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PPC

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 (Alphamin | Brait | Tharisa)

Alphamin continues to ride the tin wave. Brait, while promising a value unlock, is executing a rights offer to put more money into Virgin Active. Tharisa's production metrics and projects are on track.

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 (Remgro | South32)

South32 is getting out of the aluminium sector - and the market really likes the deal. Remgro has concluded the Mediclinic restructure.

Ghost Bites (Bell Equipment | Crookes Brothers | Merafe | Spear REIT)

Bell Equipment's earnings are dropping sharply. Spear REIT's year is off to a decent start. Merafe has reached a full agreement with Eskom around tariffs, enabling the restart of two smelters. Crookes Brothers was assaulted by Mother Nature.

Ghost Bites (Omnia | PPC | Sygnia)

In a country where far too many execs throw their hands in the air and blame difficult conditions, we find updates from three companies that have made it work: Omnia, PPC and Sygnia all have great stories to tell.

Ghost Bites (Altron | Exemplar REITail | Netcare | Omnia | Pick n Pay | PPC | RMB Holdings)

Pick n Pay's core business is still going backwards. Altron's numbers look spectacular, with positive news also coming in from Exemplar REITail, Netcare, Omnia and PPC. RMB Holdings has heavily impaired its NAV.

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies.