Wednesday, July 30, 2025
Tag:

Renergen

Ghost Bites (Boxer | Greencoat | Kumba Iron Ore | Shaftesbury)

Boxer's performance has accelerated despite negative food inflation. Kumba Iron Ore's self-help strategies are paying off. Shaftesbury is partying it up in London's West End. Greencoat wishes there was more wind.

Ghost Bites (Adcock Ingram | AECI | Karooooo | Mr Price | MultiChoice | Northam Platinum | Santam | Spear REIT | Vodacom)

The take-private bid for Adcock Ingram is juicy to say the least. Mr Price had a tough June but a resilient quarter overall. MultiChoice got the green light for the Canal+ deal. AECI, Karooooo, Northam Platinum and Vodacom released financial updates. Santam is growing offshore, while Spear REIT sticks to the Western Cape.

Ghost Bites (Renergen | Southern Palladium)

Renergen shareholders have given a resounding yes to the ASP Isotopes deal. Southern Palladium has released an optimised prefeasibility study that shows improved returns and a lower peak funding requirement.

Ghost Bites (MAS | Renergen | Stefanutti Stocks | Tharisa)

MAS has heated up once more, with a group of local asset managers firing a salvo at the board. Renergen is in dispute with a shareholder in Tetra4. Tharisa's production is up, but guidance is under pressure. Stefanutti Stocks has a new deal to sell Mozambique and Mauritius.

Ghost Bites (Brait | Metrofile | Renergen)

Brait has been boosted by a much stronger Virgin Active story, alongside Premier's excellent growth. Renergen had another stop-start quarter. A potential Metrofile deal is still in the works.

Ghost Bites (Fortress Real Estate | Karooooo | Quantum Foods | Renergen – ASP Isotopes | Southern Palladium)

Renergen released the ASP Isotopes deal circular. There's an interesting move on the Quantum Foods share register. Zak Calisto is monetising R1.35bn of his Karooooo stake. Southern Palladium raised A$8 million. Fortress gave details on the Polish development pipeline.

Weekly corporate finance activity by SA exchange-listed companies

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

Ghost Bites (British American Tobacco | Burstone | Emira | Goldrush | HCI | HomeChoice | Jubilee | MAS | Renergen | Reunert |...

Tiger Brands is a great turnaround story. Goldrush is part of the consortium that won the National Lottery Licence. Tsogo Sun is struggling. British American Tobacco, Burstone, Emira, HCI, HomeChoice, Jubilee Metals, MAS, Renergen and Reunert also released updates.
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