Posts Tagged: Sea Harvest
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Ghost Wrap #64 (Mustek | Curro | Sea Harvest | Quilter)
In this episode of Ghost Wrap brought to you by Mazars, I covered Mustek, Curro, Sea Harvest and Quilter.
Ghost Bites (ADvTECH | Brimstone | Murray & Roberts | Mustek | Quilter | Sea Harvest)
Education, construction, financial services, fishing and IT. It’s all here in Ghost Bites, with an interesting selection of companies releasing updates.
Ghost Bites (AECI | Altron | CA Sales Holdings | Clientele | Jubilee Metals | Libstar | Sasol)
AECI, Altron, CA Sales Holdings, Jubilee Metals, Libstar and Sasol all released numbers of varying quality. Clientele released the circular for the 1Life acquisition.
Ghost Bites (Alphamin | BHP | Grindrod Shipping | Lewis | Novus | Sea Harvest – Brimstone)
Alphamin and Lewis released important numbers. Novus declared a special dividend. Grindrod Shipping gave a shipping rates update. BHP responds to media reports on the dam failure. Sea Harvest and Brimstone released circulars.
Ghost Bites (Afrimat | Attacq | Brimstone – Sea Harvest | Datatec | Pan African Resources | Reinet | South32)
Sea Harvest announced a major deal to acquire parts of the Terrasan business, with a knock-on impact for Brimstone as well. Afrimat also released an M&A update. Look out for numbers from Attacq, Pan African Resources, South32 and others.
Ghost Bites (AEEI | RMB Holdings | Sea Harvest | Thungela)
AEEI is profitable without AYO Technology. RMB Holdings is paying another special dividend. Sea Harvest is on the acquisition trail. Thungela is doing better in Australia than expected.
Ghost Bites (African Rainbow Minerals | AVI | Bidvest | Brimstone | Cognition | MAS | Nampak | Naspers + Prosus | PPC | RCL Foods | Sea Harvest)
On a busy day of news, we saw everything from corporate activity at Naspers / Prosus through to results in the agriculture and food space from the likes of RCL Foods, AVI and Sea Harvest. You’ll also see numbers from companies ranging from Bidvest to MAS
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
Ghost Bites (Anglo American | Cognition | Fortress | JSE Limited | Momentum Metropolitan | Mustek | Quilter | Putprop | Royal Bafokeng | Sea Harvest)
From diamonds to property funds and the dangers of M&A to the risks of having too much stock, it’s all here in Ghost Bites today.
Ghost Bites (Brimstone | Mpact | Nedbank | Sea Harvest | Shoprite)
There’s not much fire at Brimstone. Mpact is making money and investing in SA. Nedbank made the most of 2022, but what of 2023? Sea Harvest shareholders feel salty. Load shedding is hammering Shoprite.
