Tag:
Santova
Ghost Bites
Ghost Bites (Clientèle | Glencore | Merafe | MTN | Santova)
Dividend darling Clientèle wants to delist. Glencore is telling a bullish story after Q1, with MTN Nigeria also enjoying the current oil situation. Merafe should have an answer on the electricity tariffs by June. Santova clawed back a lot of lost ground in the second half of the year.
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 (ArcelorMittal | Gemfields | Impala Platinum | MC Mining | Ninety One – Sanlam | Orion Minerals)
ArcelorMittal reported another huge loss. Impala Platinum is grateful for higher PGM prices. Gemfields signs off on an ugly year. MC Mining and Orion Minerals released quarterly updates. Ninety One and Sanlam concluded the SA component of their deal.
Ghost Bites
Ghost Bites (Blu Label – Cell C | Hammerson | Sea Harvest | Sirius Real Estate | SPAR)
Cell C's IPO fell short on pricing. SPAR's difficult turnaround continues. Sea Harvest is selling Ladismith Cheese. Hammerson bought a UK property and Sirius Real Estate closed an acquisition in Germany.
Ghost Bites
Ghost Bites (Altron | Ethos Capital | Exxaro | MTN Rwanda | Oceana | Pepkor | Redefine Properties | Santova)
Pepkor shows what is possible in retail. Santova paints a worrying picture around SA trade. Altron is a mixed bag, while Redefine looks solid and MTN Rwanda adds to the positivity around Africa. Oceana had a better than expected finish to the year. Ethos Capital is moving closer to a full value unlock. Exxaro sold a business.
Ghost Bites
Ghost Bites (Collins Property | Impala Platinum | MC Mining | MTN Nigeria | Nu-World | Renergen | Vodacom)
On a big day for telecoms, both Vodacom and MTN Nigeria released excellent numbers. Collins Property, Impala Platinum, MC Mining and Nu-World also had important updates. Renergen shareholders can thank their lucky stars that ASP Isotopes came along to save them.
Ghost Bites
Ghost Bites (Anglo American | Ascendis | Balwin | Kumba Iron Ore | Old Mutual | Santova | Valterra Platinum | WeBuyCars)
WeBuyCars was punished by the market. Old Mutual hosted a capital markets day. Ascendis wants to go private - again. Anglo, Kumba and Valterra Platinum released production updates.
Balwin and Santova released results.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
