Tag:

Premier

Ghost Bites (Argent Industrial | Balwin | Capitalworks | Mantengu | Ninety One | Valterra Platinum)

Argent Industrial lands another offshore acquisition. Balwin's take-private circular is out in the wild. Capitalworks has almost fully exited its stake in Premier. Mantengu has agreed terms for the Blue Ridge Platinum disposal. Ninety One has shown strong growth in AUM. Valterra Platinum's numbers look incredible at first blush, but be careful.

Ghost Bites (CA Sales | Premier | Stor-Age | Vukile Property)

Vukile is doing well everywhere, while property sector peer Stor-Age's strong local performance is being diluted by tough conditions in the UK. It's Chuckles all round for Premier investors thanks to the Millbake numbers. CA Sales is dipping into digital with a new acquisition.

Ghost Bites (Coronation | Labat Africa | Sappi | Sibanye-Stillwater)

Coronation's AUM dipped this quarter. Sappi is still negotiating detailed terms on the graphic paper JV. Sibanye-Stillwater held a useful capital markets day for the international and recycling operations. Labat Africa's numbers look fantastic, but the market is ignoring the stock.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (Hulamin | Labat Africa | Premier | The Foschini Group | York Timber)

Premier is the star of the show. The Foschini Group's trading statement is worrying. Hulamin made losses in 2025. York Timber needs a new CEO. Labat Africa has done a deal with pricing that looks almost too good to be true.

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 (Mr Price | NEPI Rockcastle)

Mr Price isn't backing off on the NKD deal, despite the absolute hatred for the transaction from the market. NEPI's pre-close update shows the importance of looking at per-share growth.