrush | Harmony | Naspers – Prosus)

The excellent momentum at Naspers - Prosus continues. Assura is now backing the Primary Health deal in yet another example of corporate whiplash. Harmony is delivering at the right time. Goldrush released a trading statement. AH-Vest is being taken private.
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