Wednesday, July 23, 2025
Tag:

Orion Minerals

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 (Orion Minerals | Prosus | Vodacom – Remgro)

Vodacom and Remgro finally got their fibre deal approved by competition regulators, with only a formality to come. Prosus enjoyed strong support in the debt market. Orion Minerals is raising capital the right way.

Ghost Bites (HCI | MAS)

HCI's proposed deal to sell properties to SACTWU is far from a vanilla transaction. MAS' joint venture agreement with PK is a cautionary tale about the danger of unanimous approvals.

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.

GHOST BITES (CMH | Gemfields | HCI | Kore Potash | MTN Ghana | Novus – Mustek | Quantum Foods | Reinet | WeBuyCars)

MTN Ghana is off to a great start this year, with Quantum Foods, WeBuyCars and Kore Potash also delivering positive news. Reinet looks flat this quarter. CMH is facing serious problems. The latest auction results at Gemfields look a bit odd. HCI's latest oil drilling is a disappointment. The TRP got a bloody nose on the Novus - Mustek deal.

GHOST BITES (Anglo American | Anglo American Platinum | Cashbuild | Gold Fields | Kumba Iron Ore | Supermarket Income REIT | Orion Minerals...

Anglo American, Anglo American Platinum and Kumba Iron Ore all released production updates. Further mining news came from Gold Fields and Orion Minerals. Cashbuild released a sales update. Zeder's financials show some pressure on Zaad's valuation. Supermarket Income REIT is seeding a joint venture.

GHOST BITES (Jubilee Metals | Murray & Roberts | Orion Minerals | Primary Health Properties – Assura)

Murray & Roberts released the business rescue plan. Primary Health Properties is trying to seduce Assura shareholders. Jubilee Metals needs to make a decision on the Zambian Large Waste project. Orion Minerals has a new CEO.
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