Tag:
Remgro
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Bites
Ghost Bites (AECI | BHP | Capitec | Quilter | Spear REIT | South32 | Standard Bank | Stor-Age)
Capitec looks unstoppable. BHP and South32 released important production updates. Spear REIT is raising R1 billion. Standard Bank is enjoying double-digit growth. Quilter is doing well in 2026. Stor-Age announced a small deal. AECI found a whoopsie in the financials.
Ghost Bites
Ghost Bites (ASP Isotopes | Emira – Octodec | RMB Holdings | Sirius Real Estate)
ASP Isotopes has a make-or-break year ahead. Emira wants to acquire up to 34.9% in Octodec. The question marks around RMB Holdings continue. Sirius Real Estate had a strong year, mainly thanks to Germany.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Bites
Ghost Bites (African Rainbow Minerals | Datatec | Emira | Hyprop | Jubilee Metals | Master Drilling | RCL Foods | Remgro | Sephaku...
RCL Foods is betting on pets. Remgro is going ahead with the Mediclinic deal. Datatec is growing strongly. In property, we saw news from Emira and Hyprop. African Rainbow Minerals is investing further in copper, while Jubilee's copper EBITDA has at least swung positive. Master Drilling had a reasonable year. Sephaku Holdings needs more infrastructure spend to come through.
Ghost Bites
Ghost Bites (Choppies | Grand Parade | Heriot REIT | Kore Potash | Remgro)
Remgro has plenty of cash, but will they ramp up their repurchases? Heriot REIT is growing very quickly for a property fund. Choppies and Grand Parade are both dealing with difficult markets. Kore Potash has several lines in the water, but they will need cash soon.
Ghost Bites
Ghost Bites (Mahube Infrastructure | MC Mining | MTN Uganda | Remgro | SA Corporate Real Estate | Texton | York Timber)
Mahube Infrastructure has released the offer circular - and the price is below the fair value range. MTN Uganda keeps doing well. Remgro's trading statement is encouraging. Other updates came in from MC Mining, SA Corporate Real Estate, Texton and York Timber.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
