Posts Tagged: Onelogix
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Ghost Bites (Accelerate | DRA Global | Grand Parade | Harmony | Implats – Northam – RBPlats | Mondi | MTN | Steinhoff)
Accelerate isn’t accelerating. DRA Global has placed treasury shares. Offer for Grand Parade is fair and reasonable. Harmony closes Eva Copper deal. Implats has one hurdle left. Mondi sells more Russian assets. MTN pre-close update. The show is over at Steinhoff.
Ghost Bites (Clicks | Coronation | Gemfields | Santova | Sasol)
Clicks rallies 5% based on annual results. Coronation’s AUM drops further and earnings are down. A worst nightmare situation at Gemfields is possible. Santova is still growing and is worth over R1 billion. Sasol suffers a bloody nose.
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites Vol 87 (22) – Capitec | Transaction Capital | Tongaat Hulett
Transaction Capital is raising capital and making big strategic decisions about SA Taxi. Tongaat Hulett is still a financial horror story. Capitec fell sharply as it missed earnings expectations.
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
Ghost Bites Vol 77 (22)
With a trio of mining sector earnings releases (South32, Gold Fields and Sibanye), it was a busy day. Italtile, Blue Label, Adcock Ingram, Distell, Balwin, Hulamin, Murray & Roberts and others were in the mix.
Ghost Bites Vol 76 (22)
Richemont has announced an important transaction related to its direct-to-consumer strategy. Results came in from KAP, Bidcorp, DRDGOLD, Harmony Gold and more. Spear REIT has done an interesting property deal.
Ghost Bites Vol 65 (22)
BHP’s opportunistic play for an Australian copper miner has been kicked to touch. The partial offer by New Veld for Alexforbes was a success. Mpact and OneLogix released earnings updates.
Ghost Bites Vol 57 (22)
Afrimat is raising money and Transnet is (astonishingly) making money. Earnings updates came in from AECI, Gemfields, AVI and British American Tobacco.
Ghost Bites Vol 28 (22)
Standard Bank, Telkom, Sibanye-Stillwater and Remgro led the day of news. Exxaro and Harmony also chimed in, along with many director dealings.
