Wednesday, September 3, 2025
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Redefine Properties

Ghost Bites (Accelerate Property Fund | Cashbuild | Mahube Infrastructure | Master Drilling | Motus | Old Mutual | Redefine Properties)

Old Mutual and Redefine put out positive numbers, while Cashbuild, Master Drilling and Motus also managed to grind out some growth. Accelerate Property Fund is selling two buildings at NAV. Mahube Infrastructure looks like it could delist.

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

Weekly summary of Merger & Acquisition activity by South African companies

GHOST WRAP – April’s droppers and whoppers

There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop? This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends. Ghost Wrap is brought to you by Forvis Mazars.

GHOST BITES (Jubilee Metals | Life Healthcare | Northam Platinum | Schroder European Real Estate | Tharisa)

Life Healthcare is selling LMI but is retaining exposure to earnout payments. There were mining production updates from Jubilee Metals, Northam Platinum and Tharisa. Schroder European Real Estate's valuations are under pressure again.

GHOST BITES (Naspers – Prosus | Schroder European Real Estate)

Naspers and Prosus took a knock from the US government designating Tencent as a military company - and I bought the dip. Schroder European Real Estate sold a mall in Germany.

Weekly corporate finance activity by SA exchange-listed companies

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

GHOST BITES (Coronation | Old Mutual | RMB Holdings)

Coronation seems happy with single digit growth. Old Mutual's key metrics are going in the right direction. RMB Holdings has given NAV guidance.

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

Weekly summary of Merger & Acquisition activity by South African companies
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