Tag:
Sibanye-Stillwater
Ghost Bites
Ghost Bites (Accelerate Property Fund | Sea Harvest | Spear REIT | Valterra Platinum)
It's all eyes on the second half at Valterra Platinum. Sea Harvest's numbers are even better than previously guided. Spear REIT announced another acquisition. Accelerate Property Fund received reasonable support for the rights offer.
Ghost Bites
Ghost Bites (Anglo American | Kumba Iron Ore | Primary Health Properties)
Anglo American's focus on copper and iron ore might be helpful, but De Beers is just getting worse by the day. Kumba Iron Ore is enjoying better service from Transnet. Primary Health Properties released solid numbers that could get the Assura deal across the line.
DealMakers
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
Ghost Bites (Accelerate Property Fund | Assura – Primary Health Properties | Castleview | Jubilee Metals | MAS – Hyprop | Reinet | Sibanye-Stillwater...
The MAS situation is really heating up now, with the board giving strong views on the Hyprop offer. The Assura - Primary Health offer is going nowhere fast. Castleview has glaring capital raising inconsistencies. Sibanye announced an acquisition in the US. Accelerate's related party headaches continue. Jubilee Metals, Reinet and South32 released numbers.
Ghost Wrap
GHOST WRAP – The JSE Winners’ Club in 2025
At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?
Ghost Bites
GHOST BITES (AngloGold | Barloworld | Collins Property Group | Mantengu Mining | Montauk Renewables | Newpark REIT | Old Mutual | Raubex |...
AngloGold's profits are much higher and Sibanye is smiling as well. The offer for Barloworld needs more acceptances. Mantengu Mining has gone nuclear on share manipulation allegations. Raubex is the subject of whistleblower allegations. There's property news from Collins and Newpark. Old Mutual has announced their new CEO.
Ghost Bites
GHOST BITES (iOCO | Kore Potash | Renergen)
iOCO (previously EOH) has made strong progress in its margins. Kore Potash has suffered a wobbly with funding plans, but hopefully only a small one. Renergen released a quarterly update.
Ghost Bites
GHOST BITES (Bell Equipment | Metair | Metrofile | Zeder)
Metair released its annual report - but there's a key disclosure that I just can't find. Metrofile has caught the eye of a potential buyer. Zeder is disposing of some African businesses. Bell Equipment tightened its earnings guidance.
